LFS
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Lighthouse Financial Services’s Merck MRK Stock Holding History

Lighthouse Financial Services’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 		$975K Hold
7,780
– – 0.2% 67
2026
Q1 		$933K Sell
7,780
-1,948
-20% -$225K 0.21% 67
2025
Q4 		$1.02M Buy
+9,728
New +$913K 0.24% 62

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State Street
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Wellington Management Group
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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

Lighthouse Financial Services's MRK Position: Q2 2026 in Review

Lighthouse Financial Services held its Merck (MRK) position steady in Q2 2026 at 7,780 shares worth $975K. The position accounts for 0.2% of the portfolio, ranked #67.

Lighthouse Financial Services first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Lighthouse Financial Services held 7,780 shares of Merck worth $975K as of Q2 2026.
  • Lighthouse Financial Services left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.2% of Lighthouse Financial Services's portfolio in Q2 2026, its #67 holding.
  • Lighthouse Financial Services first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Lighthouse Financial Services's Merck position peaked at $1.02M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lighthouse Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.