LWM
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LJI Wealth Management’s Merck MRK Stock Holding History

LJI 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 		$276K Buy
2,149
+461
+27% +$54K 0.04% 169
2026
Q1 		$203K Buy
+1,688
New +$195K 0.03% 184
2025
Q2 		– Sell
-2,479
Closed -$223K – 189
2025
Q1 		$223K Hold
2,479
– – 0.04% 162
2024
Q4 		$247K Sell
2,479
-75
-3% -$7.73K 0.05% 154
2024
Q3 		$290K Sell
2,554
-261
-9% -$31K 0.06% 151
2024
Q2 		$348K Hold
2,815
– – 0.08% 131
2024
Q1 		$371K Buy
2,815
+9
+0.3% +$1.11K 0.1% 102
2023
Q4 		$306K Buy
2,806
+134
+5% +$13.9K 0.08% 131
2023
Q3 		$275K Buy
2,672
+49
+2% +$5.28K 0.08% 132
2023
Q2 		$303K Buy
2,623
+32
+1% +$3.63K 0.09% 117
2023
Q1 		$276K Buy
2,591
+168
+7% +$18.1K 0.09% 120
2022
Q4 		$269K Buy
+2,423
New +$248K 0.09% 107

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LJI Wealth Management increased its Merck (MRK) stake by 27% in Q2 2026, buying an estimated $54K and bringing the position to 2,149 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #169.

LJI Wealth Management first reported a position in MRK in Q4 2022 and has held it in 12 quarters since. The position peaked at $371K in Q1 2024. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • LJI Wealth Management held 2,149 shares of Merck worth $276K as of Q2 2026.
  • LJI Wealth Management bought 461 Merck shares in Q2 2026, an estimated $54K.
  • Merck made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #169 holding.
  • LJI Wealth Management first reported a position in Merck in Q4 2022 and has held it in 12 quarters since.
  • LJI Wealth Management's Merck position peaked at $371K in Q1 2024.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.