LGF
MRK icon

LGT Group Foundation’s Merck MRK Stock Holding History

LGT Group Foundation’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 		$23.4M Sell
194,925
-139,511
-42% -$16.1M 0.29% 63
2025
Q4 		$35.5M Buy
334,436
+3,196
+1% +$300K 0.39% 48
2025
Q3 		$29.9M Sell
331,240
-72,228
-18% -$5.95M 0.34% 59
2025
Q2 		$31.9M Buy
403,468
+9,870
+3% +$785K 0.4% 54
2025
Q1 		$35.3M Sell
393,598
-28,984
-7% -$2.71M 0.49% 47
2024
Q4 		$42M Sell
422,582
-316,919
-43% -$32.7M 0.65% 38
2024
Q3 		$82.9M Buy
739,501
+42,364
+6% +$5.03M 1.36% 17
2024
Q2 		$86.3M Buy
697,137
+12,758
+2% +$1.64M 1.36% 17
2024
Q1 		$90.3M Sell
684,379
-8,137
-1% -$1M 2.13% 11
2023
Q4 		$75.3M Sell
692,516
-13,191
-2% -$1.37M 1.66% 13
2023
Q3 		$72.4M Buy
705,707
+23,964
+4% +$2.58M 1.79% 12
2023
Q2 		$78.7M Buy
681,743
+318,015
+87% +$36.1M 1.9% 11
2023
Q1 		$38.7M Buy
363,728
+3,075
+0.9% +$332K 1.11% 17
2022
Q4 		$40M Buy
360,653
+6,192
+2% +$633K 1.25% 14
2022
Q3 		$30.5M Buy
354,461
+57,925
+20% +$5.17M 1.19% 18
2022
Q2 		$27M Buy
296,536
+107,813
+57% +$9.56M 0.82% 28
2022
Q1 		$15.8M Buy
188,723
+52,145
+38% +$4.11M 0.37% 64
2021
Q4 		$10.5M Buy
+136,578
New +$10.9M 0.27% 88

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Group Foundation's MRK Position: Q1 2026 in Review

LGT Group Foundation reduced its Merck (MRK) stake by 42% in Q1 2026, selling an estimated $16.1M and leaving 194,925 shares worth $23.4M. The position accounts for 0.29% of the portfolio, ranked #63.

LGT Group Foundation first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $90.3M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • LGT Group Foundation held 194,925 shares of Merck worth $23.4M as of Q1 2026.
  • LGT Group Foundation sold 139,511 Merck shares in Q1 2026, an estimated $16.1M.
  • Merck made up 0.29% of LGT Group Foundation's portfolio in Q1 2026, its #63 holding.
  • LGT Group Foundation first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Merck position peaked at $90.3M in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.