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Abich Financial Wealth Management’s Merck MRK Stock Holding History

Abich Financial Wealth Management’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
Q3 		$435K Buy
+5,184
New +$427K 0.15% 42
2024
Q3 		$242K Buy
2,133
+1,807
+554% +$215K 0.54% 15
2024
Q2 		$40.4K Buy
326
+179
+122% +$23.1K 0.03% 176
2024
Q1 		$19.4K Buy
147
+28
+24% +$3.45K 0.02% 195
2023
Q4 		$13K Buy
+119
New +$12.4K 0.01% 200

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's MRK Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Merck (MRK) in Q3 2025: 5,184 shares worth $435K. The stake represents 0.15% of the portfolio and ranks #42 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in MRK as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in MRK in Q4 2023 and has held it in 5 quarters since. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Abich Financial Wealth Management held 5,184 shares of Merck worth $435K as of Q3 2025.
  • Merck was a new Abich Financial Wealth Management position in Q3 2025.
  • Merck made up 0.15% of Abich Financial Wealth Management's portfolio in Q3 2025, its #42 holding.
  • Abich Financial Wealth Management first reported a position in Merck in Q4 2023 and has held it in 5 quarters since.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.