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Merck & Co shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Merck & Co

Tip: Access up to 7 years of quarterly data

All positions including Merck & Co held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $605k 5.3k 113.56
2024-06-30 $672k 5.4k 123.79
2024-03-31 $722k 5.5k 131.95

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First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Merck & Co

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Bank of New York Mellon
Royal Bank of Canada
Franklin Resources

View all funds holding Merck & Co