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RD Lewis Holdings’s Merck MRK Stock Holding History

RD Lewis Holdings’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
Q1 		$401K Hold
3,266
– – 0.35% 62
2025
Q4 		$378K Hold
3,266
– – 0.32% 63
2025
Q3 		$299K Hold
3,266
– – 0.28% 66
2025
Q2 		$262K Hold
3,266
– – 0.27% 72
2025
Q1 		$272K Sell
3,266
-15
-0.5% -$1.4K 0.31% 68
2024
Q4 		$286K Buy
+3,281
New +$338K 0.31% 69

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RD Lewis Holdings's MRK Position: Q1 2026 in Review

RD Lewis Holdings held its Merck (MRK) position steady in Q1 2026 at 3,266 shares worth $401K. The position accounts for 0.35% of the portfolio, ranked #62.

RD Lewis Holdings first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • RD Lewis Holdings held 3,266 shares of Merck worth $401K as of Q1 2026.
  • RD Lewis Holdings left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.35% of RD Lewis Holdings's portfolio in Q1 2026, its #62 holding.
  • RD Lewis Holdings first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.