Lyell Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $683K | Buy |
5,675
+320
| +6% | +$36.9K | 0.05% | 134 |
|
|
2025
Q4 | $564K | Buy |
5,355
+370
| +7% | +$34.7K | 0.04% | 141 |
|
|
2025
Q3 | $418K | Sell |
4,985
-239
| -5% | -$19.7K | 0.03% | 158 |
|
|
2025
Q2 | $414K | Sell |
5,224
-315
| -6% | -$25K | 0.03% | 159 |
|
|
2025
Q1 | $497K | Sell |
5,539
-1,175
| -18% | -$110K | 0.05% | 146 |
|
|
2024
Q4 | $668K | Buy |
6,714
+152
| +2% | +$15.7K | 0.06% | 131 |
|
|
2024
Q3 | $745K | Hold |
6,562
| – | – | 0.07% | 131 |
|
|
2024
Q2 | $812K | Buy |
6,562
+467
| +8% | +$60.2K | 0.08% | 117 |
|
|
2024
Q1 | $804K | Sell |
6,095
-303
| -5% | -$37.3K | 0.08% | 117 |
|
|
2023
Q4 | $698K | Buy |
6,398
+4,333
| +210% | +$450K | 0.08% | 118 |
|
|
2023
Q3 | $213K | Hold |
2,065
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $238K | Sell |
2,065
-2,172
| -51% | -$247K | 0.03% | 171 |
|
|
2023
Q1 | $451K | Buy |
4,237
+124
| +3% | +$13.4K | 0.06% | 143 |
|
|
2022
Q4 | $456K | Buy |
4,113
+315
| +8% | +$32.2K | 0.07% | 138 |
|
|
2022
Q3 | $327K | Sell |
3,798
-10
| -0.3% | -$893 | 0.06% | 155 |
|
|
2022
Q2 | $350K | Buy |
3,808
+70
| +2% | +$6.21K | 0.06% | 152 |
|
|
2022
Q1 | $310K | Buy |
+3,738
| New | +$295K | 0.04% | 169 |
|
|
2020
Q2 | – | Sell |
-5,214
| Closed | -$386K | – | 126 |
|
|
2020
Q1 | $386K | Buy |
5,214
+1,228
| +31% | +$96.5K | 0.12% | 88 |
|
|
2019
Q4 | $348K | Buy |
3,986
+4
| +0.1% | +$329 | 0.09% | 96 |
|
|
2019
Q3 | $322K | Hold |
3,982
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $321K | Sell |
3,982
-1,423
| -26% | -$109K | 0.1% | 99 |
|
|
2019
Q1 | $432K | Buy |
5,405
+724
| +15% | +$54.1K | 0.14% | 93 |
|
|
2018
Q4 | $344K | Hold |
4,681
| – | – | 0.14% | 93 |
|
|
2018
Q3 | $319K | Sell |
4,681
-315
| -6% | -$20.1K | 0.11% | 97 |
|
|
2018
Q2 | $292K | Sell |
4,996
-688
| -12% | -$38.8K | 0.11% | 97 |
|
|
2018
Q1 | $298K | Buy |
5,684
+320
| +6% | +$17.3K | 0.11% | 94 |
|
|
2017
Q4 | $290K | Hold |
5,364
| – | – | 0.12% | 95 |
|
|
2017
Q3 | $330K | Sell |
5,364
-576
| -10% | -$34.9K | 0.14% | 92 |
|
|
2017
Q2 | $366K | Buy |
5,940
+1,572
| +36% | +$95.7K | 0.18% | 81 |
|
|
2017
Q1 | $267K | Sell |
4,368
-261
| -6% | -$15.8K | 0.14% | 89 |
|
|
2016
Q4 | $262K | Buy |
+4,629
| New | +$271K | 0.16% | 85 |
|
Other funds holding MRK
VCM
VPM
Lyell Wealth Management's MRK Position: Q1 2026 in Review
Lyell Wealth Management increased its Merck (MRK) stake by 6% in Q1 2026, buying an estimated $36.9K and bringing the position to 5,675 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #134.
Lyell Wealth Management first reported a position in MRK in Q4 2016 and has held it in 31 quarters since. The position peaked at $812K in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Lyell Wealth Management held 5,675 shares of Merck worth $683K as of Q1 2026.
- Lyell Wealth Management bought 320 Merck shares in Q1 2026, an estimated $36.9K.
- Merck made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #134 holding.
- Lyell Wealth Management first reported a position in Merck in Q4 2016 and has held it in 31 quarters since.
- Lyell Wealth Management's Merck position peaked at $812K in Q2 2024.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.