Lee Financial’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,636
| Closed | -$1.12M | – | 149 |
|
|
2025
Q4 | $1.12M | Sell |
10,636
-2,586
| -20% | -$243K | 0.15% | 70 |
|
|
2025
Q3 | $1.11M | Buy |
13,222
+603
| +5% | +$49.7K | 0.14% | 86 |
|
|
2025
Q2 | $1M | Buy |
12,619
+889
| +8% | +$70.7K | 0.14% | 74 |
|
|
2025
Q1 | $1.06M | Sell |
11,730
-583
| -5% | -$54.4K | 0.16% | 67 |
|
|
2024
Q4 | $1.23M | Sell |
12,313
-123
| -1% | -$12.7K | 0.17% | 64 |
|
|
2024
Q3 | $1.41M | Buy |
12,436
+1,382
| +13% | +$164K | 0.2% | 59 |
|
|
2024
Q2 | $1.37M | Sell |
11,054
-3,095
| -22% | -$399K | 0.22% | 47 |
|
|
2024
Q1 | $1.87M | Sell |
14,149
-119
| -0.8% | -$14.7K | 0.31% | 33 |
|
|
2023
Q4 | $1.56M | Buy |
14,268
+4,414
| +45% | +$458K | 0.27% | 39 |
|
|
2023
Q3 | $1.02M | Buy |
9,854
+8,197
| +495% | +$883K | 0.19% | 55 |
|
|
2023
Q2 | $192K | Sell |
1,657
-106
| -6% | -$12K | 0.03% | 131 |
|
|
2023
Q1 | $189K | Sell |
1,763
-74
| -4% | -$7.99K | 0.03% | 130 |
|
|
2022
Q4 | $204K | Buy |
1,837
+227
| +14% | +$23.2K | 0.03% | 147 |
|
|
2022
Q3 | $139K | Sell |
1,610
-462
| -22% | -$41.2K | 0.03% | 165 |
|
|
2022
Q2 | $189K | Sell |
2,072
-1,176
| -36% | -$104K | 0.03% | 148 |
|
|
2022
Q1 | $267K | Buy |
3,248
+1,738
| +115% | +$137K | 0.05% | 130 |
|
|
2021
Q4 | $116K | Buy |
1,510
+746
| +98% | +$59.4K | 0.02% | 179 |
|
|
2021
Q3 | $57K | Buy |
764
+244
| +47% | +$18.6K | 0.01% | 215 |
|
|
2021
Q2 | $40K | Sell |
520
-7,320
| -93% | -$544K | 0.01% | 255 |
|
|
2021
Q1 | $576K | Sell |
7,840
-10,984
| -58% | -$810K | 0.14% | 81 |
|
|
2020
Q4 | $1.47M | Sell |
18,824
-614
| -3% | -$47K | 0.38% | 39 |
|
|
2020
Q3 | $1.54M | Buy |
19,438
+63
| +0.3% | +$4.93K | 0.43% | 41 |
|
|
2020
Q2 | $1.43M | Buy |
19,375
+366
| +2% | +$27.6K | 0.4% | 42 |
|
|
2020
Q1 | $1.4M | Sell |
19,009
-1,933
| -9% | -$152K | 0.46% | 37 |
|
|
2019
Q4 | $1.82M | Buy |
20,942
+5
| +0% | +$411 | 0.39% | 35 |
|
|
2019
Q3 | $1.68M | Sell |
20,937
-1,159
| -5% | -$92.9K | 0.38% | 35 |
|
|
2019
Q2 | $1.77M | Sell |
22,096
-79
| -0.4% | -$6.05K | 0.4% | 33 |
|
|
2019
Q1 | $1.76M | Buy |
22,175
+2,288
| +12% | +$171K | 0.41% | 33 |
|
|
2018
Q4 | $1.45M | Sell |
19,887
-362
| -2% | -$25.6K | 0.39% | 34 |
|
|
2018
Q3 | $1.37M | Buy |
20,249
+3,622
| +22% | +$231K | 0.34% | 41 |
|
|
2018
Q2 | $963K | Sell |
16,627
-2,734
| -14% | -$154K | 0.23% | 64 |
|
|
2018
Q1 | $1.01M | Buy |
19,361
+958
| +5% | +$51.7K | 0.26% | 61 |
|
|
2017
Q4 | $988K | Buy |
18,403
+3,171
| +21% | +$176K | 0.29% | 61 |
|
|
2017
Q3 | $930K | Sell |
15,232
-399
| -3% | -$24.2K | 0.3% | 64 |
|
|
2017
Q2 | $956K | Sell |
15,631
-1,240
| -7% | -$75.5K | 0.35% | 67 |
|
|
2017
Q1 | $1.02M | Sell |
16,871
-68
| -0.4% | -$4.13K | 0.41% | 59 |
|
|
2016
Q4 | $951K | Buy |
+16,939
| New | +$991K | 0.53% | 50 |
|
Other funds holding MRK
Lee Financial's MRK Position: Q1 2026 in Review
Lee Financial sold out of Merck (MRK) in Q1 2026, closing a stake of 10,636 shares — an estimated $1.12M sold.
Lee Financial first reported a position in MRK in Q4 2016 and held it in 37 quarters. The position peaked at $1.87M in Q1 2024. 3,796 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Lee Financial reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
- Lee Financial sold 10,636 Merck shares in Q1 2026, an estimated $1.12M.
- Lee Financial first reported a position in Merck in Q4 2016 and held it in 37 quarters.
- Lee Financial's Merck position peaked at $1.87M in Q1 2024.
- 3,796 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.