Legacy Capital Wealth Partners’s Merck MRK Stock Holding History

Legacy Capital 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
2025 Q4	–	Sell	-4,213	Closed	-$354K	–	392
2025 Q3	$354K	Buy	4,213 +249	+6%	+$20.5K	0.08%	280
2025 Q2	$314K	Sell	3,964 -3,554	-47%	-$283K	0.07%	294
2025 Q1	$675K	Buy	7,518 +1,410	+23%	+$132K	0.17%	130
2024 Q4	$608K	Sell	6,108 -10,355	-63%	-$1.07M	0.15%	139
2024 Q3	$1.87M	Buy	16,463 +8,389	+104%	+$997K	0.37%	45
2024 Q2	$1,000K	Buy	+8,074	New	+$1.04M	0.25%	78
2024 Q1	–	Sell	-7,324	Closed	-$798K	–	259
2023 Q4	$798K	Sell	7,324 -158	-2%	-$16.4K	0.23%	95
2023 Q3	$770K	Buy	+7,482	New	+$806K	0.21%	99
2023 Q2	–	Sell	-6,114	Closed	-$650K	–	161
2023 Q1	$650K	Buy	+6,114	New	+$660K	0.18%	112
2021 Q1	–	Sell	-1,599	Closed	-$125K	–	96
2020 Q4	$125K	Buy	+1,599	New	+$122K	0.05%	80

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Capital Wealth Partners's MRK Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of Merck (MRK) in Q4 2025, closing a stake of 4,213 shares — an estimated $354K sold.

Legacy Capital Wealth Partners first reported a position in MRK in Q4 2020 and held it in 10 quarters. The position peaked at $1.87M in Q3 2024. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Legacy Capital Wealth Partners reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 4,213 Merck shares in Q4 2025, an estimated $354K.
Legacy Capital Wealth Partners first reported a position in Merck in Q4 2020 and held it in 10 quarters.
Legacy Capital Wealth Partners's Merck position peaked at $1.87M in Q3 2024.
3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.