BFA
MRK icon

BMS Financial Advisors’s Merck MRK Stock Holding History

BMS Financial 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
2023
Q2 		$643K Sell
5,576
-2,509
-31% -$285K 0.42% 37
2023
Q1 		$860K Sell
8,085
-109
-1% -$11.8K 0.59% 29
2022
Q4 		$909K Sell
8,194
-93
-1% -$9.51K 0.6% 25
2022
Q3 		$714K Sell
8,287
-427
-5% -$38.1K 0.5% 34
2022
Q2 		$794K Buy
8,714
+741
+9% +$65.7K 0.52% 27
2022
Q1 		$654K Buy
7,973
+308
+4% +$24.3K 0.42% 46
2021
Q4 		$587K Buy
+7,665
New +$611K 0.37% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BMS Financial Advisors's MRK Position: Q2 2023 in Review

BMS Financial Advisors reduced its Merck (MRK) stake by 31% in Q2 2023, selling an estimated $285K and leaving 5,576 shares worth $643K. The position accounts for 0.42% of the portfolio, ranked #37.

BMS Financial Advisors first reported a position in MRK in Q4 2021 and has held it in 7 quarters since. The position peaked at $909K in Q4 2022. 3,255 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

  • BMS Financial Advisors held 5,576 shares of Merck worth $643K as of Q2 2023.
  • BMS Financial Advisors sold 2,509 Merck shares in Q2 2023, an estimated $285K.
  • Merck made up 0.42% of BMS Financial Advisors's portfolio in Q2 2023, its #37 holding.
  • BMS Financial Advisors first reported a position in Merck in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Merck position peaked at $909K in Q4 2022.
  • 3,255 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.