LWP
MRK icon

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
Q2 		$3.31M Buy
25,729
+642
+3% +$75.1K 0.53% 59
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 $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

LMG Wealth Partners's MRK Position: Q2 2026 in Review

LMG Wealth Partners increased its Merck (MRK) stake by 2.6% in Q2 2026, buying an estimated $75.1K and bringing the position to 25,729 shares worth $3.31M. The position accounts for 0.53% of the portfolio, ranked #59.

LMG Wealth Partners first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • LMG Wealth Partners held 25,729 shares of Merck worth $3.31M as of Q2 2026.
  • LMG Wealth Partners bought 642 Merck shares in Q2 2026, an estimated $75.1K.
  • Merck made up 0.53% of LMG Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • LMG Wealth Partners first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.