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LGT Financial Advisors’s Merck MRK Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-34
Closed -$2.69K – 558
2025
Q2 		$2.69K Buy
+34
New +$2.7K 0.01% 345
2025
Q1 		– Sell
-1,575
Closed -$157K – 573
2024
Q4 		$157K Buy
+1,575
New +$162K 0.35% 54
2024
Q3 		– Sell
-12
Closed -$1.49K – 756
2024
Q2 		$1.49K Hold
12
– – ﹤0.01% 739
2024
Q1 		$1.58K Sell
12
-45
-79% -$5.55K ﹤0.01% 753
2023
Q4 		$6.21K Sell
57
-15
-21% -$1.56K 0.01% 579
2023
Q3 		$7.41K Sell
72
-7,805
-99% -$841K 0.01% 536
2023
Q2 		$909K Buy
7,877
+4,245
+117% +$482K 0.97% 30
2023
Q1 		$386K Buy
+3,632
New +$392K 0.72% 31

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's MRK Position: Q3 2025 in Review

LGT Financial Advisors sold out of Merck (MRK) in Q3 2025, closing a stake of 34 shares — an estimated $2.69K sold.

LGT Financial Advisors first reported a position in MRK in Q1 2023 and held it in 8 quarters. The position peaked at $909K in Q2 2023. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • LGT Financial Advisors reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 34 Merck shares in Q3 2025, an estimated $2.69K.
  • LGT Financial Advisors first reported a position in Merck in Q1 2023 and held it in 8 quarters.
  • LGT Financial Advisors's Merck position peaked at $909K in Q2 2023.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.