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Lindenwold Advisors’s Merck MRK Stock Holding History

Lindenwold 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
2025
Q3 		– Sell
-13,819
Closed -$1.09M – 115
2025
Q2 		$1.09M Buy
13,819
+113
+0.8% +$8.98K 0.57% 50
2025
Q1 		$1.23M Sell
13,706
-109
-0.8% -$10.2K 0.69% 45
2024
Q4 		$1.37M Sell
13,815
-316
-2% -$32.6K 0.73% 43
2024
Q3 		$1.6M Buy
14,131
+54
+0.4% +$6.42K 0.81% 40
2024
Q2 		$1.74M Sell
14,077
-96
-0.7% -$12.4K 0.93% 37
2024
Q1 		$1.87M Sell
14,173
-205
-1% -$25.3K 1% 37
2023
Q4 		$1.57M Sell
14,378
-43
-0.3% -$4.46K 0.89% 39
2023
Q3 		$1.48M Sell
14,421
-47
-0.3% -$5.07K 0.92% 36
2023
Q2 		$1.67M Sell
14,468
-2,324
-14% -$264K 1.02% 35
2023
Q1 		$1.79M Buy
16,792
+254
+2% +$27.4K 1.11% 35
2022
Q4 		$1.83M Buy
16,538
+88
+0.5% +$8.99K 1.23% 27
2022
Q3 		$1.42M Buy
16,450
+176
+1% +$15.7K 1.05% 35
2022
Q2 		$1.48M Buy
16,274
+57
+0.4% +$5.05K 1.06% 36
2022
Q1 		$1.33M Sell
16,217
-567
-3% -$44.7K 0.82% 43
2021
Q4 		$1.29M Buy
+16,784
New +$1.34M 0.75% 45

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindenwold Advisors's MRK Position: Q3 2025 in Review

Lindenwold Advisors sold out of Merck (MRK) in Q3 2025, closing a stake of 13,819 shares — an estimated $1.09M sold.

Lindenwold Advisors first reported a position in MRK in Q4 2021 and held it in 15 quarters. The position peaked at $1.87M in Q1 2024. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Lindenwold Advisors reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 13,819 Merck shares in Q3 2025, an estimated $1.09M.
  • Lindenwold Advisors first reported a position in Merck in Q4 2021 and held it in 15 quarters.
  • Lindenwold Advisors's Merck position peaked at $1.87M in Q1 2024.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.