Oliver Lagore Vanvalin Investment Group’s Merck MRK Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$247K	Buy	+2,755	New	+$219K	0.1%	121
2024 Q4	$280K	Hold	2,819	–	–	0.07%	107
2024 Q3	$320K	Hold	2,819	–	–	0.09%	99
2024 Q2	$349K	Hold	2,819	–	–	0.1%	94
2024 Q1	$372K	Hold	2,819	–	–	0.11%	101
2023 Q4	$307K	Sell	2,819 -543	-16%	-$56.4K	0.11%	92
2023 Q3	$346K	Buy	3,362 +375	+13%	+$40.4K	0.14%	98
2023 Q2	$345K	Buy	2,987 +1,827	+158%	+$207K	0.13%	109
2023 Q1	$123K	Hold	1,160	–	–	0.05%	115
2022 Q4	$129K	Hold	1,160	–	–	0.07%	110
2022 Q3	$100K	Hold	1,160	–	–	0.06%	121
2022 Q2	$106K	Hold	1,160	–	–	0.06%	126
2022 Q1	$95K	Buy	+1,160	New	+$91.5K	0.06%	130

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Oliver Lagore Vanvalin Investment Group's MRK Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Merck (MRK) in Q2 2025: 2,755 shares worth $247K. The stake represents 0.1% of the portfolio and ranks #121 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MRK as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MRK in Q1 2022 and has held it in 13 quarters since. The position peaked at $372K in Q1 2024. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2,755 shares of Merck worth $247K as of Q2 2025.
Merck was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Merck made up 0.1% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #121 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Merck in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Merck position peaked at $372K in Q1 2024.
3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.