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AAFMAA Wealth Management & Trust’s Merck MRK Stock Holding History

AAFMAA Wealth Management & Trust’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
2022
Q2 		– Sell
-8,898
Closed -$730K – 64
2022
Q1 		$730K Hold
8,898
– – 0.34% 51
2021
Q4 		$682K Hold
8,898
– – 0.3% 52
2021
Q3 		$668K Hold
8,898
– – 0.32% 54
2021
Q2 		$692K Sell
8,898
-495
-5% -$36.8K 0.32% 52
2021
Q1 		$690K Buy
9,393
+68
+0.7% +$5.02K 0.33% 50
2020
Q4 		$727K Buy
+9,325
New +$713K 0.35% 49

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAFMAA Wealth Management & Trust's MRK Position: Q2 2022 in Review

AAFMAA Wealth Management & Trust sold out of Merck (MRK) in Q2 2022, closing a stake of 8,898 shares — an estimated $730K sold.

AAFMAA Wealth Management & Trust first reported a position in MRK in Q4 2020 and held it in 6 quarters. The position peaked at $730K in Q1 2022. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

  • AAFMAA Wealth Management & Trust reported no remaining Merck position as of Q2 2022 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 8,898 Merck shares in Q2 2022, an estimated $730K.
  • AAFMAA Wealth Management & Trust first reported a position in Merck in Q4 2020 and held it in 6 quarters.
  • AAFMAA Wealth Management & Trust's Merck position peaked at $730K in Q1 2022.
  • 3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2022, filed 12 Aug 2022.