CWM
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Campbell Wealth Management’s Merck MRK Stock Holding History

Campbell Wealth 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
2024
Q4 		$286K Buy
2,879
+1,055
+58% +$109K 0.03% 71
2024
Q3 		$207K Sell
1,824
-1,067
-37% -$127K 0.02% 67
2024
Q2 		$358K Buy
2,891
+1
+0% +$129 0.12% 28
2024
Q1 		$381K Buy
2,890
+997
+53% +$123K 0.04% 55
2023
Q4 		$206K Sell
1,893
-1,157
-38% -$120K 0.02% 61
2023
Q3 		$314K Buy
3,050
+84
+3% +$9.05K 0.04% 48
2023
Q2 		$342K Buy
2,966
+100
+3% +$11.4K 0.04% 45
2023
Q1 		$305K Sell
2,866
-11
-0.4% -$1.19K 0.04% 49
2022
Q4 		$319K Sell
2,877
-117
-4% -$12K 0.04% 48
2022
Q3 		$258K Buy
+2,994
New +$267K 0.04% 58
2022
Q2 		– Sell
-2,862
Closed -$235K – 67
2022
Q1 		$235K Sell
2,862
-81
-3% -$6.39K 0.03% 69
2021
Q4 		$226K Buy
2,943
+28
+1% +$2.23K 0.03% 73
2021
Q3 		$219K Sell
2,915
-6
-0.2% -$456 0.03% 69
2021
Q2 		$227K Sell
2,921
-140
-5% -$10.4K 0.03% 61
2021
Q1 		$225K Hold
3,061
– – 0.03% 61
2020
Q4 		$239K Buy
3,061
+60
+2% +$4.59K 0.03% 53
2020
Q3 		$238K Sell
3,001
-79
-3% -$6.19K 0.04% 47
2020
Q2 		$227K Buy
3,080
+79
+3% +$5.95K 0.04% 44
2020
Q1 		$220K Hold
3,001
– – 0.05% 41
2019
Q4 		$260K Sell
3,001
-72
-2% -$5.91K 0.05% 56
2019
Q3 		$247K Buy
3,073
+473
+18% +$37.9K 0.05% 54
2019
Q2 		$208K Sell
2,600
-38
-1% -$2.91K 0.05% 59
2019
Q1 		$209K Sell
2,638
-794
-23% -$59.4K 0.06% 54
2018
Q4 		$250K Buy
+3,432
New +$242K 0.08% 38

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Campbell Wealth Management's MRK Position: Q4 2024 in Review

Campbell Wealth Management increased its Merck (MRK) stake by 58% in Q4 2024, buying an estimated $109K and bringing the position to 2,879 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #71.

Campbell Wealth Management first reported a position in MRK in Q4 2018 and has held it in 24 quarters since. The position peaked at $381K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Campbell Wealth Management held 2,879 shares of Merck worth $286K as of Q4 2024.
  • Campbell Wealth Management bought 1,055 Merck shares in Q4 2024, an estimated $109K.
  • Merck made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #71 holding.
  • Campbell Wealth Management first reported a position in Merck in Q4 2018 and has held it in 24 quarters since.
  • Campbell Wealth Management's Merck position peaked at $381K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.