Axiom Advisory’s Merck MRK Stock Holding History

Axiom Advisory’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	$2.72M	Buy	22,900 +876	+4%	+$104K	0.03%	93
2024 Q2	$2.84M	Buy	+22,024	New	+$2.84M	0.03%	80

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Advisory's MRK Position: Q3 2024 in Review

Axiom Advisory increased its Merck (MRK) stake by 4% in Q3 2024, buying an estimated $104K and bringing the position to 22,900 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #93.

Axiom Advisory first reported a position in MRK in Q2 2024 and has held it in 2 quarters since. The position peaked at $2.84M in Q2 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Axiom Advisory held 22,900 shares of Merck worth $2.72M as of Q3 2024.
Axiom Advisory bought 876 Merck shares in Q3 2024, an estimated $104K.
Merck made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #93 holding.
Axiom Advisory first reported a position in Merck in Q2 2024 and has held it in 2 quarters since.
Axiom Advisory's Merck position peaked at $2.84M in Q2 2024.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.