LFG Wealth Partners
MRK icon

LFG Wealth Partners’s Merck MRK Stock Holding History

LFG Wealth Partners’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
2026
Q3 		$2.15M Buy
14,816
+2,345
+19% +$324K 0.9% 36
2026
Q2 		$1.6M Buy
12,471
+2,189
+21% +$256K 0.75% 48
2026
Q1 		$1.24M Buy
10,282
+469
+5% +$54.1K 0.75% 53
2025
Q4 		$1.03M Buy
+9,813
New +$921K 0.66% 56

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

LFG Wealth Partners's MRK Position: Q3 2026 in Review

LFG Wealth Partners increased its Merck (MRK) stake by 19% in Q3 2026, buying an estimated $324K and bringing the position to 14,816 shares worth $2.15M. The position accounts for 0.9% of the portfolio, ranked #36.

LFG Wealth Partners first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. 2,589 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • LFG Wealth Partners held 14,816 shares of Merck worth $2.15M as of Q3 2026.
  • LFG Wealth Partners bought 2,345 Merck shares in Q3 2026, an estimated $324K.
  • Merck made up 0.9% of LFG Wealth Partners's portfolio in Q3 2026, its #36 holding.
  • LFG Wealth Partners first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • 2,589 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.