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Lockheed Martin Investment Management’s Merck MRK Stock Holding History

Lockheed Martin Investment Management’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 		$4.18M Sell
32,500
-56,800
-64% -$6.65M 0.17% 82
2026
Q1 		$10.7M Sell
89,300
-4,500
-5% -$520K 0.39% 50
2025
Q4 		$9.87M Sell
93,800
-47,500
-34% -$4.46M 0.33% 52
2025
Q3 		$11.9M Buy
141,300
+5,200
+4% +$428K 0.44% 45
2025
Q2 		$10.8M Buy
+136,100
New +$10.8M 0.39% 48
2025
Q1 		– Sell
-37,500
Closed -$3.73M – 115
2024
Q4 		$3.73M Buy
37,500
+23,700
+172% +$2.44M 0.15% 80
2024
Q3 		$1.57M Buy
13,800
+6,800
+97% +$808K 0.07% 93
2024
Q2 		$867K Buy
+7,000
New +$902K 0.05% 107
2018
Q2 		– Sell
-14,672
Closed -$763K – 115
2018
Q1 		$763K Hold
14,672
– – 0.03% 101
2017
Q4 		$788K Buy
+14,672
New +$813K 0.04% 105
2017
Q1 		– Sell
-39,510
Closed -$2.22M – 125
2016
Q4 		$2.22M Sell
39,510
-3,458
-8% -$202K 0.19% 65
2016
Q3 		$2.56M Sell
42,968
-19,912
-32% -$1.16M 0.22% 62
2016
Q2 		$3.46M Buy
62,880
+47,160
+300% +$2.51M 0.34% 45
2016
Q1 		$794K Buy
+15,720
New +$770K 0.08% 63
2015
Q4 		– Sell
-11,528
Closed -$543K – 98
2015
Q3 		$543K Hold
11,528
– – 0.06% 79
2015
Q2 		$626K Sell
11,528
-29,501
-72% -$1.65M 0.03% 108
2015
Q1 		$2.25M Buy
41,029
+16,925
+70% +$958K 0.11% 76
2014
Q4 		$1.31M Hold
24,104
– – 0.06% 83
2014
Q3 		$1.36M Sell
24,104
-26,200
-52% -$1.47M 0.06% 86
2014
Q2 		$2.78M Sell
50,304
-237,896
-83% -$13M 0.13% 62
2014
Q1 		$15.6M Buy
288,200
+249,424
+643% +$12.9M 0.8% 21
2013
Q4 		$1.85M Sell
38,776
-13,624
-26% -$623K 0.1% 80
2013
Q3 		$2.38M Buy
+52,400
New +$2.39M 0.14% 70

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 $3.37T AUM 44.26% 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

Lockheed Martin Investment Management's MRK Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Merck (MRK) stake by 64% in Q2 2026, selling an estimated $6.65M and leaving 32,500 shares worth $4.18M. The position accounts for 0.17% of the portfolio, ranked #82.

Lockheed Martin Investment Management first reported a position in MRK in Q3 2013 and has held it in 23 quarters since. The position peaked at $15.6M in Q1 2014. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Lockheed Martin Investment Management held 32,500 shares of Merck worth $4.18M as of Q2 2026.
  • Lockheed Martin Investment Management sold 56,800 Merck shares in Q2 2026, an estimated $6.65M.
  • Merck made up 0.17% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #82 holding.
  • Lockheed Martin Investment Management first reported a position in Merck in Q3 2013 and has held it in 23 quarters since.
  • Lockheed Martin Investment Management's Merck position peaked at $15.6M in Q1 2014.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.