Lugano Financial Advisors SA (LFA)’s Merck MRK Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$101K	Hold	788	–	–	0.06%	109
2026 Q1	$94.8K	Hold	788	–	–	0.05%	115
2025 Q4	$82.9K	Hold	788	–	–	0.04%	131
2025 Q3	$66.1K	Sell	788 -77	-9%	-$6.34K	0.03%	126
2025 Q2	$68.5K	Buy	865 +77	+10%	+$6.12K	0.04%	126
2025 Q1	$70.7K	Hold	788	–	–	0.05%	122
2024 Q4	$78.4K	Hold	788	–	–	0.05%	124
2024 Q3	$89.5K	Buy	788 +107	+16%	+$12.7K	0.06%	118
2024 Q2	$84.3K	Buy	681 +591	+657%	+$76.1K	0.06%	113
2024 Q1	$11.9K	Hold	90	–	–	0.01%	153
2023 Q4	$9.81K	Hold	90	–	–	0.01%	161
2023 Q3	$9.27K	Sell	90 -1,026	-92%	-$111K	0.01%	153
2023 Q2	$129K	Hold	1,116	–	–	0.09%	90
2023 Q1	$119K	Hold	1,116	–	–	0.09%	60
2022 Q4	$124K	Hold	1,116	–	–	0.09%	70
2022 Q3	$96K	Hold	1,116	–	–	0.08%	70
2022 Q2	$101K	Hold	1,116	–	–	0.07%	71
2022 Q1	$93K	Hold	1,116	–	–	0.06%	73
2021 Q4	$86K	Hold	1,116	–	–	0.05%	75
2021 Q3	$84K	Buy	1,116 +1,026	+1,140%	+$78K	0.06%	68
2021 Q2	$7K	Sell	90 -4	-4%	-$298	﹤0.01%	94
2021 Q1	$7K	Hold	94	–	–	﹤0.01%	90
2020 Q4	$7K	Hold	94	–	–	0.01%	100
2020 Q3	$8K	Hold	94	–	–	0.01%	107
2020 Q2	$7K	Hold	94	–	–	0.01%	110
2020 Q1	$8K	Hold	94	–	–	0.01%	119
2019 Q4	$8K	Buy	+94	New	+$7.72K	0.01%	129
2019 Q2	$26K	Buy	330 +236	+251%	+$18.1K	0.02%	119
2019 Q1	$7K	Buy	+94	New	+$7.03K	﹤0.01%	124

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s MRK Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Merck (MRK) position steady in Q2 2026 at 788 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #109.

Lugano Financial Advisors SA (LFA) first reported a position in MRK in Q1 2019 and has held it in 29 quarters since. The position peaked at $129K in Q2 2023. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 788 shares of Merck worth $101K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Merck share count unchanged in Q2 2026.
Merck made up 0.06% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #109 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Merck in Q1 2019 and has held it in 29 quarters since.
Lugano Financial Advisors SA (LFA)'s Merck position peaked at $129K in Q2 2023.
3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.