LWM
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Liberty Wealth Management’s Merck MRK Stock Holding History

Liberty Wealth 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
2026
Q2 		$407K Hold
3,388
– – 0.05% 161
2026
Q1 		$407K Buy
3,388
+144
+4% +$16.6K 0.05% 161
2025
Q4 		$341K Buy
3,244
+173
+6% +$16.2K 0.04% 171
2025
Q3 		$258K Sell
3,071
-655
-18% -$53.9K 0.04% 201
2025
Q2 		$295K Buy
+3,726
New +$296K 0.05% 171
2025
Q1 		– Sell
-3,439
Closed -$342K – 182
2024
Q4 		$342K Sell
3,439
-51
-1% -$5.26K 0.06% 152
2024
Q3 		$396K Sell
3,490
-65,364
-95% -$7.77M 0.07% 136
2024
Q2 		$445K Buy
68,854
+65,473
+1,936% +$8.43M 0.08% 120
2024
Q1 		$446K Sell
3,381
-221
-6% -$27.2K 0.09% 109
2023
Q4 		$393K Sell
3,602
-1,211
-25% -$126K 0.08% 113
2023
Q3 		$495K Buy
4,813
+53
+1% +$5.71K 0.12% 93
2023
Q2 		$549K Sell
4,760
-180
-4% -$20.4K 0.14% 83
2023
Q1 		$526K Buy
+4,940
New +$533K 0.11% 121
2022
Q3 		$536K Buy
6,227
+15
+0.2% +$1.34K 0.14% 79
2022
Q2 		$566K Buy
6,212
+441
+8% +$39.1K 0.23% 76
2022
Q1 		$473K Sell
5,771
-94
-2% -$7.41K 0.17% 83
2021
Q4 		$449K Sell
5,865
-1,774
-23% -$141K 0.02% 101
2021
Q3 		$593K Buy
7,639
+1,720
+29% +$131K 0.21% 70
2021
Q2 		$460K Buy
5,919
+582
+11% +$43.3K 0.18% 75
2021
Q1 		$394K Hold
5,337
– – 0.19% 73
2020
Q4 		$394K Buy
5,337
+1,755
+49% +$134K 0.19% 73
2020
Q3 		$284K Sell
3,582
-41
-1% -$3.21K 0.17% 74
2020
Q2 		$267K Sell
3,623
-1
-0% -$75 0.19% 75
2020
Q1 		$266K Sell
3,624
-91
-2% -$7.15K 0.23% 66
2019
Q4 		$322K Buy
3,715
+848
+30% +$69.7K 0.25% 73
2019
Q3 		$230K Sell
2,867
-218
-7% -$17.5K 0.22% 86
2019
Q2 		$247K Buy
3,085
+613
+25% +$46.9K 0.22% 92
2019
Q1 		$196K Buy
2,472
+130
+6% +$9.72K 0.15% 89
2018
Q4 		$170K Buy
+2,342
New +$165K 0.13% 95

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty Wealth Management's MRK Position: Q2 2026 in Review

Liberty Wealth Management held its Merck (MRK) position steady in Q2 2026 at 3,388 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #161.

Liberty Wealth Management first reported a position in MRK in Q4 2018 and has held it in 29 quarters since. The position peaked at $593K in Q3 2021. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Liberty Wealth Management held 3,388 shares of Merck worth $407K as of Q2 2026.
  • Liberty Wealth Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Liberty Wealth Management first reported a position in Merck in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Merck position peaked at $593K in Q3 2021.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.