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Family Legacy Financial Solutions’s Merck MRK Stock Holding History

Family Legacy Financial Solutions’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
Q4 		– Sell
-24
Closed -$2.01K – 158
2025
Q3 		$2.01K Hold
24
– – ﹤0.01% 220
2025
Q2 		$1.9K Buy
+24
New +$1.91K ﹤0.01% 206

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Family Legacy Financial Solutions's MRK Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Merck (MRK) in Q4 2025, closing a stake of 24 shares — an estimated $2.01K sold.

Family Legacy Financial Solutions first reported a position in MRK in Q2 2025 and held it in 2 quarters. The position peaked at $2.01K in Q3 2025. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 24 Merck shares in Q4 2025, an estimated $2.01K.
  • Family Legacy Financial Solutions first reported a position in Merck in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Merck position peaked at $2.01K in Q3 2025.
  • 3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.