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Leith Wheeler Investment Counsel’s Merck MRK Stock Holding History

Leith Wheeler Investment Counsel’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 		– Sell
-1,929
Closed -$203K – 93
2025
Q4 		$203K Buy
+1,929
New +$181K 0.02% 86
2025
Q3 		– Sell
-3,236
Closed -$256K – 74
2025
Q2 		$256K Sell
3,236
-183,293
-98% -$14.6M 0.02% 63
2025
Q1 		$16.7M Buy
186,529
+73,045
+64% +$6.82M 1.16% 24
2024
Q4 		$11.3M Sell
113,484
-6,618
-6% -$682K 0.82% 30
2024
Q3 		$13.6M Buy
120,102
+117,015
+3,791% +$13.9M 0.96% 27
2024
Q2 		$382K Buy
+3,087
New +$398K 0.03% 57

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

Leith Wheeler Investment Counsel's MRK Position: Q1 2026 in Review

Leith Wheeler Investment Counsel sold out of Merck (MRK) in Q1 2026, closing a stake of 1,929 shares — an estimated $203K sold.

Leith Wheeler Investment Counsel first reported a position in MRK in Q2 2024 and held it in 6 quarters. The position peaked at $16.7M in Q1 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Leith Wheeler Investment Counsel reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 1,929 Merck shares in Q1 2026, an estimated $203K.
  • Leith Wheeler Investment Counsel first reported a position in Merck in Q2 2024 and held it in 6 quarters.
  • Leith Wheeler Investment Counsel's Merck position peaked at $16.7M in Q1 2025.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.