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Lodestar Private Asset Management’s Merck MRK Stock Holding History

Lodestar Private Asset 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
2025
Q1 		– Sell
-2,341
Closed -$233K – 217
2024
Q4 		$233K Hold
2,341
– – 0.03% 201
2024
Q3 		$266K Sell
2,341
-86
-4% -$10.2K 0.03% 192
2024
Q2 		$300K Sell
2,427
-65
-3% -$8.37K 0.04% 173
2024
Q1 		$329K Buy
2,492
+26
+1% +$3.21K 0.05% 166
2023
Q4 		$269K Sell
2,466
-29
-1% -$3.01K 0.04% 176
2023
Q3 		$257K Sell
2,495
-201
-7% -$21.7K 0.04% 170
2023
Q2 		$311K Buy
2,696
+105
+4% +$11.9K 0.05% 156
2023
Q1 		$276K Hold
2,591
– – 0.05% 162
2022
Q4 		$287K Buy
+2,591
New +$265K 0.06% 158

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lodestar Private Asset Management's MRK Position: Q1 2025 in Review

Lodestar Private Asset Management sold out of Merck (MRK) in Q1 2025, closing a stake of 2,341 shares — an estimated $233K sold.

Lodestar Private Asset Management first reported a position in MRK in Q4 2022 and held it in 9 quarters. The position peaked at $329K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Lodestar Private Asset Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Lodestar Private Asset Management sold 2,341 Merck shares in Q1 2025, an estimated $233K.
  • Lodestar Private Asset Management first reported a position in Merck in Q4 2022 and held it in 9 quarters.
  • Lodestar Private Asset Management's Merck position peaked at $329K in Q1 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Lodestar Private Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.