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Doyle Wealth Management’s Merck MRK Stock Holding History

Doyle 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
2022
Q3 		$16.5M Sell
191,071
-1,196
-0.6% -$107K 1.41% 22
2022
Q2 		$17.5M Sell
192,267
-2,297
-1% -$204K 1.41% 24
2022
Q1 		$16M Buy
194,564
+4,070
+2% +$321K 1.15% 34
2021
Q4 		$14.6M Buy
190,494
+4,955
+3% +$395K 1.05% 38
2021
Q3 		$13.9M Buy
185,539
+4,729
+3% +$360K 1.11% 36
2021
Q2 		$14.1M Buy
180,810
+11,018
+6% +$820K 1.17% 35
2021
Q1 		$12.5M Buy
169,792
+5,838
+4% +$431K 1.2% 33
2020
Q4 		$12.8M Buy
163,954
+5,890
+4% +$450K 1.3% 30
2020
Q3 		$12.5M Buy
158,064
+3,220
+2% +$252K 1.45% 27
2020
Q2 		$11.4M Buy
154,844
+1,472
+1% +$111K 1.51% 30
2020
Q1 		$11.3M Buy
153,372
+1,994
+1% +$157K 1.79% 21
2019
Q4 		$13.1M Buy
151,378
+4,282
+3% +$352K 1.64% 27
2019
Q3 		$11.8M Buy
147,096
+2,322
+2% +$186K 1.63% 29
2019
Q2 		$11.6M Buy
144,774
+2,096
+1% +$160K 1.6% 30
2019
Q1 		$10.6M Buy
142,678
+11,091
+8% +$830K 1.55% 30
2018
Q4 		$9.59M Buy
131,587
+2,087
+2% +$147K 1.62% 23
2018
Q3 		$8.77M Buy
129,500
+926
+0.7% +$59K 1.36% 32
2018
Q2 		$7.45M Buy
128,574
+7,396
+6% +$417K 1.23% 35
2018
Q1 		$6.3M Buy
121,178
+5,559
+5% +$300K 1.06% 36
2017
Q4 		$6.21M Buy
115,619
+27,199
+31% +$1.51M 1.05% 36
2017
Q3 		$5.4M Buy
88,420
+8,002
+10% +$485K 0.95% 38
2017
Q2 		$4.92M Buy
80,418
+3,684
+5% +$224K 0.91% 40
2017
Q1 		$4.65M Buy
+76,734
New +$4.66M 0.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doyle Wealth Management's MRK Position: Q3 2022 in Review

Doyle Wealth Management reduced its Merck (MRK) stake by 0.62% in Q3 2022, selling an estimated $107K and leaving 191,071 shares worth $16.5M. The position accounts for 1.41% of the portfolio, ranked #22.

Doyle Wealth Management first reported a position in MRK in Q1 2017 and has held it in 23 quarters since. The position peaked at $17.5M in Q2 2022. 2,990 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

  • Doyle Wealth Management held 191,071 shares of Merck worth $16.5M as of Q3 2022.
  • Doyle Wealth Management sold 1,196 Merck shares in Q3 2022, an estimated $107K.
  • Merck made up 1.41% of Doyle Wealth Management's portfolio in Q3 2022, its #22 holding.
  • Doyle Wealth Management first reported a position in Merck in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Merck position peaked at $17.5M in Q2 2022.
  • 2,990 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.