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Lindbrook Capital’s Merck MRK Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.5M Sell
16,722
-1,404
-8% -$131K 0.14% 93
2024
Q4 		$1.8M Sell
18,126
-11,272
-38% -$1.16M 0.16% 84
2024
Q3 		$3.34M Buy
29,398
+8,985
+44% +$1.07M 0.3% 53
2024
Q2 		$2.53M Sell
20,413
-2,765
-12% -$356K 0.24% 62
2024
Q1 		$3.06M Buy
23,178
+111
+0.5% +$13.7K 0.29% 57
2023
Q4 		$2.51M Sell
23,067
-1,228
-5% -$127K 0.25% 58
2023
Q3 		$2.5M Buy
24,295
+1,857
+8% +$200K 0.28% 57
2023
Q2 		$2.59M Sell
22,438
-177
-0.8% -$20.1K 0.28% 59
2023
Q1 		$2.41M Sell
22,615
-238
-1% -$25.7K 0.28% 56
2022
Q4 		$2.54M Buy
22,853
+2,163
+10% +$221K 0.31% 58
2022
Q3 		$1.78M Buy
20,690
+3,254
+19% +$290K 0.3% 42
2022
Q2 		$1.59M Buy
17,436
+1,377
+9% +$122K 0.26% 48
2022
Q1 		$1.32M Buy
16,059
+1,987
+14% +$157K 0.2% 69
2021
Q4 		$1.08M Buy
14,072
+7,692
+121% +$613K 0.16% 75
2021
Q3 		$479K Sell
6,380
-3
-0% -$228 0.13% 74
2021
Q2 		$496K Buy
6,383
+549
+9% +$40.8K 0.11% 81
2021
Q1 		$429K Buy
5,834
+419
+8% +$30.9K 0.1% 87
2020
Q4 		$423K Buy
5,415
+156
+3% +$11.9K 0.1% 81
2020
Q3 		$416K Sell
5,259
-197
-4% -$15.4K 0.11% 73
2020
Q2 		$403K Buy
5,456
+326
+6% +$24.5K 0.12% 68
2020
Q1 		$377K Sell
5,130
-971
-16% -$76.3K 0.14% 62
2019
Q4 		$530K Buy
6,101
+82
+1% +$6.74K 0.18% 52
2019
Q3 		$483K Sell
6,019
-209
-3% -$16.8K 0.18% 56
2019
Q2 		$498K Buy
6,228
+89
+1% +$6.82K 0.19% 55
2019
Q1 		$487K Buy
6,139
+142
+2% +$10.6K 0.19% 49
2018
Q4 		$437K Buy
+5,997
New +$423K 0.22% 48

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's MRK Position: Q1 2025 in Review

Lindbrook Capital reduced its Merck (MRK) stake by 7.7% in Q1 2025, selling an estimated $131K and leaving 16,722 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #93.

Lindbrook Capital first reported a position in MRK in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.34M in Q3 2024. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Lindbrook Capital held 16,722 shares of Merck worth $1.5M as of Q1 2025.
  • Lindbrook Capital sold 1,404 Merck shares in Q1 2025, an estimated $131K.
  • Merck made up 0.14% of Lindbrook Capital's portfolio in Q1 2025, its #93 holding.
  • Lindbrook Capital first reported a position in Merck in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Merck position peaked at $3.34M in Q3 2024.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.