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Lewis Asset Management’s Merck MRK Stock Holding History

Lewis Asset Management’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,902
Closed -$350K – 181
2025
Q1 		$350K Buy
3,902
+833
+27% +$77.8K 0.29% 90
2024
Q4 		$305K Buy
3,069
+250
+9% +$25.8K 0.23% 97
2024
Q3 		$320K Buy
2,819
+641
+29% +$76.2K 0.23% 102
2024
Q2 		$270K Buy
2,178
+54
+3% +$6.96K 0.21% 104
2024
Q1 		$280K Buy
2,124
+103
+5% +$12.7K 0.23% 93
2023
Q4 		$220K Buy
+2,021
New +$210K 0.2% 100

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lewis Asset Management's MRK Position: Q2 2025 in Review

Lewis Asset Management sold out of Merck (MRK) in Q2 2025, closing a stake of 3,902 shares — an estimated $350K sold.

Lewis Asset Management first reported a position in MRK in Q4 2023 and held it in 6 quarters. The position peaked at $350K in Q1 2025. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Lewis Asset Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Lewis Asset Management sold 3,902 Merck shares in Q2 2025, an estimated $350K.
  • Lewis Asset Management first reported a position in Merck in Q4 2023 and held it in 6 quarters.
  • Lewis Asset Management's Merck position peaked at $350K in Q1 2025.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Lewis Asset Management's 13F filing for Q2 2025, filed 14 Jul 2025.