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American Planning Services’s Merck MRK Stock Holding History

American Planning Services’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
Q3 		$228K Buy
2,006
+2
+0.1% +$238 0.18% 51
2024
Q2 		$248K Buy
2,004
+395
+25% +$50.9K 0.17% 46
2024
Q1 		$212K Buy
+1,609
New +$198K 0.15% 47

Other funds holding MRK

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Planning Services's MRK Position: Q3 2024 in Review

American Planning Services increased its Merck (MRK) stake by 0.1% in Q3 2024, buying an estimated $238 and bringing the position to 2,006 shares worth $228K. The position accounts for 0.18% of the portfolio, ranked #51.

American Planning Services first reported a position in MRK in Q1 2024 and has held it in 3 quarters since. The position peaked at $248K in Q2 2024. 3,496 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • American Planning Services held 2,006 shares of Merck worth $228K as of Q3 2024.
  • American Planning Services bought 2 Merck shares in Q3 2024, an estimated $238.
  • Merck made up 0.18% of American Planning Services's portfolio in Q3 2024, its #51 holding.
  • American Planning Services first reported a position in Merck in Q1 2024 and has held it in 3 quarters since.
  • American Planning Services's Merck position peaked at $248K in Q2 2024.
  • 3,496 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.