My Legacy Advisors’s Merck MRK Stock Holding History

My Legacy Advisors’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
2025 Q2	$495K	Buy	5,890 +49	+0.8%	+$3.9K	0.18%	140
2025 Q1	$524K	Sell	5,841 -151	-3%	-$14.1K	0.2%	133
2024 Q4	$600K	Sell	5,992 -765	-11%	-$78.9K	0.23%	115
2024 Q3	$767K	Sell	6,757 -2,029	-23%	-$241K	0.3%	93
2024 Q2	$1.09M	Sell	8,786 -437	-5%	-$56.3K	0.35%	78
2024 Q1	$1.22M	Sell	9,223 -87	-0.9%	-$10.7K	0.41%	63
2023 Q4	$1.1M	Sell	9,310 -409	-4%	-$42.5K	0.4%	72
2023 Q3	$976K	Buy	9,719 +232	+2%	+$25K	0.4%	77
2023 Q2	$1.01M	Sell	9,487 -2,191	-19%	-$249K	0.4%	74
2023 Q1	$1.32M	Sell	11,678 -100	-0.8%	-$10.8K	0.56%	54
2022 Q4	$1.21M	Buy	11,778 +748	+7%	+$76.5K	0.52%	57
2022 Q3	$1.02M	Buy	11,030 +137	+1%	+$12.2K	0.51%	55
2022 Q2	$1.03M	Buy	10,893 +102	+0.9%	+$9.04K	0.51%	56
2022 Q1	$885K	Buy	+10,791	New	+$851K	0.41%	79

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

My Legacy Advisors's MRK Position: Q2 2025 in Review

My Legacy Advisors increased its Merck (MRK) stake by 0.84% in Q2 2025, buying an estimated $3.9K and bringing the position to 5,890 shares worth $495K. The position accounts for 0.18% of the portfolio, ranked #140.

My Legacy Advisors first reported a position in MRK in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2023. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

My Legacy Advisors held 5,890 shares of Merck worth $495K as of Q2 2025.
My Legacy Advisors bought 49 Merck shares in Q2 2025, an estimated $3.9K.
Merck made up 0.18% of My Legacy Advisors's portfolio in Q2 2025, its #140 holding.
My Legacy Advisors first reported a position in Merck in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's Merck position peaked at $1.32M in Q1 2023.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.