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LM Advisors’s Merck MRK Stock Holding History

LM Advisors’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 		$14.3K Buy
1,727
+215
+14% +$24.8K 0.23% 80
2025
Q4 		$14.3K Sell
1,512
-15,889
-91% -$1.49M 0.26% 77
2025
Q3 		$1.48M Buy
17,401
+2,000
+13% +$165K 0.21% 77
2025
Q2 		$1.22M Sell
15,401
-11,547
-43% -$918K 0.16% 71
2025
Q1 		$2.42M Buy
26,948
+6,902
+34% +$644K 0.44% 43
2024
Q4 		$2.01M Buy
20,046
+7,795
+64% +$804K 0.36% 52
2024
Q3 		$1.39M Sell
12,251
-265
-2% -$31.5K 0.28% 64
2024
Q2 		$1.55M Sell
12,516
-1,784
-12% -$230K ﹤0.01% 79
2024
Q1 		$1.89M Sell
14,300
-3,371
-19% -$416K 0.3% 69
2023
Q4 		$1.93M Buy
+17,671
New +$1.83M 0.39% 53

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

LM Advisors's MRK Position: Q1 2026 in Review

LM Advisors increased its Merck (MRK) stake by 14% in Q1 2026, buying an estimated $24.8K and bringing the position to 1,727 shares worth $14.3K. The position accounts for 0.23% of the portfolio, ranked #80.

LM Advisors first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q1 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • LM Advisors held 1,727 shares of Merck worth $14.3K as of Q1 2026.
  • LM Advisors bought 215 Merck shares in Q1 2026, an estimated $24.8K.
  • Merck made up 0.23% of LM Advisors's portfolio in Q1 2026, its #80 holding.
  • LM Advisors first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Merck position peaked at $2.42M in Q1 2025.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.