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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Group California's MRK Position: Q1 2026 in Review

Legacy Capital Group California reduced its Merck (MRK) stake by 62% in Q1 2026, selling an estimated $1.98M and leaving 10,684 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #40.

Legacy Capital Group California first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.14M in Q2 2023. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Legacy Capital Group California held 10,684 shares of Merck worth $1.29M as of Q1 2026.
Legacy Capital Group California sold 17,121 Merck shares in Q1 2026, an estimated $1.98M.
Merck made up 0.49% of Legacy Capital Group California's portfolio in Q1 2026, its #40 holding.
Legacy Capital Group California first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Merck position peaked at $3.14M in Q2 2023.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.