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Lloyd Advisory Services’s Merck MRK Stock Holding History

Lloyd Advisory 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
Q1 		$32.8K Sell
272
-684
-72% -$79K 0.01% 325
2025
Q4 		$101K Buy
+956
New +$89.7K 0.04% 182
2024
Q2 		– Sell
-20,800
Closed -$2.74M – 157
2024
Q1 		$2.74M Buy
20,800
+17,051
+455% +$2.1M 0.59% 19
2023
Q4 		$409K Sell
3,749
-10,482
-74% -$1.09M 0.19% 62
2023
Q3 		$1.47M Buy
+14,231
New +$1.53M 0.48% 40
2022
Q3 		– Sell
-3,779
Closed -$344K – 59
2022
Q2 		$344K Sell
3,779
-614
-14% -$54.4K 0.27% 41
2022
Q1 		$360K Buy
4,393
+1,127
+35% +$88.9K 0.17% 57
2021
Q4 		$250K Sell
3,266
-320
-9% -$25.5K 0.12% 70
2021
Q3 		$269K Sell
3,586
-104
-3% -$7.91K 0.14% 57
2021
Q2 		$287K Buy
3,690
+1,260
+52% +$93.7K 0.15% 56
2021
Q1 		$179K Sell
2,430
-215
-8% -$15.9K 0.1% 74
2020
Q4 		$206K Buy
2,645
+631
+31% +$48.3K 0.11% 49
2020
Q3 		$159K Buy
2,014
+51
+3% +$4K 0.1% 57
2020
Q2 		$145K Buy
1,963
+374
+24% +$28.2K 0.09% 68
2020
Q1 		$117K Buy
1,589
+1,109
+231% +$87.2K 0.09% 69
2019
Q4 		$42K Buy
+480
New +$39.4K 0.04% 137

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lloyd Advisory Services's MRK Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Merck (MRK) stake by 72% in Q1 2026, selling an estimated $79K and leaving 272 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #325.

Lloyd Advisory Services first reported a position in MRK in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.74M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Lloyd Advisory Services held 272 shares of Merck worth $32.8K as of Q1 2026.
  • Lloyd Advisory Services sold 684 Merck shares in Q1 2026, an estimated $79K.
  • Merck made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #325 holding.
  • Lloyd Advisory Services first reported a position in Merck in Q4 2019 and has held it in 16 quarters since.
  • Lloyd Advisory Services's Merck position peaked at $2.74M in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.