Tanglewood Legacy Advisors’s Merck MRK Stock Holding History

Tanglewood 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
2026 Q1	$1.47M	Buy	12,210 +78	+0.6%	+$9.01K	0.53%	34
2025 Q4	$1.28M	Buy	12,132 +150	+1%	+$14.1K	0.48%	36
2025 Q3	$1.01M	Sell	11,982 -141	-1%	-$11.6K	0.39%	39
2025 Q2	$960K	Hold	12,123	–	–	0.39%	40
2025 Q1	$1.09M	Hold	12,123	–	–	0.48%	32
2024 Q4	$1.21M	Hold	12,123	–	–	0.52%	34
2024 Q3	$1.38M	Hold	12,123	–	–	0.61%	29
2024 Q2	$1.5M	Hold	12,123	–	–	0.71%	23
2024 Q1	$1.6M	Hold	12,123	–	–	0.79%	22
2023 Q4	$1.32M	Hold	12,123	–	–	0.72%	22
2023 Q3	$1.25M	Hold	12,123	–	–	0.75%	22
2023 Q2	$1.4M	Hold	12,123	–	–	0.81%	21
2023 Q1	$1.29M	Hold	12,123	–	–	0.82%	20
2022 Q4	$1.35M	Buy	+12,123	New	+$1.24M	0.96%	19

Other funds holding MRK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Tanglewood Legacy Advisors's MRK Position: Q1 2026 in Review

Tanglewood Legacy Advisors increased its Merck (MRK) stake by 0.64% in Q1 2026, buying an estimated $9.01K and bringing the position to 12,210 shares worth $1.47M. The position accounts for 0.53% of the portfolio, ranked #34.

Tanglewood Legacy Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Tanglewood Legacy Advisors held 12,210 shares of Merck worth $1.47M as of Q1 2026.
Tanglewood Legacy Advisors bought 78 Merck shares in Q1 2026, an estimated $9.01K.
Merck made up 0.53% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #34 holding.
Tanglewood Legacy Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Merck position peaked at $1.6M in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.