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Live Oak Private Wealth’s Merck MRK Stock Holding History

Live Oak Private Wealth’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 		$9.54M Sell
79,338
-591
-0.7% -$68.2K 1.33% 26
2025
Q4 		$8.41M Buy
79,929
+1,094
+1% +$103K 1.15% 34
2025
Q3 		$6.62M Buy
78,835
+2,565
+3% +$211K 0.92% 44
2025
Q2 		$6.04M Buy
76,270
+2,642
+4% +$210K 0.9% 42
2025
Q1 		$6.61M Buy
73,628
+3,934
+6% +$367K 1.07% 36
2024
Q4 		$6.93M Sell
69,694
-265
-0.4% -$27.3K 1.17% 33
2024
Q3 		$7.94M Buy
69,959
+750
+1% +$89.1K 1.29% 26
2024
Q2 		$8.57M Sell
69,209
-1,254
-2% -$162K 1.47% 19
2024
Q1 		$9.3M Sell
70,463
-13,854
-16% -$1.71M 1.61% 19
2023
Q4 		$9.19M Sell
84,317
-967
-1% -$100K 1.73% 15
2023
Q3 		$8.78M Sell
85,284
-19
-0% -$2.05K 1.87% 14
2023
Q2 		$9.84M Sell
85,303
-2,067
-2% -$235K 1.96% 9
2023
Q1 		$9.3M Sell
87,370
-5,191
-6% -$560K 1.92% 11
2022
Q4 		$10.3M Sell
92,561
-335
-0.4% -$34.2K 2.12% 9
2022
Q3 		$8M Sell
92,896
-284
-0.3% -$25.4K 1.8% 13
2022
Q2 		$8.49M Buy
93,180
+1,321
+1% +$117K 1.79% 11
2022
Q1 		$7.54M Buy
91,859
+1,453
+2% +$115K 1.46% 19
2021
Q4 		$6.93M Buy
90,406
+6,672
+8% +$531K 1.3% 29
2021
Q3 		$6.29M Buy
83,734
+2,617
+3% +$199K 1.28% 30
2021
Q2 		$6.31M Buy
81,117
+9,083
+13% +$676K 1.39% 26
2021
Q1 		$5.3M Buy
72,034
+11,708
+19% +$864K 1.3% 30
2020
Q4 		$4.71M Buy
60,326
+1,355
+2% +$104K 1.32% 33
2020
Q3 		$4.67M Sell
58,971
-263
-0.4% -$20.6K 1.6% 25
2020
Q2 		$4.37M Buy
59,234
+55,973
+1,716% +$4.21M 1.59% 25
2020
Q1 		$239K Buy
3,261
+351
+12% +$27.6K 0.25% 63
2019
Q4 		$253K Buy
+2,910
New +$239K 0.25% 68

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 Private Wealth's MRK Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Merck (MRK) stake by 0.74% in Q1 2026, selling an estimated $68.2K and leaving 79,338 shares worth $9.54M. The position accounts for 1.33% of the portfolio, ranked #26.

Live Oak Private Wealth first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.3M in Q4 2022. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Live Oak Private Wealth held 79,338 shares of Merck worth $9.54M as of Q1 2026.
  • Live Oak Private Wealth sold 591 Merck shares in Q1 2026, an estimated $68.2K.
  • Merck made up 1.33% of Live Oak Private Wealth's portfolio in Q1 2026, its #26 holding.
  • Live Oak Private Wealth first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Merck position peaked at $10.3M in Q4 2022.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.