LA
MRK icon

Legacy Advisors’s Merck MRK Stock Holding History

Legacy Advisors’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 		$1.48M Buy
11,408
+3,324
+41% +$389K 0.14% 88
2026
Q1 		$979K Sell
8,084
-7
-0.1% -$808 0.12% 109
2025
Q4 		$858K Buy
8,091
+801
+11% +$75.2K 0.09% 116
2025
Q3 		$618K Buy
+7,290
New +$600K 0.08% 131
2025
Q2 		– Sell
-18,464
Closed -$1.67M – 261
2025
Q1 		$1.67M Sell
18,464
-1,668
-8% -$156K 0.17% 100
2024
Q4 		$2.02M Sell
20,132
-387
-2% -$39.9K 0.2% 84
2024
Q3 		$2.33M Sell
20,519
-552
-3% -$65.6K 0.25% 73
2024
Q2 		$2.62M Buy
21,071
+482
+2% +$62.1K 0.32% 61
2024
Q1 		$2.73M Buy
20,589
+1,847
+10% +$228K 0.35% 55
2023
Q4 		$2.06M Sell
18,742
-827
-4% -$85.8K 0.27% 79
2023
Q3 		$2.03M Buy
19,569
+5,795
+42% +$625K 0.33% 76
2023
Q2 		$1.59M Buy
13,774
+2,869
+26% +$326K 0.24% 83
2023
Q1 		$1.17M Buy
10,905
+215
+2% +$23.2K 0.22% 84
2022
Q4 		$1.19M Sell
10,690
-233
-2% -$23.8K 0.22% 76
2022
Q3 		$948K Sell
10,923
-939
-8% -$83.8K 0.21% 75
2022
Q2 		$1.09M Buy
11,862
+2,020
+21% +$179K 0.23% 70
2022
Q1 		$814K Buy
9,842
+4,149
+73% +$327K 0.16% 89
2021
Q4 		$436K Sell
5,693
-435
-7% -$34.6K 0.16% 79
2021
Q3 		$460K Buy
6,128
+341
+6% +$25.9K 0.18% 74
2021
Q2 		$450K Sell
5,787
-256
-4% -$19K 0.18% 74
2021
Q1 		$445K Buy
6,043
+19
+0.3% +$1.4K 0.2% 70
2020
Q4 		$470K Sell
6,024
-120
-2% -$9.18K 0.27% 61
2020
Q3 		$486K Buy
6,144
+158
+3% +$12.4K 0.32% 55
2020
Q2 		$442K Buy
5,986
+18
+0.3% +$1.35K 0.35% 57
2020
Q1 		$438K Sell
5,968
-576
-9% -$45.3K 0.44% 57
2019
Q4 		$572K Buy
6,544
+450
+7% +$37K 0.36% 58
2019
Q3 		$489K Buy
6,094
+84
+1% +$6.73K 0.37% 58
2019
Q2 		$484K Sell
6,010
-7,767
-56% -$595K 0.33% 59
2019
Q1 		$1.09M Buy
13,777
+5,573
+68% +$417K 0.36% 63
2018
Q4 		$598K Sell
8,204
-17,664
-68% -$1.25M 0.45% 51
2018
Q3 		$1.76M Buy
25,868
+19,925
+335% +$1.27M 0.87% 30
2018
Q2 		$347K Buy
5,943
+483
+9% +$27.2K 0.26% 65
2018
Q1 		$298K Buy
5,460
+3,879
+245% +$209K 0.22% 65
2017
Q4 		$85K Sell
1,581
-39
-2% -$2.16K 0.08% 94
2017
Q3 		$98K Buy
1,620
+301
+23% +$18.2K 0.11% 74
2017
Q2 		$80K Hold
1,319
– – 0.1% 78
2017
Q1 		$80K Sell
1,319
-408
-24% -$24.8K 0.11% 74
2016
Q4 		$97K Buy
+1,727
New +$101K 0.13% 70

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Legacy Advisors's MRK Position: Q2 2026 in Review

Legacy Advisors increased its Merck (MRK) stake by 41% in Q2 2026, buying an estimated $389K and bringing the position to 11,408 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #88.

Legacy Advisors first reported a position in MRK in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.73M in Q1 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Legacy Advisors held 11,408 shares of Merck worth $1.48M as of Q2 2026.
  • Legacy Advisors bought 3,324 Merck shares in Q2 2026, an estimated $389K.
  • Merck made up 0.14% of Legacy Advisors's portfolio in Q2 2026, its #88 holding.
  • Legacy Advisors first reported a position in Merck in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Merck position peaked at $2.73M in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.