Lionshead Wealth Management’s Merck MRK Stock Holding History

Lionshead Wealth Management’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	$744K	Buy	5,754 +44	+0.8%	+$5.15K	0.48%	52
2026 Q1	$692K	Buy	5,710 +6	+0.1%	+$693	0.51%	52
2025 Q4	$600K	Buy	5,704 +93	+2%	+$8.73K	0.45%	56
2025 Q3	$471K	Buy	5,611 +8	+0.1%	+$659	0.37%	60
2025 Q2	$448K	Sell	5,603 -83	-1%	-$6.6K	0.41%	61
2025 Q1	$515K	Buy	5,686 +344	+6%	+$32.1K	0.54%	51
2024 Q4	$536K	Buy	+5,342	New	+$551K	0.39%	54

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lionshead Wealth Management's MRK Position: Q2 2026 in Review

Lionshead Wealth Management increased its Merck (MRK) stake by 0.77% in Q2 2026, buying an estimated $5.15K and bringing the position to 5,754 shares worth $744K. The position accounts for 0.48% of the portfolio, ranked #52.

Lionshead Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Lionshead Wealth Management held 5,754 shares of Merck worth $744K as of Q2 2026.
Lionshead Wealth Management bought 44 Merck shares in Q2 2026, an estimated $5.15K.
Merck made up 0.48% of Lionshead Wealth Management's portfolio in Q2 2026, its #52 holding.
Lionshead Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.