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
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 		$449 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Liberty Wealth Management's MRK Position: Q1 2026 in Review

Liberty Wealth Management increased its Merck (MRK) stake by 4.4% in Q1 2026, buying an estimated $16.6K and bringing the position to 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 28 quarters since. The position peaked at $593K in Q3 2021. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Liberty Wealth Management held 3,388 shares of Merck worth $407K as of Q1 2026.
  • Liberty Wealth Management bought 144 Merck shares in Q1 2026, an estimated $16.6K.
  • Merck made up 0.05% of Liberty Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Liberty Wealth Management first reported a position in Merck in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's Merck position peaked at $593K in Q3 2021.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.