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 Q3	$1.74M	Buy	+11,979	New	+$1.66M	0.37%	65
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Leo Wealth LLC's MRK Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in Merck (MRK) in Q3 2026: 11,979 shares worth $1.74M. The stake represents 0.37% of the portfolio and ranks #65 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in MRK as recently as Q1 2026.

Leo Wealth LLC first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.02M in Q2 2025. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Leo Wealth LLC held 11,979 shares of Merck worth $1.74M as of Q3 2026.
Merck was a new Leo Wealth LLC position in Q3 2026.
Merck made up 0.37% of Leo Wealth LLC's portfolio in Q3 2026, its #65 holding.
Leo Wealth LLC first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Leo Wealth LLC's Merck position peaked at $3.02M in Q2 2025.
3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.