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Legacy Financial Group (Oklahoma)’s Merck MRK Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$272K Sell
2,264
-47
-2% -$5.43K 0.07% 74
2025
Q4 		$243K Sell
2,311
-355
-13% -$33.3K 0.06% 77
2025
Q3 		$224K Buy
+2,666
New +$220K 0.06% 78
2025
Q1 		– Sell
-2,214
Closed -$220K – 87
2024
Q4 		$220K Sell
2,214
-19
-0.9% -$1.96K 0.07% 79
2024
Q3 		$228K Buy
2,233
+559
+33% +$66.4K 0.08% 73
2024
Q2 		$207K Sell
1,674
-28
-2% -$3.61K 0.08% 70
2024
Q1 		$225K Buy
+1,702
New +$210K 0.09% 67
2023
Q4 		– Sell
-2,297
Closed -$236K – 73
2023
Q3 		$236K Buy
2,297
+55
+2% +$5.93K 0.12% 60
2023
Q2 		$259K Buy
2,242
+129
+6% +$14.6K 0.13% 60
2023
Q1 		$225K Buy
+2,113
New +$228K 0.12% 54

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s MRK Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Merck (MRK) stake by 2% in Q1 2026, selling an estimated $5.43K and leaving 2,264 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #74.

Legacy Financial Group (Oklahoma) first reported a position in MRK in Q1 2023 and has held it in 10 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 2,264 shares of Merck worth $272K as of Q1 2026.
  • Legacy Financial Group (Oklahoma) sold 47 Merck shares in Q1 2026, an estimated $5.43K.
  • Merck made up 0.07% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #74 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Merck in Q1 2023 and has held it in 10 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.