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Lineweaver Wealth Advisors’s Merck MRK Stock Holding History

Lineweaver Wealth 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
Q2 		$4.62M Buy
35,950
+2,306
+7% +$270K 0.55% 41
2026
Q1 		$4.05M Sell
33,644
-4,236
-11% -$489K 0.55% 42
2025
Q4 		$3.99M Buy
37,880
+17
+0% +$1.6K 0.54% 41
2025
Q3 		$3.18M Buy
37,863
+11,122
+42% +$916K 0.47% 44
2025
Q2 		$2.12M Sell
26,741
-4,532
-14% -$360K 0.33% 59
2025
Q1 		$2.81M Buy
31,273
+2,410
+8% +$225K 0.48% 43
2024
Q4 		$2.87M Sell
28,863
-4,807
-14% -$496K 0.53% 42
2024
Q3 		$3.82M Buy
33,670
+2,614
+8% +$311K 0.73% 31
2024
Q2 		$3.84M Sell
31,056
-386
-1% -$49.7K 0.8% 28
2024
Q1 		$4.15M Buy
31,442
+2,277
+8% +$281K 0.99% 22
2023
Q4 		$3.18M Buy
29,165
+5,704
+24% +$592K 0.82% 25
2023
Q3 		$2.42M Buy
23,461
+2,047
+10% +$221K 0.7% 28
2023
Q2 		$2.47M Sell
21,414
-35
-0.2% -$3.97K 0.7% 28
2023
Q1 		$2.28M Buy
21,449
+2,022
+10% +$218K 0.7% 29
2022
Q4 		$2.16M Sell
19,427
-1,357
-7% -$139K 0.65% 34
2022
Q3 		$1.79M Buy
20,784
+2,492
+14% +$222K 0.58% 38
2022
Q2 		$1.67M Buy
18,292
+2,046
+13% +$181K 0.55% 38
2022
Q1 		$1.33M Buy
16,246
+5,965
+58% +$470K 0.38% 51
2021
Q4 		$788K Buy
10,281
+4,345
+73% +$346K 0.23% 72
2021
Q3 		$445K Buy
5,936
+1,192
+25% +$90.7K 0.14% 88
2021
Q2 		$368K Sell
4,744
-141
-3% -$10.5K 0.12% 85
2021
Q1 		$359K Buy
4,885
+558
+13% +$41.2K 0.13% 79
2020
Q4 		$337K Sell
4,327
-530
-11% -$40.5K 0.13% 72
2020
Q3 		$384K Buy
4,857
+822
+20% +$64.4K 0.17% 61
2020
Q2 		$297K Buy
4,035
+445
+12% +$33.5K 0.15% 65
2020
Q1 		$262K Buy
3,590
+375
+12% +$29.5K 0.16% 63
2019
Q4 		$279K Buy
+3,215
New +$264K 0.16% 53

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lineweaver Wealth Advisors's MRK Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Merck (MRK) stake by 6.9% in Q2 2026, buying an estimated $270K and bringing the position to 35,950 shares worth $4.62M. The position accounts for 0.55% of the portfolio, ranked #41.

Lineweaver Wealth Advisors first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. 1,673 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Lineweaver Wealth Advisors held 35,950 shares of Merck worth $4.62M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 2,306 Merck shares in Q2 2026, an estimated $270K.
  • Merck made up 0.55% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Lineweaver Wealth Advisors first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.