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Lion Street Advisors’s Merck MRK Stock Holding History

Lion Street 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 		$231K Buy
2,625
+26
+1% +$2.14K 0.08% 195
2025
Q2 		$206K Sell
2,599
-870
-25% -$69.2K 0.06% 262
2025
Q1 		$311K Buy
3,469
+3
+0.1% +$280 0.1% 201
2024
Q4 		$345K Buy
3,466
+13
+0.4% +$1.34K 0.11% 184
2024
Q3 		$392K Buy
3,453
+587
+20% +$69.7K 0.14% 166
2024
Q2 		$355K Sell
2,866
-130
-4% -$16.7K 0.13% 171
2024
Q1 		$327K Hold
2,996
– – 0.13% 167
2023
Q4 		$327K Sell
2,996
-70
-2% -$7.27K 0.13% 167
2023
Q3 		$316K Buy
3,066
+441
+17% +$47.5K 0.1% 170
2023
Q2 		$231K Buy
2,625
+98
+4% +$11.1K 0.08% 213
2023
Q1 		$269K Buy
+2,527
New +$273K 0.08% 194
2020
Q2 		– Sell
-475
Closed -$35K – 259
2020
Q1 		$35K Buy
+475
New +$37.3K 0.19% 66

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lion Street Advisors's MRK Position: Q3 2025 in Review

Lion Street Advisors increased its Merck (MRK) stake by 1% in Q3 2025, buying an estimated $2.14K and bringing the position to 2,625 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #195.

Lion Street Advisors first reported a position in MRK in Q1 2020 and has held it in 12 quarters since. The position peaked at $392K in Q3 2024. 3,316 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Lion Street Advisors held 2,625 shares of Merck worth $231K as of Q3 2025.
  • Lion Street Advisors bought 26 Merck shares in Q3 2025, an estimated $2.14K.
  • Merck made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #195 holding.
  • Lion Street Advisors first reported a position in Merck in Q1 2020 and has held it in 12 quarters since.
  • Lion Street Advisors's Merck position peaked at $392K in Q3 2024.
  • 3,316 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.