Lido Advisors
MRK icon

Lido Advisors’s Merck MRK Stock Holding History

Lido 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
2026
Q2 		$141K Buy
+1,100
New +$129K ﹤0.01% 2009
2026
Q1 		– Sell
-2,600
Closed -$274K – 2066
2025
Q4 		$274K Hold
2,600
– – ﹤0.01% 1612
2025
Q3 		$218K Buy
2,600
+1,500
+136% +$124K ﹤0.01% 1645
2025
Q2 		$87.1K Buy
+1,100
New +$87.4K ﹤0.01% 1601

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lido Advisors's MRK Position: Q2 2026 in Review

Lido Advisors increased its Merck (MRK) stake by 15% in Q2 2026, buying an estimated $5.7M and bringing the position to 378,859 shares worth $48.9M. The position accounts for 0.13% of the portfolio, ranked #103.

Lido Advisors first reported a position in MRK in Q2 2016 and has held it in 39 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Lido Advisors held 378,859 shares of Merck worth $48.9M as of Q2 2026.
  • Lido Advisors bought 48,658 Merck shares in Q2 2026, an estimated $5.7M.
  • Merck made up 0.13% of Lido Advisors's portfolio in Q2 2026, its #103 holding.
  • Lido Advisors first reported a position in Merck in Q2 2016 and has held it in 39 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.