LWM Advisory Services’s Merck MRK Stock Holding History

LWM Advisory Services’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	$212K	Buy	+1,648	New	+$193K	0.38%	78
2025 Q1	–	Sell	-2,171	Closed	-$216K	–	99
2024 Q4	$216K	Sell	2,171 -375	-15%	-$38.7K	0.15%	90
2024 Q3	$289K	Buy	2,546 +442	+21%	+$52.5K	0.21%	78
2024 Q2	$260K	Sell	2,104 -488	-19%	-$62.9K	0.22%	71
2024 Q1	$342K	Sell	2,592 -30	-1%	-$3.7K	0.27%	67
2023 Q4	$286K	Buy	2,622 +31	+1%	+$3.22K	0.25%	65
2023 Q3	$267K	Sell	2,591 -54	-2%	-$5.82K	0.29%	59
2023 Q2	$302K	Sell	2,645 -400	-13%	-$45.4K	0.32%	58
2023 Q1	$326K	Buy	3,045 +2	+0.1%	+$216	0.35%	59
2022 Q4	$337K	Sell	3,043 -2,127	-41%	-$217K	0.37%	55
2022 Q3	$459K	Buy	5,170 +903	+21%	+$80.6K	0.52%	58
2022 Q2	$390K	Buy	4,267 +970	+29%	+$86K	0.47%	66
2022 Q1	$272K	Buy	3,297 +317	+11%	+$25K	0.34%	88
2021 Q4	$228K	Buy	+2,980	New	+$237K	0.28%	98

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 $3.38T AUM 44.17% 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

LWM Advisory Services's MRK Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Merck (MRK) in Q2 2026: 1,648 shares worth $212K. The stake represents 0.38% of the portfolio and ranks #78 among its holdings. This is a return to the name: LWM Advisory Services previously reported a position in MRK as recently as Q4 2024.

LWM Advisory Services first reported a position in MRK in Q4 2021 and has held it in 14 quarters since. The position peaked at $459K in Q3 2022. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

LWM Advisory Services held 1,648 shares of Merck worth $212K as of Q2 2026.
Merck was a new LWM Advisory Services position in Q2 2026.
Merck made up 0.38% of LWM Advisory Services's portfolio in Q2 2026, its #78 holding.
LWM Advisory Services first reported a position in Merck in Q4 2021 and has held it in 14 quarters since.
LWM Advisory Services's Merck position peaked at $459K in Q3 2022.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.