Lockerman Financial Group’s Merck MRK Stock Holding History

Lockerman Financial Group’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
2025 Q2	–	Sell	-2,640	Closed	-$237K	–	129
2025 Q1	$237K	Sell	2,640 -160	-6%	-$14.9K	0.36%	100
2024 Q4	$279K	Sell	2,800 -155	-5%	-$16K	0.47%	73
2024 Q3	$336K	Sell	2,955 -366	-11%	-$43.5K	0.57%	57
2024 Q2	$411K	Sell	3,321 -61	-2%	-$7.86K	0.75%	39
2024 Q1	$446K	Buy	3,382 +197	+6%	+$24.3K	0.85%	35
2023 Q4	$347K	Buy	3,185 +30	+1%	+$3.11K	0.8%	39
2023 Q3	$325K	Sell	3,155 -59	-2%	-$6.36K	0.87%	39
2023 Q2	$371K	Sell	3,214 -538	-14%	-$61.1K	1.03%	29
2023 Q1	$399K	Sell	3,752 -173	-4%	-$18.7K	1.1%	24
2022 Q4	$435K	Sell	3,925 -32	-0.8%	-$3.27K	1.27%	25
2022 Q3	$341K	Buy	3,957 +64	+2%	+$5.71K	0.98%	27
2022 Q2	$355K	Buy	3,893 +622	+19%	+$55.1K	1.13%	25
2022 Q1	$268K	Sell	3,271 -27	-0.8%	-$2.13K	0.72%	46
2021 Q4	$253K	Buy	+3,298	New	+$263K	0.66%	49

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lockerman Financial Group's MRK Position: Q2 2025 in Review

Lockerman Financial Group sold out of Merck (MRK) in Q2 2025, closing a stake of 2,640 shares — an estimated $237K sold.

Lockerman Financial Group first reported a position in MRK in Q4 2021 and held it in 14 quarters. The position peaked at $446K in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Lockerman Financial Group reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Lockerman Financial Group sold 2,640 Merck shares in Q2 2025, an estimated $237K.
Lockerman Financial Group first reported a position in Merck in Q4 2021 and held it in 14 quarters.
Lockerman Financial Group's Merck position peaked at $446K in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Lockerman Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.