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Lifeworks Advisors’s Merck MRK Stock Holding History

Lifeworks 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 		$8.12M Sell
67,492
-3,016
-4% -$348K 1.04% 21
2025
Q4 		$7.42M Sell
70,508
-20,958
-23% -$1.97M 0.96% 26
2025
Q3 		$7.68M Sell
91,466
-13,809
-13% -$1.14M 1.02% 22
2025
Q2 		$8.33M Buy
105,275
+21,937
+26% +$1.74M 1.24% 17
2025
Q1 		$7.48M Buy
83,338
+9,870
+13% +$922K 1.24% 21
2024
Q4 		$7.31M Buy
73,468
+18,775
+34% +$1.94M 1.32% 14
2024
Q3 		$6.21M Buy
54,693
+7,116
+15% +$845K 1.22% 20
2024
Q2 		$5.89M Sell
47,577
-202
-0.4% -$26K 1.64% 15
2024
Q1 		$6.3M Buy
47,779
+4,604
+11% +$567K 1.76% 11
2023
Q4 		$4.71M Buy
43,175
+2,847
+7% +$296K 1.62% 13
2023
Q3 		$4.15M Buy
40,328
+2,200
+6% +$237K 1.62% 15
2023
Q2 		$4.4M Buy
38,128
+4,180
+12% +$475K 1.87% 15
2023
Q1 		$3.61M Sell
33,948
-5,316
-14% -$574K 1.71% 12
2022
Q4 		$4.36M Buy
39,264
+451
+1% +$46.1K 2.45% 7
2022
Q3 		$3.93M Buy
38,813
+1,521
+4% +$136K 2.23% 9
2022
Q2 		$3.4M Buy
37,292
+608
+2% +$53.9K 2.16% 8
2022
Q1 		$3.01M Buy
36,684
+18,500
+102% +$1.46M 1.99% 9
2021
Q4 		$1.39M Buy
+18,184
New +$1.45M 1.11% 27

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

Lifeworks Advisors's MRK Position: Q1 2026 in Review

Lifeworks Advisors reduced its Merck (MRK) stake by 4.3% in Q1 2026, selling an estimated $348K and leaving 67,492 shares worth $8.12M. The position accounts for 1.04% of the portfolio, ranked #21.

Lifeworks Advisors first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.33M in Q2 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Lifeworks Advisors held 67,492 shares of Merck worth $8.12M as of Q1 2026.
  • Lifeworks Advisors sold 3,016 Merck shares in Q1 2026, an estimated $348K.
  • Merck made up 1.04% of Lifeworks Advisors's portfolio in Q1 2026, its #21 holding.
  • Lifeworks Advisors first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Merck position peaked at $8.33M in Q2 2025.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.