Lodestone Wealth Management’s Merck MRK Stock Holding History

Lodestone Wealth 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	$4.21M	Buy	32,793 +291	+0.9%	+$34.1K	1.49%	14
2026 Q1	$3.91M	Buy	32,502 +340	+1%	+$39.3K	1.55%	14
2025 Q4	$3.39M	Buy	32,162 +1,696	+6%	+$159K	1.38%	18
2025 Q3	$2.56M	Sell	30,466 -1,459	-5%	-$120K	1.15%	26
2025 Q2	$2.53M	Buy	31,925 +269	+0.8%	+$21.4K	1.23%	24
2025 Q1	$2.84M	Sell	31,656 -2,672	-8%	-$249K	1.51%	18
2024 Q4	$3.41M	Buy	34,328 +2,159	+7%	+$223K	1.71%	14
2024 Q3	$3.65M	Sell	32,169 -1,175	-4%	-$140K	1.83%	15
2024 Q2	$4.13M	Sell	33,344 -926	-3%	-$119K	2.18%	7
2024 Q1	$4.52M	Sell	34,270 -267	-0.8%	-$32.9K	2.37%	5
2023 Q4	$3.77M	Buy	34,537 +47	+0.1%	+$4.88K	2.18%	7
2023 Q3	$3.55M	Sell	34,490 -702	-2%	-$75.7K	2.49%	7
2023 Q2	$4.06M	Buy	35,192 +4,189	+14%	+$476K	2.78%	5
2023 Q1	$3.3M	Buy	31,003 +13	+0%	+$1.4K	2.54%	5
2022 Q4	$3.44M	Buy	+30,990	New	+$3.17M	2.77%	5

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lodestone Wealth Management's MRK Position: Q2 2026 in Review

Lodestone Wealth Management increased its Merck (MRK) stake by 0.9% in Q2 2026, buying an estimated $34.1K and bringing the position to 32,793 shares worth $4.21M. The position accounts for 1.49% of the portfolio, ranked #14.

Lodestone Wealth Management first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.52M in Q1 2024. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Lodestone Wealth Management held 32,793 shares of Merck worth $4.21M as of Q2 2026.
Lodestone Wealth Management bought 291 Merck shares in Q2 2026, an estimated $34.1K.
Merck made up 1.49% of Lodestone Wealth Management's portfolio in Q2 2026, its #14 holding.
Lodestone Wealth Management first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Merck position peaked at $4.52M in Q1 2024.
1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.