BWA
MRK icon

Beam Wealth Advisors’s Merck MRK Stock Holding History

Beam Wealth Advisors’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
Q2 		– Sell
-2,939
Closed -$388K – 136
2024
Q1 		$388K Buy
2,939
+126
+4% +$15.5K 0.23% 70
2023
Q4 		$307K Buy
2,813
+28
+1% +$2.91K 0.19% 78
2023
Q3 		$287K Buy
2,785
+212
+8% +$22.9K 0.2% 80
2023
Q2 		$297K Buy
2,573
+564
+28% +$64K 0.21% 79
2023
Q1 		$214K Sell
2,009
-15
-0.7% -$1.62K 0.21% 94
2022
Q4 		$225K Buy
+2,024
New +$207K 0.23% 90
2021
Q4 		– Sell
-2,971
Closed -$223K – 123
2021
Q3 		$223K Buy
+2,971
New +$226K 0.19% 127
2020
Q1 		– Sell
-2,763
Closed -$240K – 167
2019
Q4 		$240K Buy
+2,763
New +$227K 0.22% 128

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

Beam Wealth Advisors's MRK Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Merck (MRK) in Q2 2024, closing a stake of 2,939 shares — an estimated $388K sold.

Beam Wealth Advisors first reported a position in MRK in Q4 2019 and held it in 8 quarters. The position peaked at $388K in Q1 2024. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,939 Merck shares in Q2 2024, an estimated $388K.
  • Beam Wealth Advisors first reported a position in Merck in Q4 2019 and held it in 8 quarters.
  • Beam Wealth Advisors's Merck position peaked at $388K in Q1 2024.
  • 3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.