Lodestone Wealth Management
MRK icon

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
Q3 		$4.73M Sell
32,580
-213
-0.6% -$29.4K 1.59% 12
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
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Lodestone Wealth Management's MRK Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Merck (MRK) stake by 0.65% in Q3 2026, selling an estimated $29.4K and leaving 32,580 shares worth $4.73M. The position accounts for 1.59% of the portfolio, ranked #12.

Lodestone Wealth Management first reported a position in MRK in Q4 2022 and has held it in 16 quarters since. 1,610 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Lodestone Wealth Management held 32,580 shares of Merck worth $4.73M as of Q3 2026.
  • Lodestone Wealth Management sold 213 Merck shares in Q3 2026, an estimated $29.4K.
  • Merck made up 1.59% of Lodestone Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Lodestone Wealth Management first reported a position in Merck in Q4 2022 and has held it in 16 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.