Lido Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.9M | Sell |
330,201
-29,272
| -8% | -$3.38M | 0.12% | 111 |
|
|
2025
Q4 | $33.8M | Buy |
359,473
+594
| +0.2% | +$55.8K | 0.1% | 130 |
|
|
2025
Q3 | $30.3M | Buy |
358,879
+124,536
| +53% | +$10.3M | 0.09% | 141 |
|
|
2025
Q2 | $18.7M | Buy |
234,343
+7,495
| +3% | +$596K | 0.07% | 168 |
|
|
2025
Q1 | $20.5M | Buy |
226,848
+67,777
| +43% | +$6.33M | 0.09% | 136 |
|
|
2024
Q4 | $15.9M | Buy |
159,071
+10,655
| +7% | +$1.1M | 0.07% | 161 |
|
|
2024
Q3 | $16.9M | Buy |
148,416
+9,927
| +7% | +$1.18M | 0.08% | 127 |
|
|
2024
Q2 | $17.3M | Buy |
138,489
+5,958
| +4% | +$767K | 0.1% | 110 |
|
|
2024
Q1 | $17.6M | Sell |
132,531
-5,293
| -4% | -$652K | 0.1% | 106 |
|
|
2023
Q4 | $15.1M | Buy |
137,824
+3,533
| +3% | +$367K | 0.1% | 110 |
|
|
2023
Q3 | $13.8M | Buy |
134,291
+6,298
| +5% | +$679K | 0.11% | 111 |
|
|
2023
Q2 | $14.8M | Buy |
127,993
+6,187
| +5% | +$702K | 0.11% | 106 |
|
|
2023
Q1 | $13M | Buy |
121,806
+9,434
| +8% | +$1.02M | 0.13% | 97 |
|
|
2022
Q4 | $12.5M | Buy |
112,372
+31,607
| +39% | +$3.23M | 0.15% | 77 |
|
|
2022
Q3 | $6.96M | Sell |
80,765
-6,493
| -7% | -$580K | 0.09% | 121 |
|
|
2022
Q2 | $7.96M | Sell |
87,258
-65,364
| -43% | -$5.79M | 0.11% | 97 |
|
|
2022
Q1 | $12.5M | Buy |
152,622
+25,857
| +20% | +$2.04M | 0.14% | 80 |
|
|
2021
Q4 | $9.71M | Buy |
126,765
+2,420
| +2% | +$193K | 0.11% | 99 |
|
|
2021
Q3 | $9.34M | Sell |
124,345
-99,071
| -44% | -$7.53M | 0.13% | 89 |
|
|
2021
Q2 | $17.5M | Buy |
223,416
+46,311
| +26% | +$3.44M | 0.24% | 48 |
|
|
2021
Q1 | $13.1M | Buy |
177,105
+11,049
| +7% | +$815K | 0.23% | 54 |
|
|
2020
Q4 | $13.1M | Buy |
166,056
+1,171
| +0.7% | +$89.6K | 0.27% | 44 |
|
|
2020
Q3 | $13.1M | Buy |
164,885
+2,901
| +2% | +$227K | 0.34% | 36 |
|
|
2020
Q2 | $12M | Buy |
161,984
+20,988
| +15% | +$1.58M | 0.36% | 38 |
|
|
2020
Q1 | $10.4M | Sell |
140,996
-4,565
| -3% | -$359K | 0.44% | 28 |
|
|
2019
Q4 | $12.7M | Buy |
145,561
+121,891
| +515% | +$10M | 0.51% | 28 |
|
|
2019
Q3 | $1.91M | Sell |
23,670
-3,614
| -13% | -$290K | 0.1% | 128 |
|
|
2019
Q2 | $2.2M | Buy |
27,284
+336
| +1% | +$25.7K | 0.13% | 103 |
|
|
2019
Q1 | $2.15M | Buy |
26,948
+6,292
| +30% | +$471K | 0.14% | 101 |
|
|
2018
Q4 | $1.52M | Buy |
20,656
+8,345
| +68% | +$589K | 0.15% | 93 |
|
|
2018
Q3 | $839K | Buy |
12,311
+3,864
| +46% | +$246K | 0.08% | 154 |
|
|
2018
Q2 | $489K | Buy |
8,447
+431
| +5% | +$24.3K | 0.06% | 209 |
|
|
2018
Q1 | $416K | Buy |
8,016
+1,522
| +23% | +$82.2K | 0.06% | 217 |
|
|
2017
Q4 | $348K | Sell |
6,494
-598
| -8% | -$33.2K | 0.05% | 204 |
|
|
2017
Q3 | $372K | Buy |
7,092
+169
| +2% | +$10.2K | 0.06% | 175 |
|
|
2017
Q2 | $423K | Buy |
6,923
+3,641
| +111% | +$222K | 0.09% | 131 |
|
|
2017
Q1 | $200K | Buy |
+3,282
| New | +$199K | 0.06% | 213 |
|
|
2016
Q3 | – | Sell |
-4,571
| Closed | -$251K | – | 176 |
|
|
2016
Q2 | $251K | Buy |
+4,571
| New | +$243K | 0.08% | 128 |
|
Other funds holding MRK
VCM
VPM
Lido Advisors's MRK Position: Q1 2026 in Review
Lido Advisors reduced its Merck (MRK) stake by 8.1% in Q1 2026, selling an estimated $3.38M and leaving 330,201 shares worth $39.9M. The position accounts for 0.12% of the portfolio, ranked #111.
Lido Advisors first reported a position in MRK in Q2 2016 and has held it in 38 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Lido Advisors held 330,201 shares of Merck worth $39.9M as of Q1 2026.
- Lido Advisors sold 29,272 Merck shares in Q1 2026, an estimated $3.38M.
- Merck made up 0.12% of Lido Advisors's portfolio in Q1 2026, its #111 holding.
- Lido Advisors first reported a position in Merck in Q2 2016 and has held it in 38 quarters since.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.