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Liberty One Investment Management’s Merck MRK Stock Holding History

Liberty One Investment 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
2025
Q4 		– Sell
-59,071
Closed -$4.96M – 152
2025
Q3 		$4.96M Buy
59,071
+4,674
+9% +$385K 0.28% 67
2025
Q2 		$4.31M Buy
54,397
+11,875
+28% +$944K 0.44% 67
2025
Q1 		$3.82M Buy
42,522
+6,275
+17% +$586K 0.39% 67
2024
Q4 		$3.61M Buy
36,247
+3,916
+12% +$404K 0.39% 65
2024
Q3 		$3.67M Buy
32,331
+2,130
+7% +$253K 0.38% 67
2024
Q2 		$3.74M Buy
30,201
+645
+2% +$83.1K 0.42% 58
2024
Q1 		$3.9M Buy
29,556
+1,523
+5% +$188K 0.44% 44
2023
Q4 		$3.06M Buy
28,033
+1,611
+6% +$167K 0.38% 54
2023
Q3 		$2.72M Buy
26,422
+1,296
+5% +$140K 0.39% 43
2023
Q2 		$2.9M Sell
25,126
-462
-2% -$52.5K 0.38% 37
2023
Q1 		$2.72M Buy
25,588
+908
+4% +$98K 0.37% 38
2022
Q4 		$2.74M Sell
24,680
-433
-2% -$44.3K 0.39% 31
2022
Q3 		$2.16M Buy
25,113
+4,702
+23% +$420K 0.36% 43
2022
Q2 		$1.59M Sell
20,411
-5,054
-20% -$448K 0.27% 64
2022
Q1 		$2.09M Buy
25,465
+1,792
+8% +$141K 0.32% 59
2021
Q4 		$1.81M Buy
23,673
+2,003
+9% +$160K 0.27% 67
2021
Q3 		$1.63M Buy
21,670
+1,259
+6% +$95.8K 0.28% 68
2021
Q2 		$1.59M Buy
20,411
+1,680
+9% +$125K 0.27% 64
2021
Q1 		$1.38M Buy
18,731
+1,736
+10% +$128K 0.25% 72
2020
Q4 		$1.33M Buy
16,995
+1,202
+8% +$91.9K 0.25% 63
2020
Q3 		$1.25M Buy
15,793
+601
+4% +$47.1K 0.26% 54
2020
Q2 		$1.12M Buy
15,192
+720
+5% +$54.2K 0.25% 56
2020
Q1 		$1.06M Buy
14,472
+309
+2% +$24.3K 0.27% 49
2019
Q4 		$1.23M Buy
+14,163
New +$1.16M 0.27% 55

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty One Investment Management's MRK Position: Q4 2025 in Review

Liberty One Investment Management sold out of Merck (MRK) in Q4 2025, closing a stake of 59,071 shares — an estimated $4.96M sold.

Liberty One Investment Management first reported a position in MRK in Q4 2019 and held it in 24 quarters. The position peaked at $4.96M in Q3 2025. 3,652 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Liberty One Investment Management reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 59,071 Merck shares in Q4 2025, an estimated $4.96M.
  • Liberty One Investment Management first reported a position in Merck in Q4 2019 and held it in 24 quarters.
  • Liberty One Investment Management's Merck position peaked at $4.96M in Q3 2025.
  • 3,652 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Liberty One Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.