Baldrige Asset Management’s Merck MRK Stock Holding History

Baldrige Asset 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
2023 Q1	$122K	Buy	1,143 +12	+1%	+$1.3K	0.05%	136
2022 Q4	$125K	Sell	1,131 -68	-6%	-$6.95K	0.06%	129
2022 Q3	$103K	Hold	1,199	–	–	0.05%	131
2022 Q2	$109K	Sell	1,199 -78	-6%	-$6.92K	0.05%	131
2022 Q1	$105K	Hold	1,277	–	–	0.04%	138
2021 Q4	$98K	Sell	1,277 -49	-4%	-$3.9K	0.04%	136
2021 Q3	$100K	Sell	1,326 -48	-3%	-$3.65K	0.04%	130
2021 Q2	$107K	Buy	+1,374	New	+$102K	0.05%	126

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldrige Asset Management's MRK Position: Q1 2023 in Review

Baldrige Asset Management increased its Merck (MRK) stake by 1.1% in Q1 2023, buying an estimated $1.3K and bringing the position to 1,143 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #136.

Baldrige Asset Management first reported a position in MRK in Q2 2021 and has held it in 8 quarters since. The position peaked at $125K in Q4 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Baldrige Asset Management held 1,143 shares of Merck worth $122K as of Q1 2023.
Baldrige Asset Management bought 12 Merck shares in Q1 2023, an estimated $1.3K.
Merck made up 0.05% of Baldrige Asset Management's portfolio in Q1 2023, its #136 holding.
Baldrige Asset Management first reported a position in Merck in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Merck position peaked at $125K in Q4 2022.
3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.