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LeClair Wealth Partners’s Merck MRK Stock Holding History

LeClair Wealth Partners’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 		– Sell
-17,132
Closed -$1.8M – 158
2025
Q4 		$1.8M Buy
17,132
+160
+0.9% +$15K 1.05% 29
2025
Q3 		$1.42M Sell
16,972
-148
-0.9% -$12.2K 0.89% 26
2025
Q2 		$1.36M Sell
17,120
-352
-2% -$28K 0.92% 27
2025
Q1 		$1.57M Buy
17,472
+109
+0.6% +$10.2K 1.13% 21
2024
Q4 		$1.73M Buy
+17,363
New +$1.79M 1.15% 22

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

LeClair Wealth Partners's MRK Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Merck (MRK) in Q1 2026, closing a stake of 17,132 shares — an estimated $1.8M sold.

LeClair Wealth Partners first reported a position in MRK in Q4 2024 and held it in 5 quarters. The position peaked at $1.8M in Q4 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 17,132 Merck shares in Q1 2026, an estimated $1.8M.
  • LeClair Wealth Partners first reported a position in Merck in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Merck position peaked at $1.8M in Q4 2025.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.