WLIM
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White Lighthouse Investment Management’s Merck MRK Stock Holding History

White Lighthouse Investment Management’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 		$510K Sell
4,242
-657
-13% -$75.8K 0.07% 105
2025
Q4 		$516K Buy
4,899
+482
+11% +$45.2K 0.07% 101
2025
Q3 		$371K Sell
4,417
-20
-0.5% -$1.65K 0.06% 105
2025
Q2 		$351K Buy
4,437
+64
+1% +$5.09K 0.06% 106
2025
Q1 		$393K Sell
4,373
-1,268
-22% -$118K 0.07% 97
2024
Q4 		$561K Buy
5,641
+1,159
+26% +$119K 0.1% 85
2024
Q3 		$509K Hold
4,482
– – 0.09% 86
2024
Q2 		$555K Buy
4,482
+1,603
+56% +$206K 0.11% 80
2024
Q1 		$380K Hold
2,879
– – 0.08% 90
2023
Q4 		$314K Hold
2,879
– – 0.07% 102
2023
Q3 		$296K Hold
2,879
– – 0.07% 100
2023
Q2 		$332K Hold
2,879
– – 0.08% 94
2023
Q1 		$306K Hold
2,879
– – 0.08% 95
2022
Q4 		$319K Hold
2,879
– – 0.09% 91
2022
Q3 		$248K Hold
2,879
– – 0.07% 92
2022
Q2 		$262K Sell
2,879
-16
-0.6% -$1.42K 0.08% 95
2022
Q1 		$238K Sell
2,895
-674
-19% -$53.1K 0.06% 108
2021
Q4 		$274K Buy
3,569
+425
+14% +$33.9K 0.07% 103
2021
Q3 		$236K Hold
3,144
– – 0.06% 106
2021
Q2 		$245K Sell
3,144
-151
-5% -$11.2K 0.07% 108
2021
Q1 		$242K Sell
3,295
-157
-5% -$11.6K 0.07% 106
2020
Q4 		$269K Sell
3,452
-319
-8% -$24.4K 0.09% 94
2020
Q3 		$298K Sell
3,771
-209
-5% -$16.4K 0.1% 92
2020
Q2 		$294K Buy
+3,980
New +$300K 0.11% 95

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

White Lighthouse Investment Management's MRK Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its Merck (MRK) stake by 13% in Q1 2026, selling an estimated $75.8K and leaving 4,242 shares worth $510K. The position accounts for 0.07% of the portfolio, ranked #105.

White Lighthouse Investment Management first reported a position in MRK in Q2 2020 and has held it in 24 quarters since. The position peaked at $561K in Q4 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • White Lighthouse Investment Management held 4,242 shares of Merck worth $510K as of Q1 2026.
  • White Lighthouse Investment Management sold 657 Merck shares in Q1 2026, an estimated $75.8K.
  • Merck made up 0.07% of White Lighthouse Investment Management's portfolio in Q1 2026, its #105 holding.
  • White Lighthouse Investment Management first reported a position in Merck in Q2 2020 and has held it in 24 quarters since.
  • White Lighthouse Investment Management's Merck position peaked at $561K in Q4 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.