Chapman Investment Management’s Merck MRK Stock Holding History

Chapman Investment 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 Q2	–	Sell	-1,570	Closed	-$207K	–	33
2024 Q1	$207K	Buy	+1,570	New	+$194K	0.15%	32
2023 Q2	–	Sell	-1,920	Closed	-$204K	–	37
2023 Q1	$204K	Sell	1,920 -1,056	-35%	-$114K	0.17%	36
2022 Q4	$330K	Hold	2,976	–	–	0.3%	32
2022 Q3	$256K	Sell	2,976 -150	-5%	-$13.4K	0.19%	37
2022 Q2	$285K	Hold	3,126	–	–	0.2%	39
2022 Q1	$256K	Sell	3,126 -4,861	-61%	-$383K	0.14%	41
2021 Q4	$612K	Sell	7,987 -3,124	-28%	-$249K	0.28%	40
2021 Q3	$835K	Buy	11,111 +700	+7%	+$53.2K	0.43%	31
2021 Q2	$810K	Buy	10,411 +650	+7%	+$48.3K	0.45%	30
2021 Q1	$718K	Hold	9,761	–	–	0.45%	29
2020 Q4	$762K	Buy	9,761 +1,063	+12%	+$81.3K	0.5%	28
2020 Q3	$688K	Buy	+8,698	New	+$681K	0.51%	31

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Chapman Investment Management's MRK Position: Q2 2024 in Review

Chapman Investment Management sold out of Merck (MRK) in Q2 2024, closing a stake of 1,570 shares — an estimated $207K sold.

Chapman Investment Management first reported a position in MRK in Q3 2020 and held it in 12 quarters. The position peaked at $835K in Q3 2021. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Chapman Investment Management reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Chapman Investment Management sold 1,570 Merck shares in Q2 2024, an estimated $207K.
Chapman Investment Management first reported a position in Merck in Q3 2020 and held it in 12 quarters.
Chapman Investment Management's Merck position peaked at $835K in Q3 2021.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Chapman Investment Management's 13F filing for Q2 2024, filed 7 Aug 2024.