Littlejohn Financial Services’s Merck MRK Stock Holding History

Littlejohn Financial Services’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 Q3	$3.07M	Sell	21,158 -1,282	-6%	-$177K	2.28%	11
2026 Q2	$2.88M	Sell	22,440 -1,446	-6%	-$169K	2.1%	12
2026 Q1	$2.87M	Sell	23,886 -10,589	-31%	-$1.22M	2.16%	14
2025 Q4	$3.63M	Sell	34,475 -1,178	-3%	-$111K	2.67%	8
2025 Q3	$2.99M	Sell	35,653 -141	-0.4%	-$11.6K	2.18%	11
2025 Q2	$2.83M	Buy	35,794 +14,009	+64%	+$1.11M	2.19%	13
2025 Q1	$1.96M	Buy	21,785 +876	+4%	+$81.8K	1.54%	27
2024 Q4	$2.08M	Buy	+20,909	New	+$2.16M	1.86%	18

Other funds holding MRK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Littlejohn Financial Services's MRK Position: Q3 2026 in Review

Littlejohn Financial Services reduced its Merck (MRK) stake by 5.7% in Q3 2026, selling an estimated $177K and leaving 21,158 shares worth $3.07M. The position accounts for 2.28% of the portfolio, ranked #11.

Littlejohn Financial Services first reported a position in MRK in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.63M in Q4 2025. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Littlejohn Financial Services held 21,158 shares of Merck worth $3.07M as of Q3 2026.
Littlejohn Financial Services sold 1,282 Merck shares in Q3 2026, an estimated $177K.
Merck made up 2.28% of Littlejohn Financial Services's portfolio in Q3 2026, its #11 holding.
Littlejohn Financial Services first reported a position in Merck in Q4 2024 and has held it in 8 quarters since.
Littlejohn Financial Services's Merck position peaked at $3.63M in Q4 2025.
2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.