Level Four Advisory Services’s Merck MRK Stock Holding History

Level Four Advisory Services’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	$9.01M	Sell	74,875 -6,482	-8%	-$748K	0.3%	74
2025 Q4	$8.56M	Buy	81,357 +3,026	+4%	+$284K	0.28%	82
2025 Q3	$6.57M	Buy	78,331 +5,321	+7%	+$438K	0.23%	115
2025 Q2	$5.78M	Sell	73,010 -3,758	-5%	-$299K	0.21%	132
2025 Q1	$6.89M	Sell	76,768 -2,654	-3%	-$248K	0.28%	95
2024 Q4	$7.9M	Sell	79,422 -214	-0.3%	-$22.1K	0.32%	72
2024 Q3	$8.15M	Sell	79,636 -13,540	-15%	-$1.61M	0.34%	59
2024 Q2	$11.5M	Buy	93,176 +14,690	+19%	+$1.89M	0.52%	31
2024 Q1	$8.56M	Buy	78,486 +90	+0.1%	+$11.1K	0.47%	38
2023 Q4	$8.55M	Sell	78,396 -4,101	-5%	-$426K	0.48%	38
2023 Q3	$8.49M	Sell	82,497 -6,784	-8%	-$731K	0.55%	29
2023 Q2	$10.3M	Sell	89,281 -5,364	-6%	-$609K	0.62%	23
2023 Q1	$10.1M	Buy	94,645 +4,025	+4%	+$435K	0.66%	25
2022 Q4	$10.1M	Buy	90,620 +30,399	+50%	+$3.11M	0.75%	22
2022 Q3	$5.19M	Sell	60,221 -4,647	-7%	-$415K	0.5%	43
2022 Q2	$5.91M	Buy	64,868 +383	+0.6%	+$34K	0.56%	39
2022 Q1	$5.29M	Buy	64,485 +8,508	+15%	+$671K	0.41%	55
2021 Q4	$4.29M	Buy	55,977 +14,771	+36%	+$1.18M	0.33%	79
2021 Q3	$3.1M	Sell	41,206 -3,772	-8%	-$287K	0.32%	92
2021 Q2	$3.5M	Buy	44,978 +4,744	+12%	+$353K	0.24%	108
2021 Q1	$2.96M	Sell	40,234 -10,983	-21%	-$810K	0.23%	115
2020 Q4	$4M	Sell	51,217 -564	-1%	-$43.1K	0.32%	76
2020 Q3	$4.1M	Sell	51,781 -34,966	-40%	-$2.74M	0.32%	75
2020 Q2	$6.41M	Buy	86,747 +45,741	+112%	+$3.44M	0.5%	38
2020 Q1	$3.01M	Buy	41,006 +960	+2%	+$75.4K	0.36%	64
2019 Q4	$11.3M	Buy	40,046 +2,165	+6%	+$178K	0.45%	67
2019 Q3	$3.04M	Sell	37,881 -2,817	-7%	-$226K	0.31%	70
2019 Q2	$3.26M	Buy	40,698 +3,012	+8%	+$231K	0.33%	68
2019 Q1	$2.99M	Buy	37,686 +475	+1%	+$35.5K	0.33%	71
2018 Q4	$2.71M	Buy	37,211 +4,111	+12%	+$290K	0.34%	74
2018 Q3	$2.24M	Sell	33,100 -4,581	-12%	-$292K	0.24%	93
2018 Q2	$2.18M	Sell	37,681 -2,192	-5%	-$124K	0.16%	131
2018 Q1	$2.07M	Buy	39,873 +4,541	+13%	+$245K	0.16%	119
2017 Q4	$1.9M	Buy	35,332 +3,945	+13%	+$219K	0.15%	131
2017 Q3	$1.92M	Buy	31,387 +2,514	+9%	+$152K	0.17%	119
2017 Q2	$1.75M	Sell	28,873 -10,841	-27%	-$660K	0.27%	94
2017 Q1	$2.41M	Buy	39,714 +3,905	+11%	+$237K	0.25%	93
2016 Q4	$2.01M	Buy	+35,809	New	+$2.1M	0.26%	80

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

Level Four Advisory Services's MRK Position: Q1 2026 in Review

Level Four Advisory Services reduced its Merck (MRK) stake by 8% in Q1 2026, selling an estimated $748K and leaving 74,875 shares worth $9.01M. The position accounts for 0.3% of the portfolio, ranked #74.

Level Four Advisory Services first reported a position in MRK in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.5M in Q2 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Level Four Advisory Services held 74,875 shares of Merck worth $9.01M as of Q1 2026.
Level Four Advisory Services sold 6,482 Merck shares in Q1 2026, an estimated $748K.
Merck made up 0.3% of Level Four Advisory Services's portfolio in Q1 2026, its #74 holding.
Level Four Advisory Services first reported a position in Merck in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Merck position peaked at $11.5M in Q2 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.