Legacy Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.38M | Sell |
28,111
-549
| -2% | -$63.4K | 0.47% | 35 |
|
|
2025
Q4 | $3.02M | Buy |
28,660
+3,988
| +16% | +$374K | 0.42% | 41 |
|
|
2025
Q3 | $2.07M | Buy |
24,672
+4,070
| +20% | +$335K | 0.29% | 59 |
|
|
2025
Q2 | $1.63M | Buy |
20,602
+12,392
| +151% | +$985K | 0.25% | 65 |
|
|
2025
Q1 | $737K | Sell |
8,210
-3,752
| -31% | -$350K | 0.12% | 142 |
|
|
2024
Q4 | $1.19M | Sell |
11,962
-6,644
| -36% | -$685K | 0.2% | 85 |
|
|
2024
Q3 | $2.11M | Sell |
18,606
-1,783
| -9% | -$212K | 0.35% | 46 |
|
|
2024
Q2 | $2.52M | Sell |
20,389
-2,442
| -11% | -$315K | 0.45% | 38 |
|
|
2024
Q1 | $3.01M | Buy |
22,831
+1,293
| +6% | +$159K | 0.54% | 32 |
|
|
2023
Q4 | $2.35M | Buy |
21,538
+665
| +3% | +$69K | 0.45% | 38 |
|
|
2023
Q3 | $2.15M | Buy |
20,873
+1,212
| +6% | +$131K | 0.43% | 30 |
|
|
2023
Q2 | $2.27M | Buy |
19,661
+1,442
| +8% | +$164K | 0.42% | 27 |
|
|
2023
Q1 | $1.94M | Buy |
18,219
+378
| +2% | +$40.8K | 0.4% | 26 |
|
|
2022
Q4 | $1.98M | Buy |
17,841
+1,775
| +11% | +$181K | 0.43% | 25 |
|
|
2022
Q3 | $1.38M | Buy |
16,066
+486
| +3% | +$43.4K | 0.33% | 38 |
|
|
2022
Q2 | $1.42M | Buy |
15,580
+866
| +6% | +$76.8K | 0.35% | 32 |
|
|
2022
Q1 | $1.21M | Buy |
14,714
+1,228
| +9% | +$96.8K | 0.27% | 38 |
|
|
2021
Q4 | $1.03M | Buy |
13,486
+984
| +8% | +$78.4K | 0.24% | 45 |
|
|
2021
Q3 | $939K | Buy |
12,502
+579
| +5% | +$44K | 0.23% | 42 |
|
|
2021
Q2 | $927K | Buy |
11,923
+477
| +4% | +$35.5K | 0.23% | 40 |
|
|
2021
Q1 | $842K | Buy |
11,446
+2,756
| +32% | +$203K | 0.23% | 41 |
|
|
2020
Q4 | $678K | Sell |
8,690
-287
| -3% | -$21.9K | 0.19% | 47 |
|
|
2020
Q3 | $711K | Buy |
+8,977
| New | +$703K | 0.22% | 41 |
|
|
2020
Q1 | – | Sell |
-4,794
| Closed | -$416K | – | 101 |
|
|
2019
Q4 | $416K | Sell |
4,794
-48
| -1% | -$3.94K | 0.13% | 73 |
|
|
2019
Q3 | $389K | Sell |
4,842
-327
| -6% | -$26.2K | 0.13% | 76 |
|
|
2019
Q2 | $414K | Buy |
5,169
+120
| +2% | +$9.19K | 0.15% | 75 |
|
|
2019
Q1 | $401K | Buy |
5,049
+40
| +0.8% | +$2.99K | 0.14% | 72 |
|
|
2018
Q4 | $365K | Buy |
5,009
+1,583
| +46% | +$112K | 0.14% | 64 |
|
|
2018
Q3 | $231K | Sell |
3,426
-260
| -7% | -$16.6K | 0.08% | 98 |
|
|
2018
Q2 | $221K | Buy |
3,686
+420
| +13% | +$23.7K | 0.08% | 95 |
|
|
2018
Q1 | $176K | Sell |
3,266
-30
| -0.9% | -$1.62K | 0.07% | 123 |
|
|
2017
Q4 | $177K | Buy |
+3,296
| New | +$183K | 0.07% | 125 |
|
Other funds holding MRK
VCM
VPM
Legacy Financial Advisors's MRK Position: Q1 2026 in Review
Legacy Financial Advisors reduced its Merck (MRK) stake by 1.9% in Q1 2026, selling an estimated $63.4K and leaving 28,111 shares worth $3.38M. The position accounts for 0.47% of the portfolio, ranked #35.
Legacy Financial Advisors first reported a position in MRK in Q4 2017 and has held it in 32 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Legacy Financial Advisors held 28,111 shares of Merck worth $3.38M as of Q1 2026.
- Legacy Financial Advisors sold 549 Merck shares in Q1 2026, an estimated $63.4K.
- Merck made up 0.47% of Legacy Financial Advisors's portfolio in Q1 2026, its #35 holding.
- Legacy Financial Advisors first reported a position in Merck in Q4 2017 and has held it in 32 quarters since.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.