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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
Q2 		$116K Buy
901
+629
+231% +$73.6K 0.04% 166
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 $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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's MRK Position: Q2 2026 in Review

Lloyd Advisory Services increased its Merck (MRK) stake by 231% in Q2 2026, buying an estimated $73.6K and bringing the position to 901 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #166.

Lloyd Advisory Services first reported a position in MRK in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.74M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Lloyd Advisory Services held 901 shares of Merck worth $116K as of Q2 2026.
  • Lloyd Advisory Services bought 629 Merck shares in Q2 2026, an estimated $73.6K.
  • Merck made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #166 holding.
  • Lloyd Advisory Services first reported a position in Merck in Q4 2019 and has held it in 17 quarters since.
  • Lloyd Advisory Services's Merck position peaked at $2.74M in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.