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LMG Wealth Partners’s Merck MRK Stock Holding History

LMG Wealth Partners’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 		$3.02M Buy
25,087
+925
+4% +$107K 0.55% 56
2025
Q4 		$2.54M Sell
24,162
-1,851
-7% -$174K 0.47% 60
2025
Q3 		$2.18M Buy
26,013
+550
+2% +$45.3K 0.41% 69
2025
Q2 		$2.02M Buy
25,463
+1,680
+7% +$134K 0.41% 67
2025
Q1 		$2.13M Buy
23,783
+695
+3% +$64.9K 0.48% 62
2024
Q4 		$2.3M Buy
23,088
+708
+3% +$73K 0.5% 57
2024
Q3 		$2.54M Buy
22,380
+988
+5% +$117K 0.58% 48
2024
Q2 		$2.65M Buy
21,392
+434
+2% +$55.9K 0.66% 48
2024
Q1 		$2.77M Buy
20,958
+304
+1% +$37.5K 0.7% 46
2023
Q4 		$2.25M Buy
20,654
+888
+4% +$92.2K 0.63% 46
2023
Q3 		$2.03M Buy
19,766
+295
+2% +$31.8K 0.62% 47
2023
Q2 		$2.25M Buy
19,471
+513
+3% +$58.2K 0.69% 44
2023
Q1 		$2.02M Sell
18,958
-3,451
-15% -$373K 0.65% 45
2022
Q4 		$2.48M Buy
+22,409
New +$2.29M 0.82% 39

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

LMG Wealth Partners's MRK Position: Q1 2026 in Review

LMG Wealth Partners increased its Merck (MRK) stake by 3.8% in Q1 2026, buying an estimated $107K and bringing the position to 25,087 shares worth $3.02M. The position accounts for 0.55% of the portfolio, ranked #56.

LMG Wealth Partners first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • LMG Wealth Partners held 25,087 shares of Merck worth $3.02M as of Q1 2026.
  • LMG Wealth Partners bought 925 Merck shares in Q1 2026, an estimated $107K.
  • Merck made up 0.55% of LMG Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • LMG Wealth Partners first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.