Luts & Greenleigh Group’s Merck MRK Stock Holding History

Luts & Greenleigh Group’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 Q1	$558K	Buy	4,642 +11	+0.2%	+$1.27K	0.44%	41
2025 Q4	$488K	Sell	4,631 -79	-2%	-$7.42K	0.41%	45
2025 Q3	$395K	Buy	4,710 +2	+0%	+$165	0.35%	52
2025 Q2	$373K	Buy	4,708 +171	+4%	+$13.6K	0.36%	52
2025 Q1	$407K	Sell	4,537 -327	-7%	-$30.5K	0.4%	48
2024 Q4	$484K	Buy	4,864 +421	+9%	+$43.4K	0.48%	43
2024 Q3	$504K	Sell	4,443 -41	-0.9%	-$4.87K	0.48%	43
2024 Q2	$555K	Buy	+4,484	New	+$578K	0.58%	35
2023 Q4	$597K	Buy	5,472 +40	+0.7%	+$4.15K	0.75%	29
2023 Q3	$559K	Sell	5,432 -194	-3%	-$20.9K	0.69%	32
2023 Q2	$649K	Buy	5,626 +152	+3%	+$17.3K	0.8%	30
2023 Q1	$582K	Buy	5,474 +47	+0.9%	+$5.07K	0.74%	28
2022 Q4	$602K	Buy	+5,427	New	+$555K	0.76%	25

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luts & Greenleigh Group's MRK Position: Q1 2026 in Review

Luts & Greenleigh Group increased its Merck (MRK) stake by 0.24% in Q1 2026, buying an estimated $1.27K and bringing the position to 4,642 shares worth $558K. The position accounts for 0.44% of the portfolio, ranked #41.

Luts & Greenleigh Group first reported a position in MRK in Q4 2022 and has held it in 13 quarters since. The position peaked at $649K in Q2 2023. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Luts & Greenleigh Group held 4,642 shares of Merck worth $558K as of Q1 2026.
Luts & Greenleigh Group bought 11 Merck shares in Q1 2026, an estimated $1.27K.
Merck made up 0.44% of Luts & Greenleigh Group's portfolio in Q1 2026, its #41 holding.
Luts & Greenleigh Group first reported a position in Merck in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's Merck position peaked at $649K in Q2 2023.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.