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AMJ Financial Wealth Management’s Merck MRK Stock Holding History

AMJ 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 		– Sell
-3,327
Closed -$263K – 94
2025
Q2 		$263K Sell
3,327
-2,888
-46% -$230K 0.07% 79
2025
Q1 		$558K Buy
+6,215
New +$580K 0.16% 63
2020
Q1 		– Sell
-53,544
Closed -$4.65M – 51
2019
Q4 		$4.65M Buy
+53,544
New +$4.4M 3.27% 5

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

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

AMJ Financial Wealth Management sold out of Merck (MRK) in Q3 2025, closing a stake of 3,327 shares — an estimated $263K sold.

AMJ Financial Wealth Management first reported a position in MRK in Q4 2019 and held it in 3 quarters. The position peaked at $4.65M in Q4 2019. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • AMJ Financial Wealth Management reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 3,327 Merck shares in Q3 2025, an estimated $263K.
  • AMJ Financial Wealth Management first reported a position in Merck in Q4 2019 and held it in 3 quarters.
  • AMJ Financial Wealth Management's Merck position peaked at $4.65M in Q4 2019.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.