Legato Capital Management’s Merck MRK Stock Holding History

Legato Capital Management’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	$4.08M	Buy	33,924 +7,925	+30%	+$915K	0.37%	52
2025 Q4	$2.74M	Buy	25,999 +8,759	+51%	+$822K	0.24%	103
2025 Q3	$1.45M	Hold	17,240	–	–	0.16%	196
2025 Q2	$1.36M	Buy	17,240 +1,837	+12%	+$146K	0.16%	198
2025 Q1	$1.38M	Sell	15,403 -10,100	-40%	-$943K	0.19%	176
2024 Q4	$2.54M	Sell	25,503 -12,315	-33%	-$1.27M	0.33%	62
2024 Q3	$4.29M	Hold	37,818	–	–	0.53%	24
2024 Q2	$4.68M	Sell	37,818 -9,756	-21%	-$1.26M	0.63%	17
2024 Q1	$6.28M	Hold	47,574	–	–	0.76%	11
2023 Q4	$5.19M	Hold	47,574	–	–	0.68%	19
2023 Q3	$4.9M	Buy	47,574 +801	+2%	+$86.3K	0.71%	17
2023 Q2	$5.4M	Buy	46,773 +11,446	+32%	+$1.3M	0.73%	12
2023 Q1	$3.76M	Buy	35,327 +7,500	+27%	+$810K	0.68%	15
2022 Q4	$3.09M	Buy	+27,827	New	+$2.84M	0.59%	22

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legato Capital Management's MRK Position: Q1 2026 in Review

Legato Capital Management increased its Merck (MRK) stake by 30% in Q1 2026, buying an estimated $915K and bringing the position to 33,924 shares worth $4.08M. The position accounts for 0.37% of the portfolio, ranked #52.

Legato Capital Management first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.28M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Legato Capital Management held 33,924 shares of Merck worth $4.08M as of Q1 2026.
Legato Capital Management bought 7,925 Merck shares in Q1 2026, an estimated $915K.
Merck made up 0.37% of Legato Capital Management's portfolio in Q1 2026, its #52 holding.
Legato Capital Management first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Legato Capital Management's Merck position peaked at $6.28M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.