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Live Oak Investment Partners’s Merck MRK Stock Holding History

Live Oak Investment 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 		$1.64M Sell
13,637
-12,795
-48% -$1.48M 0.97% 25
2025
Q4 		$2.78M Buy
26,432
+1,465
+6% +$138K 1.71% 19
2025
Q3 		$2.1M Buy
24,967
+1,018
+4% +$83.8K 1.39% 22
2025
Q2 		$1.9M Buy
23,949
+16,202
+209% +$1.29M 1.46% 21
2025
Q1 		$695K Buy
+7,747
New +$723K 0.55% 51
2024
Q4 		– Hold
0
– – – 49
2024
Q3 		– Hold
0
– – – 15
2024
Q2 		– Hold
0
– – – 13
2023
Q4 		– Hold
0
– – – 11
2023
Q3 		– Hold
0
– – – 14
2023
Q2 		– Hold
0
– – – 15
2023
Q1 		– Hold
0
– – – 15
2022
Q4 		– Hold
0
– – – 14

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

Live Oak Investment Partners's MRK Position: Q1 2026 in Review

Live Oak Investment Partners reduced its Merck (MRK) stake by 48% in Q1 2026, selling an estimated $1.48M and leaving 13,637 shares worth $1.64M. The position accounts for 0.97% of the portfolio, ranked #25.

Live Oak Investment Partners first reported a position in MRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Live Oak Investment Partners held 13,637 shares of Merck worth $1.64M as of Q1 2026.
  • Live Oak Investment Partners sold 12,795 Merck shares in Q1 2026, an estimated $1.48M.
  • Merck made up 0.97% of Live Oak Investment Partners's portfolio in Q1 2026, its #25 holding.
  • Live Oak Investment Partners first reported a position in Merck in Q1 2025 and has held it in 5 quarters since.
  • Live Oak Investment Partners's Merck position peaked at $2.78M in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.