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Legacy Capital Group California’s Merck MRK Stock Holding History

Legacy Capital Group California’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 		$2.53M Buy
19,689
+9,005
+84% +$1.05M 0.76% 17
2026
Q1 		$1.29M Sell
10,684
-17,121
-62% -$1.98M 0.49% 40
2025
Q4 		$2.93M Buy
27,805
+4,997
+22% +$469K 0.71% 23
2025
Q3 		$1.91M Buy
22,808
+4
+0% +$329 0.49% 37
2025
Q2 		$1.81M Sell
22,804
-8,954
-28% -$712K 0.5% 33
2025
Q1 		$2.85M Buy
31,758
+1,486
+5% +$139K 0.99% 14
2024
Q4 		$3.01M Buy
30,272
+8,734
+41% +$900K 0.92% 14
2024
Q3 		$2.45M Sell
21,538
-474
-2% -$56.3K 0.81% 15
2024
Q2 		$2.73M Buy
22,012
+65
+0.3% +$8.37K 0.98% 12
2024
Q1 		$2.9M Sell
21,947
-5,236
-19% -$645K 1.07% 11
2023
Q4 		$2.96M Sell
27,183
-32
-0.1% -$3.32K 1.15% 15
2023
Q3 		$2.8M Sell
27,215
-3
-0% -$323 1.2% 13
2023
Q2 		$3.14M Buy
27,218
+235
+0.9% +$26.7K 1.29% 13
2023
Q1 		$2.87M Buy
+26,983
New +$2.91M 1.4% 12

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Capital Group California's MRK Position: Q2 2026 in Review

Legacy Capital Group California increased its Merck (MRK) stake by 84% in Q2 2026, buying an estimated $1.05M and bringing the position to 19,689 shares worth $2.53M. The position accounts for 0.76% of the portfolio, ranked #17.

Legacy Capital Group California first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.14M in Q2 2023. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Legacy Capital Group California held 19,689 shares of Merck worth $2.53M as of Q2 2026.
  • Legacy Capital Group California bought 9,005 Merck shares in Q2 2026, an estimated $1.05M.
  • Merck made up 0.76% of Legacy Capital Group California's portfolio in Q2 2026, its #17 holding.
  • Legacy Capital Group California first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Merck position peaked at $3.14M in Q2 2023.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.