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Legacy Trust’s Merck MRK Stock Holding History

Legacy Trust’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 		$812K Buy
6,318
+15
+0.2% +$1.76K 0.14% 105
2026
Q1 		$758K Buy
6,303
+167
+3% +$19.3K 0.15% 104
2025
Q4 		$646K Buy
6,136
+90
+1% +$8.45K 0.12% 109
2025
Q3 		$507K Buy
6,046
+1,120
+23% +$92.2K 0.1% 126
2025
Q2 		$390K Sell
4,926
-21
-0.4% -$1.67K 0.1% 111
2025
Q1 		$444K Sell
4,947
-32
-0.6% -$2.99K 0.11% 113
2024
Q4 		$495K Sell
4,979
-421
-8% -$43.4K 0.12% 106
2024
Q3 		$613K Sell
5,400
-260
-5% -$30.9K 0.14% 101
2024
Q2 		$701K Sell
5,660
-75
-1% -$9.66K 0.17% 88
2024
Q1 		$757K Hold
5,735
– – 0.19% 88
2023
Q4 		$625K Sell
5,735
-120
-2% -$12.5K 0.16% 94
2023
Q3 		$603K Hold
5,855
– – 0.18% 89
2023
Q2 		$676K Sell
5,855
-251
-4% -$28.5K 0.19% 87
2023
Q1 		$650K Buy
6,106
+200
+3% +$21.6K 0.19% 89
2022
Q4 		$655K Buy
+5,906
New +$604K 0.2% 81

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 $3.37T AUM 44.26% 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 Trust's MRK Position: Q2 2026 in Review

Legacy Trust increased its Merck (MRK) stake by 0.24% in Q2 2026, buying an estimated $1.76K and bringing the position to 6,318 shares worth $812K. The position accounts for 0.14% of the portfolio, ranked #105.

Legacy Trust first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Legacy Trust held 6,318 shares of Merck worth $812K as of Q2 2026.
  • Legacy Trust bought 15 Merck shares in Q2 2026, an estimated $1.76K.
  • Merck made up 0.14% of Legacy Trust's portfolio in Q2 2026, its #105 holding.
  • Legacy Trust first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.