Bard Financial Services’s Merck MRK Stock Holding History

Bard 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
2025 Q3	$8.55M	Buy	101,913 +250	+0.2%	+$20.6K	0.94%	29
2025 Q2	$8.05M	Sell	101,663 -2,200	-2%	-$175K	0.96%	28
2025 Q1	$9.32M	Sell	103,863 -290	-0.3%	-$27.1K	1.14%	21
2024 Q4	$10.4M	Sell	104,153 -1,550	-1%	-$160K	1.24%	20
2024 Q3	$12M	Sell	105,703 -375	-0.4%	-$44.6K	1.42%	16
2024 Q2	$13.1M	Hold	106,078	–	–	1.36%	14
2024 Q1	$14M	Sell	106,078 -450	-0.4%	-$55.5K	1.49%	11
2023 Q4	$11.6M	Sell	106,528 -950	-0.9%	-$98.6K	1.3%	15
2023 Q3	$11.1M	Buy	107,478 +1,155	+1%	+$124K	1.37%	16
2023 Q2	$12.3M	Sell	106,323 -775	-0.7%	-$88K	0.93%	20
2023 Q1	$11.4M	Sell	107,098 -750	-0.7%	-$81K	0.91%	26
2022 Q4	$12M	Sell	107,848 -395	-0.4%	-$40.4K	1.02%	26
2022 Q3	$9.32M	Buy	108,243 +1,375	+1%	+$123K	0.87%	29
2022 Q2	$9.74M	Buy	106,868 +392	+0.4%	+$34.8K	0.89%	26
2022 Q1	$8.74M	Buy	106,476 +2,843	+3%	+$224K	0.71%	35
2021 Q4	$7.94M	Sell	103,633 -109	-0.1%	-$8.68K	0.64%	45
2021 Q3	$7.79M	Buy	103,742 +692	+0.7%	+$52.6K	0.69%	41
2021 Q2	$8.01M	Sell	103,050 -1,392	-1%	-$104K	0.71%	38
2021 Q1	$7.68M	Buy	104,442 +3,868	+4%	+$285K	0.75%	37
2020 Q4	$7.85M	Buy	+100,574	New	+$7.69M	0.79%	35

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

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

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