LVM Capital Management’s Merck MRK Stock Holding History

LVM Capital 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	$1.53M	Sell	11,893 -250	-2%	-$29.3K	0.13%	68
2026 Q1	$1.46M	Buy	12,143 +166	+1%	+$19.2K	0.14%	68
2025 Q4	$1.26M	Sell	11,977 -215	-2%	-$20.2K	0.12%	69
2025 Q3	$1.02M	Hold	12,192	–	–	0.1%	76
2025 Q2	$965K	Sell	12,192 -388	-3%	-$30.8K	0.1%	77
2025 Q1	$1.13M	Sell	12,580 -300	-2%	-$28K	0.13%	68
2024 Q4	$1.28M	Sell	12,880 -431	-3%	-$44.4K	0.14%	65
2024 Q3	$1.65M	Hold	13,311	–	–	0.19%	59
2024 Q2	$1.65M	Buy	13,311 +46	+0.3%	+$5.92K	0.19%	59
2024 Q1	$1.75M	Buy	13,265 +126	+1%	+$15.5K	0.21%	60
2023 Q4	$1.43M	Buy	13,139 +1,133	+9%	+$118K	0.18%	61
2023 Q3	$1.24M	Sell	12,006 -540	-4%	-$58.2K	0.17%	64
2023 Q2	$1.45M	Hold	12,546	–	–	0.19%	60
2023 Q1	$1.33M	Buy	12,546 +200	+2%	+$21.6K	0.19%	61
2022 Q4	$1.37M	Sell	12,346 -23	-0.2%	-$2.35K	0.2%	61
2022 Q3	$1.06M	Buy	12,369 +654	+6%	+$58.4K	0.16%	65
2022 Q2	$1.07M	Buy	11,715 +100	+0.9%	+$8.87K	0.15%	65
2022 Q1	$953K	Buy	11,615 +3,139	+37%	+$247K	0.13%	69
2021 Q4	$650K	Buy	8,476 +140	+2%	+$11.2K	0.09%	76
2021 Q3	$626K	Hold	8,336	–	–	0.09%	77
2021 Q2	$648K	Sell	8,336 -400	-5%	-$29.8K	0.1%	75
2021 Q1	$643K	Sell	8,736 -35	-0.4%	-$2.58K	0.1%	74
2020 Q4	$685K	Hold	8,771	–	–	0.12%	70
2020 Q3	$694K	Hold	8,771	–	–	0.13%	62
2020 Q2	$647K	Buy	8,771 +133	+2%	+$10K	0.13%	64
2020 Q1	$634K	Sell	8,638 -104	-1%	-$8.17K	0.16%	54
2019 Q4	$759K	Sell	8,742 -210	-2%	-$17.2K	0.15%	56
2019 Q3	$719K	Sell	8,952 -1,467	-14%	-$118K	0.15%	56
2019 Q2	$834K	Sell	10,419 -315	-3%	-$24.1K	0.19%	52
2019 Q1	$852K	Sell	10,734 -11	-0.1%	-$823	0.2%	52
2018 Q4	$783K	Hold	10,745	–	–	0.21%	50
2018 Q3	$727K	Sell	10,745 -524	-5%	-$33.4K	0.17%	60
2018 Q2	$653K	Buy	11,269 +629	+6%	+$35.5K	0.16%	60
2018 Q1	$553K	Hold	10,640	–	–	0.13%	62
2017 Q4	$571K	Sell	10,640 -944	-8%	-$52.3K	0.13%	62
2017 Q3	$708K	Buy	11,584 +848	+8%	+$51.4K	0.17%	56
2017 Q2	$657K	Buy	10,736 +734	+7%	+$44.7K	0.17%	56
2017 Q1	$606K	Sell	10,002 -956	-9%	-$58K	0.16%	60
2016 Q4	$616K	Sell	10,958 -1,487	-12%	-$87K	0.17%	58
2016 Q3	$687K	Buy	12,445 +1,213	+11%	+$70.9K	0.22%	55
2016 Q2	$617K	Sell	11,232 -315	-3%	-$16.8K	0.18%	55
2016 Q1	$583K	Sell	11,547 -209	-2%	-$10.2K	0.19%	54
2015 Q4	$593K	Hold	11,756	–	–	0.21%	52
2015 Q3	$554K	Sell	11,756 -210	-2%	-$11.2K	0.2%	59
2015 Q2	$650K	Sell	11,966 -157	-1%	-$8.8K	0.22%	52
2015 Q1	$665K	Sell	12,123 -322	-3%	-$18.2K	0.22%	53
2014 Q4	$674K	Hold	12,445	–	–	0.22%	53
2014 Q3	$704K	Hold	12,445	–	–	0.23%	54
2014 Q2	$687K	Sell	12,445 -524	-4%	-$28.6K	0.22%	55
2014 Q1	$703K	Buy	12,969 +236	+2%	+$12.2K	0.25%	53
2013 Q4	$608K	Sell	12,733 -5,964	-32%	-$273K	0.22%	56
2013 Q3	$849K	Buy	18,697 +239	+1%	+$10.9K	0.32%	50
2013 Q2	$818K	Buy	+18,458	New	+$824K	0.33%	48

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LVM Capital Management's MRK Position: Q2 2026 in Review

LVM Capital Management reduced its Merck (MRK) stake by 2.1% in Q2 2026, selling an estimated $29.3K and leaving 11,893 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #68.

LVM Capital Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.75M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

LVM Capital Management held 11,893 shares of Merck worth $1.53M as of Q2 2026.
LVM Capital Management sold 250 Merck shares in Q2 2026, an estimated $29.3K.
Merck made up 0.13% of LVM Capital Management's portfolio in Q2 2026, its #68 holding.
LVM Capital Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's Merck position peaked at $1.75M in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.