CCM Investment Group’s Merck MRK Stock Holding History

CCM Investment Group’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 Q1	$5.67M	Buy	63,576 +13,590	+27%	+$1.27M	0.6%	30
2024 Q4	$4.92M	Buy	+49,986	New	+$5.15M	0.54%	37

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM Investment Group's MRK Position: Q1 2025 in Review

CCM Investment Group increased its Merck (MRK) stake by 27% in Q1 2025, buying an estimated $1.27M and bringing the position to 63,576 shares worth $5.67M. The position accounts for 0.6% of the portfolio, ranked #30.

CCM Investment Group first reported a position in MRK in Q4 2024 and has held it in 2 quarters since. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

CCM Investment Group held 63,576 shares of Merck worth $5.67M as of Q1 2025.
CCM Investment Group bought 13,590 Merck shares in Q1 2025, an estimated $1.27M.
Merck made up 0.6% of CCM Investment Group's portfolio in Q1 2025, its #30 holding.
CCM Investment Group first reported a position in Merck in Q4 2024 and has held it in 2 quarters since.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.