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 Q1	$638K	Sell	5,300 -4,400	-45%	-$508K	﹤0.01%	1174
2025 Q4	$1.02M	Hold	9,700	–	–	﹤0.01%	995
2025 Q3	$814K	Buy	9,700 +2,400	+33%	+$198K	﹤0.01%	1041
2025 Q2	$578K	Buy	7,300 +4,000	+121%	+$318K	﹤0.01%	1055
2025 Q1	$296K	Hold	3,300	–	–	﹤0.01%	1217
2024 Q4	$500K	Sell	3,300 -400	-11%	-$41.2K	﹤0.01%	1007
2024 Q3	$420K	Buy	3,700 +2,100	+131%	+$249K	﹤0.01%	1012
2024 Q2	$198K	Hold	1,600	–	–	﹤0.01%	1289
2024 Q1	$211K	Hold	1,600	–	–	﹤0.01%	1239
2023 Q4	$174K	Buy	1,600 +400	+33%	+$41.5K	﹤0.01%	1238
2023 Q3	$124K	Hold	1,200	–	–	﹤0.01%	1130
2023 Q2	$138K	Buy	+1,200	New	+$136K	﹤0.01%	1138

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

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. 3,777 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.
3,777 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.