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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
Q2 		$425K Hold
3,266
– – 0.31% 64
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RD Lewis Holdings's MRK Position: Q2 2026 in Review

RD Lewis Holdings held its Merck (MRK) position steady in Q2 2026 at 3,266 shares worth $425K. The position accounts for 0.31% of the portfolio, ranked #64.

RD Lewis Holdings first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • RD Lewis Holdings held 3,266 shares of Merck worth $425K as of Q2 2026.
  • RD Lewis Holdings left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.31% of RD Lewis Holdings's portfolio in Q2 2026, its #64 holding.
  • RD Lewis Holdings first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.