Burt Wealth Advisors’s Merck MRK Stock Holding History

Burt 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
2025 Q3	$297K	Sell	3,539 -4	-0.1%	-$329	0.07%	96
2025 Q2	$280K	Sell	3,543 -186	-5%	-$14.8K	0.06%	97
2025 Q1	$335K	Sell	3,729 -1,600	-30%	-$149K	0.08%	84
2024 Q4	$530K	Sell	5,329 -553	-9%	-$57K	0.13%	61
2024 Q3	$668K	Buy	5,882 +368	+7%	+$43.7K	0.16%	52
2024 Q2	$683K	Sell	5,514 -722	-12%	-$93K	0.18%	50
2024 Q1	$823K	Buy	6,236 +900	+17%	+$111K	0.21%	47
2023 Q4	$582K	Sell	5,336 -215	-4%	-$22.3K	0.17%	51
2023 Q3	$571K	Hold	5,551	–	–	0.18%	50
2023 Q2	$641K	Sell	5,551 -6	-0.1%	-$681	0.19%	46
2023 Q1	$591K	Buy	5,557 +99	+2%	+$10.7K	0.18%	47
2022 Q4	$606K	Buy	5,458 +186	+4%	+$19K	0.2%	46
2022 Q3	$454K	Sell	5,272 -240	-4%	-$21.4K	0.18%	44
2022 Q2	$503K	Buy	5,512 +455	+9%	+$40.3K	0.17%	46
2022 Q1	$415K	Buy	5,057 +400	+9%	+$31.5K	0.12%	59
2021 Q4	$357K	Hold	4,657	–	–	0.12%	64
2021 Q3	$350K	Buy	4,657 +7	+0.2%	+$532	0.11%	69
2021 Q2	$362K	Buy	4,650 +112	+2%	+$8.33K	0.13%	62
2021 Q1	$334K	Buy	4,538 +31	+0.7%	+$2.29K	0.12%	65
2020 Q4	$352K	Hold	4,507	–	–	0.12%	62
2020 Q3	$357K	Buy	4,507 +349	+8%	+$27.3K	0.13%	54
2020 Q2	$307K	Buy	4,158 +19	+0.5%	+$1.43K	0.12%	59
2020 Q1	$304K	Hold	4,139	–	–	0.14%	57
2019 Q4	$359K	Hold	4,139	–	–	0.14%	53
2019 Q3	$332K	Hold	4,139	–	–	0.14%	58
2019 Q2	$331K	Sell	4,139 -483	-10%	-$37K	0.15%	55
2019 Q1	$367K	Buy	4,622 +3	+0.1%	+$224	0.17%	51
2018 Q4	$337K	Buy	4,619 +580	+14%	+$40.9K	0.16%	58
2018 Q3	$273K	Buy	4,039 +4	+0.1%	+$255	0.12%	63
2018 Q2	$234K	Buy	4,035 +4	+0.1%	+$226	0.11%	69
2018 Q1	$210K	Buy	4,031 +5	+0.1%	+$270	0.11%	69
2017 Q4	$216K	Buy	4,026 +684	+20%	+$37.9K	0.13%	66
2017 Q3	$204K	Sell	3,342 -940	-22%	-$57K	0.13%	66
2017 Q2	$261K	Buy	4,282 +1,401	+49%	+$85.3K	0.18%	54
2017 Q1	$175K	Sell	2,881 -472	-14%	-$28.6K	0.13%	71
2016 Q4	$188K	Buy	3,353 +472	+16%	+$27.6K	0.17%	70
2016 Q3	$171K	Hold	2,881	–	–	0.18%	69
2016 Q2	$158K	Sell	2,881 -249	-8%	-$13.3K	0.18%	70
2016 Q1	$158K	Sell	3,130 -141	-4%	-$6.91K	0.14%	72
2015 Q4	$164K	Buy	3,271 +3,169	+3,107%	+$160K	0.13%	75
2015 Q3	$160K	Sell	102 -2,889	-97%	-$153K	0.2%	62
2015 Q2	$162K	Hold	2,991	–	–	0.18%	68
2015 Q1	$164K	Hold	2,991	–	–	0.17%	63
2014 Q4	$162K	Buy	+2,991	New	+$167K	0.17%	65

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

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

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

Burt Wealth Advisors's MRK Position: Q3 2025 in Review

Burt Wealth Advisors reduced its Merck (MRK) stake by 0.11% in Q3 2025, selling an estimated $329 and leaving 3,539 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #96.

Burt Wealth Advisors first reported a position in MRK in Q4 2014 and has held it in 44 quarters since. The position peaked at $823K in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Burt Wealth Advisors held 3,539 shares of Merck worth $297K as of Q3 2025.
Burt Wealth Advisors sold 4 Merck shares in Q3 2025, an estimated $329.
Merck made up 0.07% of Burt Wealth Advisors's portfolio in Q3 2025, its #96 holding.
Burt Wealth Advisors first reported a position in Merck in Q4 2014 and has held it in 44 quarters since.
Burt Wealth Advisors's Merck position peaked at $823K in Q1 2024.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.