EWM
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Executive Wealth Management’s Merck MRK Stock Holding History

Executive 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 		$8.72M Sell
87,675
-15,409
-15% -$1.59M 0.68% 43
2024
Q3 		$11.7M Buy
103,084
+37,059
+56% +$4.4M 0.92% 25
2024
Q2 		$8.17M Buy
66,025
+2,523
+4% +$325K 1.5% 20
2024
Q1 		$8.32M Buy
63,502
+19,288
+44% +$2.38M 0.73% 45
2023
Q4 		$4.82M Buy
44,214
+40,135
+984% +$4.17M 0.45% 68
2023
Q3 		$420K Sell
4,079
-377
-8% -$40.6K 0.04% 147
2023
Q2 		$514K Buy
4,456
+156
+4% +$17.7K 0.05% 132
2023
Q1 		$458K Buy
4,300
+124
+3% +$13.4K 0.05% 138
2022
Q4 		$463K Buy
4,176
+3,837
+1,132% +$392K 0.06% 136
2022
Q3 		$339 Sell
339
-3,503
-91% -$313K 0.05% 138
2022
Q2 		$350K Buy
3,842
+244
+7% +$21.6K 0.05% 138
2022
Q1 		$295K Buy
3,598
+30
+0.8% +$2.37K 0.03% 164
2021
Q4 		$273K Buy
3,568
+99
+3% +$7.88K 0.03% 168
2021
Q3 		$260K Sell
3,469
-143
-4% -$10.9K 0.03% 159
2021
Q2 		$280K Sell
3,612
-486
-12% -$36.1K 0.03% 161
2021
Q1 		$301K Sell
4,098
-56,337
-93% -$4.16M 0.04% 156
2020
Q4 		$4.72M Buy
60,435
+6,879
+13% +$526K 0.58% 51
2020
Q3 		$4.24M Buy
53,556
+2,079
+4% +$163K 0.59% 46
2020
Q2 		$3.8M Sell
51,477
-6,312
-11% -$475K 0.57% 39
2020
Q1 		$4.24M Buy
57,789
+117
+0.2% +$9.2K 0.75% 24
2019
Q4 		$5M Buy
57,672
+4,510
+8% +$370K 0.68% 40
2019
Q3 		$4.27M Buy
53,162
+3,472
+7% +$278K 0.65% 37
2019
Q2 		$3.98M Buy
49,690
+6,399
+15% +$490K 0.56% 40
2019
Q1 		$3.44M Sell
43,291
-839
-2% -$62.8K 0.61% 38
2018
Q4 		$3.22M Buy
+44,130
New +$3.12M 0.57% 33

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

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

Executive Wealth Management reduced its Merck (MRK) stake by 15% in Q4 2024, selling an estimated $1.59M and leaving 87,675 shares worth $8.72M. The position accounts for 0.68% of the portfolio, ranked #43.

Executive Wealth Management first reported a position in MRK in Q4 2018 and has held it in 25 quarters since. The position peaked at $11.7M in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Executive Wealth Management held 87,675 shares of Merck worth $8.72M as of Q4 2024.
  • Executive Wealth Management sold 15,409 Merck shares in Q4 2024, an estimated $1.59M.
  • Merck made up 0.68% of Executive Wealth Management's portfolio in Q4 2024, its #43 holding.
  • Executive Wealth Management first reported a position in Merck in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's Merck position peaked at $11.7M in Q3 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.