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Legacy Wealth Management (Idaho)’s Merck MRK Stock Holding History

Legacy Wealth Management (Idaho)’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 		$8.42K Buy
70
+64
+1,067% +$7.39K ﹤0.01% 527
2025
Q4 		$632 Hold
6
– – ﹤0.01% 805
2025
Q3 		$504 Sell
6
-10
-63% -$824 ﹤0.01% 682
2025
Q2 		$1.27K Sell
16
-3
-16% -$238 ﹤0.01% 567
2025
Q1 		$1.71K Hold
19
– – ﹤0.01% 568
2024
Q4 		$1.66K Sell
19
-111
-85% -$11.4K ﹤0.01% 523
2024
Q3 		$12.8K Buy
+130
New +$15.4K 0.01% 276

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 Wealth Management (Idaho)'s MRK Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Merck (MRK) stake by 1,067% in Q1 2026, buying an estimated $7.39K and bringing the position to 70 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Legacy Wealth Management (Idaho) first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.8K in Q3 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 70 shares of Merck worth $8.42K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 64 Merck shares in Q1 2026, an estimated $7.39K.
  • Merck made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #527 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Merck position peaked at $12.8K in Q3 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.