LPL Financial
MRK icon

LPL Financial’s Merck MRK Stock Holding History

LPL Financial’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
2020
Q4 		– Sell
-2,830
Closed -$224K – 3840
2020
Q3 		$224K Sell
2,830
-1,257
-31% -$98.5K ﹤0.01% 3123
2020
Q2 		$302K Buy
+4,087
New +$308K ﹤0.01% 2827
2020
Q1 		– Sell
-3,878
Closed -$337K – 3360
2019
Q4 		$337K Sell
3,878
-628
-14% -$51.6K ﹤0.01% 2688
2019
Q3 		$362K Hold
4,506
– – ﹤0.01% 2530
2019
Q2 		$361K Buy
+4,506
New +$345K ﹤0.01% 2548

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial's MRK Position: Q1 2026 in Review

LPL Financial increased its Merck (MRK) stake by 6.4% in Q1 2026, buying an estimated $26.1M and bringing the position to 3,782,188 shares worth $455M. The position accounts for 0.12% of the portfolio, ranked #176.

LPL Financial first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • LPL Financial held 3,782,188 shares of Merck worth $455M as of Q1 2026.
  • LPL Financial bought 226,190 Merck shares in Q1 2026, an estimated $26.1M.
  • Merck made up 0.12% of LPL Financial's portfolio in Q1 2026, its #176 holding.
  • LPL Financial first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.