Leo Wealth LLC’s Merck MRK Stock Holding History

Leo Wealth LLC’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	$2.98M	Sell	24,749 -2,099	-8%	-$242K	0.22%	89
2025 Q4	$2.83M	Buy	26,848 +6,078	+29%	+$571K	0.21%	84
2025 Q3	$1.74M	Sell	20,770 -17,348	-46%	-$1.43M	0.23%	83
2025 Q2	$3.02M	Buy	38,118 +15,115	+66%	+$1.2M	0.23%	82
2025 Q1	$2.06M	Sell	23,003 -4,562	-17%	-$426K	0.3%	71
2024 Q4	$2.74M	Buy	27,565 +16,236	+143%	+$1.67M	0.25%	71
2024 Q3	$1.29M	Sell	11,329 -917	-7%	-$109K	0.12%	134
2024 Q2	$1.54M	Sell	12,246 -111	-0.9%	-$14.3K	0.16%	111
2024 Q1	$1.63M	Sell	12,357 -733	-6%	-$90.3K	0.17%	108
2023 Q4	$1.5M	Buy	+13,090	New	+$1.36M	0.16%	109

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

Leo Wealth LLC's MRK Position: Q1 2026 in Review

Leo Wealth LLC reduced its Merck (MRK) stake by 7.8% in Q1 2026, selling an estimated $242K and leaving 24,749 shares worth $2.98M. The position accounts for 0.22% of the portfolio, ranked #89.

Leo Wealth LLC first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.02M in Q2 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Leo Wealth LLC held 24,749 shares of Merck worth $2.98M as of Q1 2026.
Leo Wealth LLC sold 2,099 Merck shares in Q1 2026, an estimated $242K.
Merck made up 0.22% of Leo Wealth LLC's portfolio in Q1 2026, its #89 holding.
Leo Wealth LLC first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Merck position peaked at $3.02M in Q2 2025.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.