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Annapolis Financial Services’s Merck MRK Stock Holding History

Annapolis Financial 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 		$127K Sell
1,120
-28
-2% -$3.33K 0.04% 109
2024
Q2 		$142K Hold
1,148
– – 0.05% 105
2024
Q1 		$151K Sell
1,148
-1,164
-50% -$143K 0.05% 99
2023
Q4 		$252K Sell
2,312
-496
-18% -$51.5K 0.06% 109
2023
Q3 		$289K Buy
2,808
+173
+7% +$18.6K 0.08% 97
2023
Q2 		$304K Buy
2,635
+423
+19% +$48K 0.09% 96
2023
Q1 		$235K Hold
2,212
– – 0.07% 102
2022
Q4 		$245K Sell
2,212
-171
-7% -$17.5K 0.08% 101
2022
Q3 		$205K Buy
2,383
+22
+0.9% +$1.96K 0.08% 106
2022
Q2 		$215K Hold
2,361
– – 0.08% 101
2022
Q1 		$194K Hold
2,361
– – 0.06% 109
2021
Q4 		$181K Sell
2,361
-240
-9% -$19.1K 0.06% 115
2021
Q3 		$195K Buy
2,601
+195
+8% +$14.8K 0.06% 103
2021
Q2 		$187K Sell
2,406
-115
-5% -$8.55K 0.06% 104
2021
Q1 		$185K Hold
2,521
– – 0.07% 94
2020
Q4 		$197K Buy
+2,521
New +$193K 0.08% 87

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Annapolis Financial Services's MRK Position: Q3 2024 in Review

Annapolis Financial Services reduced its Merck (MRK) stake by 2.4% in Q3 2024, selling an estimated $3.33K and leaving 1,120 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #109.

Annapolis Financial Services first reported a position in MRK in Q4 2020 and has held it in 16 quarters since. The position peaked at $304K in Q2 2023. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Annapolis Financial Services held 1,120 shares of Merck worth $127K as of Q3 2024.
  • Annapolis Financial Services sold 28 Merck shares in Q3 2024, an estimated $3.33K.
  • Merck made up 0.04% of Annapolis Financial Services's portfolio in Q3 2024, its #109 holding.
  • Annapolis Financial Services first reported a position in Merck in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Merck position peaked at $304K in Q2 2023.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.