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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFG Wealth Partners's MRK Position: Q1 2026 in Review

LFG Wealth Partners increased its Merck (MRK) stake by 4.8% in Q1 2026, buying an estimated $54.1K and bringing the position to 10,282 shares worth $1.24M. The position accounts for 0.75% of the portfolio, ranked #53.

LFG Wealth Partners first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

LFG Wealth Partners held 10,282 shares of Merck worth $1.24M as of Q1 2026.
LFG Wealth Partners bought 469 Merck shares in Q1 2026, an estimated $54.1K.
Merck made up 0.75% of LFG Wealth Partners's portfolio in Q1 2026, its #53 holding.
LFG Wealth Partners first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on LFG Wealth Partners's 13F filing for Q1 2026, filed 11 Jun 2026.