Liberty Square Wealth Partners’s Merck MRK Stock Holding History

Liberty Square Wealth Partners’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	$422K	Buy	3,508 +23	+0.7%	+$2.65K	0.12%	83
2025 Q4	$367K	Sell	3,485 -476	-12%	-$44.7K	0.1%	94
2025 Q3	$332K	Hold	3,961	–	–	0.1%	106
2025 Q2	$314K	Hold	3,961	–	–	0.11%	108
2025 Q1	$356K	Hold	3,961	–	–	0.14%	97
2024 Q4	$329K	Buy	+3,961	New	+$408K	0.12%	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

Liberty Square Wealth Partners's MRK Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its Merck (MRK) stake by 0.66% in Q1 2026, buying an estimated $2.65K and bringing the position to 3,508 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #83.

Liberty Square Wealth Partners first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Liberty Square Wealth Partners held 3,508 shares of Merck worth $422K as of Q1 2026.
Liberty Square Wealth Partners bought 23 Merck shares in Q1 2026, an estimated $2.65K.
Merck made up 0.12% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #83 holding.
Liberty Square Wealth Partners first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.