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Capstone Wealth Management Group (Pennsylvania)’s Merck MRK Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		– Sell
-2,746
Closed -$217K – 79
2025
Q2 		$217K Buy
+2,746
New +$218K 0.21% 52
2025
Q1 		– Sell
-3,490
Closed -$347K – 74
2024
Q4 		$347K Sell
3,490
-924
-21% -$95.3K 0.19% 63
2024
Q3 		$501K Sell
4,414
-1,478
-25% -$176K 0.3% 53
2024
Q2 		$729K Buy
5,892
+1,416
+32% +$182K 0.48% 45
2024
Q1 		$591K Buy
4,476
+23
+0.5% +$2.83K 0.42% 50
2023
Q4 		$485K Buy
4,453
+800
+22% +$83K 0.46% 42
2023
Q3 		$376K Buy
3,653
+21
+0.6% +$2.26K 0.39% 42
2023
Q2 		$419K Buy
3,632
+19
+0.5% +$2.16K 0.43% 41
2023
Q1 		$384K Sell
3,613
-132
-4% -$14.3K 0.43% 41
2022
Q4 		$415K Buy
3,745
+412
+12% +$42.1K 0.45% 42
2022
Q3 		$287K Sell
3,333
-961
-22% -$85.8K 0.37% 48
2022
Q2 		$391K Buy
4,294
+280
+7% +$24.8K 0.47% 42
2022
Q1 		$329K Buy
4,014
+31
+0.8% +$2.44K 0.33% 50
2021
Q4 		$305K Buy
+3,983
New +$317K 0.25% 64

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s MRK Position: Q3 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Merck (MRK) in Q3 2025, closing a stake of 2,746 shares — an estimated $217K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MRK in Q4 2021 and held it in 14 quarters. The position peaked at $729K in Q2 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 2,746 Merck shares in Q3 2025, an estimated $217K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Merck in Q4 2021 and held it in 14 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s Merck position peaked at $729K in Q2 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2025, filed 12 Nov 2025.