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Moody Lynn & Lieberson’s Merck MRK Stock Holding History

Moody Lynn & Lieberson’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 		$14.2M Buy
110,547
+60,711
+122% +$7.11M 0.75% 34
2026
Q1 		$5.99M Buy
49,836
+4,732
+10% +$546K 0.34% 48
2025
Q4 		$4.75M Buy
45,104
+8,530
+23% +$801K 0.25% 53
2025
Q3 		$3.07M Sell
36,574
-1,219
-3% -$100K 0.17% 74
2025
Q2 		$2.99M Sell
37,793
-9,878
-21% -$785K 0.17% 79
2025
Q1 		$4.28M Sell
47,671
-26,544
-36% -$2.48M 0.27% 55
2024
Q4 		$7.38M Sell
74,215
-3,071
-4% -$317K 0.45% 44
2024
Q3 		$8.78M Sell
77,286
-55,686
-42% -$6.62M 0.54% 43
2024
Q2 		$16.5M Buy
132,972
+14,399
+12% +$1.85M 1.08% 29
2024
Q1 		$15.6M Buy
118,573
+15,928
+16% +$1.96M 1.05% 31
2023
Q4 		$11.2M Sell
102,645
-189
-0.2% -$19.6K 0.85% 34
2023
Q3 		$10.6M Buy
102,834
+99
+0.1% +$10.7K 0.91% 35
2023
Q2 		$11.9M Sell
102,735
-15,508
-13% -$1.76M 0.96% 34
2023
Q1 		$12.6M Buy
118,243
+6,113
+5% +$660K 1.13% 30
2022
Q4 		$12.4M Buy
112,130
+12,823
+13% +$1.31M 1.14% 31
2022
Q3 		$8.55M Sell
99,307
-2,619
-3% -$234K 0.83% 44
2022
Q2 		$9.29M Buy
101,926
+38,071
+60% +$3.38M 0.84% 38
2022
Q1 		$5.24M Buy
63,855
+5,126
+9% +$404K 0.38% 58
2021
Q4 		$4.5M Sell
58,729
-160
-0.3% -$12.7K 0.3% 61
2021
Q3 		$4.42M Sell
58,889
-32,262
-35% -$2.45M 0.33% 67
2021
Q2 		$7.09M Buy
91,151
+8,102
+10% +$603K 0.53% 54
2021
Q1 		$6.11M Buy
83,049
+6,631
+9% +$489K 0.51% 55
2020
Q4 		$5.96M Sell
76,418
-23,559
-24% -$1.8M 0.51% 55
2020
Q3 		$7.91M Sell
99,977
-6,808
-6% -$533K 0.78% 41
2020
Q2 		$7.88M Sell
106,785
-1,034
-1% -$77.8K 0.86% 36
2020
Q1 		$7.92K Buy
107,819
+30,844
+40% +$2.42M 1.09% 31
2019
Q4 		$6.68M Buy
76,975
+5,475
+8% +$450K 0.64% 49
2019
Q3 		$5.74M Sell
71,500
-62,695
-47% -$5.02M 0.64% 53
2019
Q2 		$10.7M Buy
134,195
+60,315
+82% +$4.62M 1.18% 32
2019
Q1 		$5.86M Sell
73,880
-73,183
-50% -$5.47M 0.67% 50
2018
Q4 		$10.7M Buy
147,063
+11,632
+9% +$821K 1.44% 27
2018
Q3 		$9.17M Buy
135,431
+76,064
+128% +$4.85M 0.97% 36
2018
Q2 		$3.44M Sell
59,367
-1,023
-2% -$57.7K 0.41% 60
2018
Q1 		$3.14M Sell
60,390
-981
-2% -$53K 0.38% 61
2017
Q4 		$3.55M Sell
61,371
-54,081
-47% -$3M 0.38% 58
2017
Q3 		$7.05M Buy
115,452
+35,955
+45% +$2.18M 0.86% 39
2017
Q2 		$4.86M Sell
79,497
-42,305
-35% -$2.58M 0.64% 50
2017
Q1 		$7.38M Buy
121,802
+80,032
+192% +$4.86M 1.04% 36
2016
Q4 		$2.35M Sell
41,770
-65,338
-61% -$3.82M 0.34% 68
2016
Q3 		$6.38M Buy
107,108
+64,884
+154% +$3.79M 1.06% 36
2016
Q2 		$2.32M Buy
42,224
+265
+0.6% +$14.1K 0.42% 56
2016
Q1 		$2.12M Sell
41,959
-124
-0.3% -$6.07K 0.33% 73
2015
Q4 		$2.12M Buy
42,083
+3,930
+10% +$198K 0.33% 75
2015
Q3 		$1.8M Sell
38,153
-4,740
-11% -$252K 0.34% 68
2015
Q2 		$2.33M Sell
42,893
-130,499
-75% -$7.32M 0.37% 70
2015
Q1 		$9.51M Sell
173,392
-4,886
-3% -$277K 1.52% 21
2014
Q4 		$9.66M Sell
178,278
-2,449
-1% -$136K 1.38% 26
2014
Q3 		$10.2M Sell
180,727
-4,098
-2% -$230K 1.52% 21
2014
Q2 		$10.2M Sell
184,825
-694
-0.4% -$37.9K 1.4% 24
2014
Q1 		$10.1M Buy
185,519
+144,553
+353% +$7.49M 1.46% 18
2013
Q4 		$1.96M Sell
40,966
-1,101
-3% -$50.3K 0.27% 91
2013
Q3 		$1.91M Buy
42,067
+175
+0.4% +$7.99K 0.3% 91
2013
Q2 		$1.86M Buy
+41,892
New +$1.87M 0.32% 79

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Moody Lynn & Lieberson's MRK Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Merck (MRK) stake by 122% in Q2 2026, buying an estimated $7.11M and bringing the position to 110,547 shares worth $14.2M. The position accounts for 0.75% of the portfolio, ranked #34.

Moody Lynn & Lieberson first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.5M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Moody Lynn & Lieberson held 110,547 shares of Merck worth $14.2M as of Q2 2026.
  • Moody Lynn & Lieberson bought 60,711 Merck shares in Q2 2026, an estimated $7.11M.
  • Merck made up 0.75% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #34 holding.
  • Moody Lynn & Lieberson first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's Merck position peaked at $16.5M in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.