Lowe Wealth Advisors’s Merck MRK Stock Holding History

Lowe Wealth Advisors’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 Q3	$21K	Sell	250 -15	-6%	-$1.24K	0.01%	205
2025 Q2	$21K	Sell	265 -100	-27%	-$7.95K	0.01%	194
2025 Q1	$32.8K	Sell	365 -168	-32%	-$15.7K	0.01%	160
2024 Q4	$53K	Sell	533 -100	-16%	-$10.3K	0.02%	129
2024 Q3	$71.9K	Buy	633 +101	+19%	+$12K	0.03%	101
2024 Q2	$65.9K	Sell	532 -30	-5%	-$3.86K	0.03%	104
2024 Q1	$74.2K	Sell	562 -55	-9%	-$6.78K	0.03%	93
2023 Q4	$67.3K	Sell	617 -75	-11%	-$7.79K	0.03%	95
2023 Q3	$71.2K	Sell	692 -100	-13%	-$10.8K	0.04%	87
2023 Q2	$91.4K	Sell	792 -50	-6%	-$5.68K	0.05%	82
2023 Q1	$89.6K	Sell	842 -344	-29%	-$37.1K	0.05%	79
2022 Q4	$132K	Sell	1,186 -200	-14%	-$20.4K	0.07%	59
2022 Q3	$119K	Sell	1,386 -41	-3%	-$3.66K	0.07%	55
2022 Q2	$130K	Sell	1,427 -440	-24%	-$39K	0.07%	54
2022 Q1	$153K	Sell	1,867 -1,302	-41%	-$103K	0.07%	52
2021 Q4	$243K	Buy	3,169 +230	+8%	+$18.3K	0.11%	41
2021 Q3	$221K	Buy	2,939 +425	+17%	+$32.3K	0.1%	43
2021 Q2	$196K	Buy	2,514 +2,002	+391%	+$149K	0.09%	43
2021 Q1	$38K	Hold	512	–	–	0.02%	103
2020 Q4	$40K	Hold	512	–	–	0.02%	97
2020 Q3	$41K	Sell	512 -315	-38%	-$24.7K	0.02%	87
2020 Q2	$61K	Sell	827 -583	-41%	-$43.9K	0.04%	59
2020 Q1	$103K	Sell	1,410 -7	-0.5%	-$550	0.07%	40
2019 Q4	$123K	Sell	1,417 -46	-3%	-$3.78K	0.07%	38
2019 Q3	$118K	Hold	1,463	–	–	0.07%	37
2019 Q2	$117K	Buy	1,463 +157	+12%	+$12K	0.07%	37
2019 Q1	$103K	Hold	1,306	–	–	0.06%	41
2018 Q4	$95K	Sell	1,306 -81	-6%	-$5.72K	0.06%	40
2018 Q3	$94K	Sell	1,387 -128	-8%	-$8.15K	0.06%	43
2018 Q2	$88K	Hold	1,515	–	–	0.05%	44
2018 Q1	$79K	Sell	1,515 -420	-22%	-$22.7K	0.05%	46
2017 Q4	$104K	Hold	1,935	–	–	0.06%	46
2017 Q3	$118K	Sell	1,935 -364	-16%	-$22.1K	0.07%	45
2017 Q2	$141K	Hold	2,299	–	–	0.09%	38
2017 Q1	$139K	Hold	2,299	–	–	0.09%	37
2016 Q4	$129K	Sell	2,299 -446	-16%	-$26.1K	0.09%	36
2016 Q3	$163K	Hold	2,745	–	–	0.11%	32
2016 Q2	$151K	Buy	2,745 +48	+2%	+$2.56K	0.1%	34
2016 Q1	$136K	Hold	2,697	–	–	0.09%	36
2015 Q4	$136K	Hold	2,697	–	–	0.09%	37
2015 Q3	$127K	Sell	2,697 -52	-2%	-$2.76K	0.1%	33
2015 Q2	$149K	Hold	2,749	–	–	0.1%	37
2015 Q1	$151K	Buy	2,749 +52	+2%	+$2.94K	0.1%	34
2014 Q4	$146K	Buy	+2,697	New	+$150K	0.1%	33

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lowe Wealth Advisors's MRK Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Merck (MRK) stake by 5.7% in Q3 2025, selling an estimated $1.24K and leaving 250 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #205.

Lowe Wealth Advisors first reported a position in MRK in Q4 2014 and has held it in 44 quarters since. The position peaked at $243K in Q4 2021. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Lowe Wealth Advisors held 250 shares of Merck worth $21K as of Q3 2025.
Lowe Wealth Advisors sold 15 Merck shares in Q3 2025, an estimated $1.24K.
Merck made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #205 holding.
Lowe Wealth Advisors first reported a position in Merck in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's Merck position peaked at $243K in Q4 2021.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.