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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
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 $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 Trust's MRK Position: Q1 2026 in Review

Legacy Trust increased its Merck (MRK) stake by 2.7% in Q1 2026, buying an estimated $19.3K and bringing the position to 6,303 shares worth $758K. The position accounts for 0.15% of the portfolio, ranked #104.

Legacy Trust first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Legacy Trust held 6,303 shares of Merck worth $758K as of Q1 2026.
  • Legacy Trust bought 167 Merck shares in Q1 2026, an estimated $19.3K.
  • Merck made up 0.15% of Legacy Trust's portfolio in Q1 2026, its #104 holding.
  • Legacy Trust first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.