LEA
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Legacy Edge Advisors’s Merck MRK Stock Holding History

Legacy Edge 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 		$527K Buy
4,100
+975
+31% +$114K 0.05% 137
2026
Q1 		$376K Buy
3,125
+513
+20% +$59.2K 0.04% 163
2025
Q4 		$275K Buy
2,612
+78
+3% +$7.32K 0.03% 190
2025
Q3 		$213K Buy
+2,534
New +$209K 0.03% 197
2025
Q2 		– Sell
-2,701
Closed -$242K – 204
2025
Q1 		$242K Buy
2,701
+153
+6% +$14.3K 0.04% 169
2024
Q4 		$251K Sell
2,548
-29
-1% -$2.99K 0.04% 161
2024
Q3 		$293K Sell
2,577
-22
-0.8% -$2.61K 0.05% 146
2024
Q2 		$322K Buy
2,599
+521
+25% +$67.1K 0.06% 136
2024
Q1 		$274K Buy
2,078
+13
+0.6% +$1.6K 0.06% 137
2023
Q4 		$225K Buy
+2,065
New +$214K 0.05% 148

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 $3.38T AUM 44.17% 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 Edge Advisors's MRK Position: Q2 2026 in Review

Legacy Edge Advisors increased its Merck (MRK) stake by 31% in Q2 2026, buying an estimated $114K and bringing the position to 4,100 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #137.

Legacy Edge Advisors first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,851 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Legacy Edge Advisors held 4,100 shares of Merck worth $527K as of Q2 2026.
  • Legacy Edge Advisors bought 975 Merck shares in Q2 2026, an estimated $114K.
  • Merck made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #137 holding.
  • Legacy Edge Advisors first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • 3,851 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.