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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lummis Asset Management's MRK Position: Q1 2025 in Review

Lummis Asset Management sold out of Merck (MRK) in Q1 2025, closing a stake of 49 shares — an estimated $4.88K sold.

Lummis Asset Management first reported a position in MRK in Q4 2023 and held it in 5 quarters. The position peaked at $6.47K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Lummis Asset Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Lummis Asset Management sold 49 Merck shares in Q1 2025, an estimated $4.88K.
  • Lummis Asset Management first reported a position in Merck in Q4 2023 and held it in 5 quarters.
  • Lummis Asset Management's Merck position peaked at $6.47K in Q1 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Lummis Asset Management's 13F filing for Q1 2025, filed 15 May 2025.