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LMCG Investments’s Merck MRK Stock Holding History

LMCG Investments’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 		$18.2M Sell
141,678
-1,287
-0.9% -$151K 0.98% 31
2026
Q1 		$17.2M Buy
142,965
+440
+0.3% +$50.8K 1.02% 26
2025
Q4 		$15M Buy
142,525
+18,415
+15% +$1.73M 0.86% 33
2025
Q3 		$10.4M Buy
124,110
+12,284
+11% +$1.01M 0.61% 55
2025
Q2 		$8.85M Sell
111,826
-790
-0.7% -$62.8K 0.55% 65
2025
Q1 		$10.1M Sell
112,616
-1,670
-1% -$156K 0.67% 47
2024
Q4 		$11.4M Buy
114,286
+1,904
+2% +$196K 0.7% 46
2024
Q3 		$12.8M Buy
112,382
+546
+0.5% +$64.9K 0.77% 39
2024
Q2 		$13.8M Sell
111,836
-1,354
-1% -$174K 0.81% 27
2024
Q1 		$14.9M Sell
113,190
-18,584
-14% -$2.29M 0.88% 25
2023
Q4 		$14.4M Sell
131,774
-1,584
-1% -$164K 0.89% 22
2023
Q3 		$13.7M Sell
133,358
-3,653
-3% -$394K 0.93% 20
2023
Q2 		$15.8M Sell
137,011
-2,702
-2% -$307K 1.02% 19
2023
Q1 		$14.9M Sell
139,713
-5,402
-4% -$583K 0.99% 19
2022
Q4 		$16.1M Sell
145,115
-5,745
-4% -$587K 1.12% 18
2022
Q3 		$13M Sell
150,860
-9,300
-6% -$830K 0.95% 20
2022
Q2 		$14.6M Sell
160,160
-1,688
-1% -$150K 1.01% 22
2022
Q1 		$13.3M Buy
+161,848
New +$12.8M 0.77% 27
2015
Q3 		$9.46M Buy
200,815
+14,132
+8% +$751K 0.2% 196
2015
Q2 		$10.1M Sell
186,683
-62
-0% -$3.48K 0.22% 176
2015
Q1 		$10.2M Sell
186,745
-60
-0% -$3.4K 0.21% 195
2014
Q4 		$10.1M Buy
186,805
+2,264
+1% +$126K 0.22% 187
2014
Q3 		$10.4M Buy
184,541
+1,020
+0.6% +$57.3K 0.23% 182
2014
Q2 		$10.1M Sell
183,521
-23,495
-11% -$1.28M 0.22% 194
2014
Q1 		$11.2M Buy
207,016
+2,376
+1% +$123K 0.25% 166
2013
Q4 		$9.77M Buy
204,640
+52,455
+34% +$2.4M 0.21% 197
2013
Q3 		$6.91M Sell
152,185
-14,385
-9% -$657K 0.17% 220
2013
Q2 		$7.38M Buy
+166,570
New +$7.44M 0.19% 183

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LMCG Investments's MRK Position: Q2 2026 in Review

LMCG Investments reduced its Merck (MRK) stake by 0.9% in Q2 2026, selling an estimated $151K and leaving 141,678 shares worth $18.2M. The position accounts for 0.98% of the portfolio, ranked #31.

LMCG Investments first reported a position in MRK in Q2 2013 and has held it in 28 quarters since. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • LMCG Investments held 141,678 shares of Merck worth $18.2M as of Q2 2026.
  • LMCG Investments sold 1,287 Merck shares in Q2 2026, an estimated $151K.
  • Merck made up 0.98% of LMCG Investments's portfolio in Q2 2026, its #31 holding.
  • LMCG Investments first reported a position in Merck in Q2 2013 and has held it in 28 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.