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LRI Investments’s Merck MRK Stock Holding History

LRI Investments’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 		$1.96M Buy
15,221
+578
+4% +$67.7K 0.16% 76
2026
Q1 		$1.76M Buy
14,643
+1,401
+11% +$162K 0.16% 77
2025
Q4 		$1.39M Sell
13,242
-509
-4% -$47.8K 0.11% 87
2025
Q3 		$1.15M Buy
13,751
+1,043
+8% +$85.9K 0.09% 105
2025
Q2 		$1.01M Buy
12,708
+87
+0.7% +$6.92K 0.09% 106
2025
Q1 		$1.13M Sell
12,621
-1,524
-11% -$142K 0.11% 92
2024
Q4 		$1.41M Buy
14,145
+1,109
+9% +$114K 0.14% 59
2024
Q3 		$1.28M Buy
13,036
+8,751
+204% +$1.04M 0.12% 69
2024
Q2 		$530K Buy
4,285
+1,744
+69% +$225K 0.06% 105
2024
Q1 		$335K Buy
+2,541
New +$313K 0.08% 100

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's MRK Position: Q2 2026 in Review

LRI Investments increased its Merck (MRK) stake by 3.9% in Q2 2026, buying an estimated $67.7K and bringing the position to 15,221 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #76.

LRI Investments first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. 1,779 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • LRI Investments held 15,221 shares of Merck worth $1.96M as of Q2 2026.
  • LRI Investments bought 578 Merck shares in Q2 2026, an estimated $67.7K.
  • Merck made up 0.16% of LRI Investments's portfolio in Q2 2026, its #76 holding.
  • LRI Investments first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • 1,779 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.