AAMA
MRK icon

Advanced Asset Management Advisors’s Merck MRK Stock Holding History

Advanced Asset Management 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
2024
Q4 		– Sell
-2,045
Closed -$253K – 86
2024
Q3 		$253K Hold
2,045
– – 0.07% 60
2024
Q2 		$253K Sell
2,045
-143
-7% -$18.4K 0.07% 61
2024
Q1 		$289K Sell
2,188
-104
-5% -$12.8K 0.07% 64
2023
Q4 		$250K Sell
2,292
-290
-11% -$30.1K 0.06% 66
2023
Q3 		$266K Buy
2,582
+1
+0% +$108 0.06% 66
2023
Q2 		$298K Sell
2,581
-10
-0.4% -$1.14K 0.07% 65
2023
Q1 		$276K Sell
2,591
-620
-19% -$66.9K 0.07% 65
2022
Q4 		$356K Buy
3,211
+1
+0% +$102 0.09% 62
2022
Q3 		$276K Buy
3,210
+63
+2% +$5.62K 0.08% 62
2022
Q2 		$287K Hold
3,147
– – 0.07% 64
2022
Q1 		$258K Sell
3,147
-32
-1% -$2.52K 0.06% 66
2021
Q4 		$244K Buy
+3,179
New +$253K 0.05% 69
2021
Q2 		– Sell
-3,140
Closed -$231K – 96
2021
Q1 		$231K Buy
3,140
+1
+0% +$74 0.05% 78
2020
Q4 		$245K Sell
3,139
-1,256
-29% -$96.1K 0.06% 77
2020
Q3 		$348K Buy
4,395
+1,536
+54% +$120K 0.09% 67
2020
Q2 		$211K Buy
2,859
+1
+0% +$75 0.06% 75
2020
Q1 		$210K Buy
2,858
+1
+0% +$79 0.07% 85
2019
Q4 		$248K Sell
2,857
-177
-6% -$14.5K 0.08% 83
2019
Q3 		$244K Buy
3,034
+148
+5% +$11.9K 0.08% 89
2019
Q2 		$231K Sell
2,886
-502
-15% -$38.4K 0.08% 87
2019
Q1 		$269K Sell
3,388
-754
-18% -$56.4K 0.1% 98
2018
Q4 		$302K Buy
+4,142
New +$292K 0.1% 111
2018
Q3 		– Sell
-3,746
Closed -$217K – 112
2018
Q2 		$217K Buy
+3,746
New +$211K 0.07% 121
2018
Q1 		– Sell
-3,835
Closed -$206K – 126
2017
Q4 		$206K Buy
+3,835
New +$213K 0.07% 124

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advanced Asset Management Advisors's MRK Position: Q4 2024 in Review

Advanced Asset Management Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 2,045 shares — an estimated $253K sold.

Advanced Asset Management Advisors first reported a position in MRK in Q4 2017 and held it in 24 quarters. The position peaked at $356K in Q4 2022. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Advanced Asset Management Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 2,045 Merck shares in Q4 2024, an estimated $253K.
  • Advanced Asset Management Advisors first reported a position in Merck in Q4 2017 and held it in 24 quarters.
  • Advanced Asset Management Advisors's Merck position peaked at $356K in Q4 2022.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.