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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
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 $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

Lockheed Martin Investment Management's MRK Position: Q1 2026 in Review

Lockheed Martin Investment Management reduced its Merck (MRK) stake by 4.8% in Q1 2026, selling an estimated $520K and leaving 89,300 shares worth $10.7M. The position accounts for 0.39% of the portfolio, ranked #50.

Lockheed Martin Investment Management first reported a position in MRK in Q3 2013 and has held it in 22 quarters since. The position peaked at $15.6M in Q1 2014. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Lockheed Martin Investment Management held 89,300 shares of Merck worth $10.7M as of Q1 2026.
  • Lockheed Martin Investment Management sold 4,500 Merck shares in Q1 2026, an estimated $520K.
  • Merck made up 0.39% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #50 holding.
  • Lockheed Martin Investment Management first reported a position in Merck in Q3 2013 and has held it in 22 quarters since.
  • Lockheed Martin Investment Management's Merck position peaked at $15.6M in Q1 2014.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.