Lorne Steinberg Wealth Management’s Merck MRK Stock Holding History

Lorne Steinberg 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	$388K	Hold	3,023	–	–	0.08%	61
2026 Q1	$364K	Hold	3,023	–	–	0.09%	60
2025 Q4	$318K	Hold	3,023	–	–	0.07%	61
2025 Q3	$254K	Buy	3,023 +400	+15%	+$32.9K	0.06%	65
2025 Q2	$208K	Hold	2,623	–	–	0.05%	70
2025 Q1	$235K	Hold	2,623	–	–	0.07%	65
2024 Q4	$261K	Hold	2,623	–	–	0.08%	63
2024 Q3	$298K	Hold	2,623	–	–	0.09%	63
2024 Q2	$325K	Hold	2,623	–	–	0.1%	62
2024 Q1	$346K	Hold	2,623	–	–	0.11%	64
2023 Q4	$286K	Sell	2,623 -400	-13%	-$41.5K	0.1%	65
2023 Q3	$311K	Hold	3,023	–	–	0.12%	63
2023 Q2	$349K	Sell	3,023 -200	-6%	-$22.7K	0.13%	60
2023 Q1	$343K	Hold	3,223	–	–	0.14%	60
2022 Q4	$358K	Hold	3,223	–	–	0.15%	62
2022 Q3	$278K	Hold	3,223	–	–	0.14%	58
2022 Q2	$294K	Hold	3,223	–	–	0.14%	60
2022 Q1	$264K	Hold	3,223	–	–	0.12%	58
2021 Q4	$247K	Hold	3,223	–	–	0.11%	61
2021 Q3	$242K	Hold	3,223	–	–	0.12%	61
2021 Q2	$251K	Sell	3,223 -155	-5%	-$11.5K	0.12%	59
2021 Q1	$248K	Hold	3,378	–	–	0.13%	58
2020 Q4	$2.65M	Buy	+3,378	New	+$258K	1.65%	29

Other funds holding MRK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Lorne Steinberg Wealth Management's MRK Position: Q2 2026 in Review

Lorne Steinberg Wealth Management held its Merck (MRK) position steady in Q2 2026 at 3,023 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #61.

Lorne Steinberg Wealth Management first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.65M in Q4 2020. 1,784 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Lorne Steinberg Wealth Management held 3,023 shares of Merck worth $388K as of Q2 2026.
Lorne Steinberg Wealth Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.08% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #61 holding.
Lorne Steinberg Wealth Management first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
Lorne Steinberg Wealth Management's Merck position peaked at $2.65M in Q4 2020.
1,784 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.