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Apexium Financial’s Merck MRK Stock Holding History

Apexium Financial’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 		$1.59M Sell
18,907
-659
-3% -$54.3K 0.08% 98
2025
Q2 		$1.56M Sell
19,566
-921
-4% -$73.2K 0.08% 97
2025
Q1 		$1.85M Buy
20,487
+1,020
+5% +$95.2K 0.11% 91
2024
Q4 		$1.95M Buy
19,467
+1,144
+6% +$118K 0.12% 77
2024
Q3 		$2.09M Buy
18,323
+35
+0.2% +$4.16K 0.14% 63
2024
Q2 		$2.26M Sell
18,288
-17
-0.1% -$2.19K 0.16% 53
2024
Q1 		$2.43M Sell
18,305
-594
-3% -$73.2K 0.18% 53
2023
Q4 		$2.06M Buy
18,899
+1,011
+6% +$105K 0.15% 71
2023
Q3 		$1.85M Buy
17,888
+1
+0% +$108 0.19% 53
2023
Q2 		$2.08M Buy
17,887
+253
+1% +$28.7K 0.18% 53
2023
Q1 		$1.88M Buy
17,634
+1
+0% +$108 0.18% 55
2022
Q4 		$1.96M Sell
17,633
-196
-1% -$20K 0.2% 53
2022
Q3 		$1.53M Buy
+17,829
New +$1.59M 0.19% 55

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

Apexium Financial's MRK Position: Q3 2025 in Review

Apexium Financial reduced its Merck (MRK) stake by 3.4% in Q3 2025, selling an estimated $54.3K and leaving 18,907 shares worth $1.59M. The position accounts for 0.08% of the portfolio, ranked #98.

Apexium Financial first reported a position in MRK in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.43M in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Apexium Financial held 18,907 shares of Merck worth $1.59M as of Q3 2025.
  • Apexium Financial sold 659 Merck shares in Q3 2025, an estimated $54.3K.
  • Merck made up 0.08% of Apexium Financial's portfolio in Q3 2025, its #98 holding.
  • Apexium Financial first reported a position in Merck in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Merck position peaked at $2.43M in Q1 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.