LAM
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Lummis Asset Management’s Merck MRK Stock Holding History

Lummis Asset 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 		$2.06K Buy
+16
New +$1.87K ﹤0.01% 172
2025
Q1 		– Sell
-49
Closed -$4.88K – 166
2024
Q4 		$4.88K Hold
49
– – 0.01% 106
2024
Q3 		$5.56K Hold
49
– – 0.01% 108
2024
Q2 		$6.07K Hold
49
– – 0.01% 105
2024
Q1 		$6.47K Hold
49
– – 0.01% 108
2023
Q4 		$5.34K Buy
+49
New +$5.09K ﹤0.01% 135

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lummis Asset Management's MRK Position: Q2 2026 in Review

Lummis Asset Management opened a new position in Merck (MRK) in Q2 2026: 16 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #172 among its holdings. This is a return to the name: Lummis Asset Management previously reported a position in MRK as recently as Q4 2024.

Lummis Asset Management first reported a position in MRK in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.47K in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Lummis Asset Management held 16 shares of Merck worth $2.06K as of Q2 2026.
  • Merck was a new Lummis Asset Management position in Q2 2026.
  • Merck made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #172 holding.
  • Lummis Asset Management first reported a position in Merck in Q4 2023 and has held it in 6 quarters since.
  • Lummis Asset Management's Merck position peaked at $6.47K in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.