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Fortem Financial Group’s Merck MRK Stock Holding History

Fortem Financial 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 		– Sell
-3,698
Closed -$368K – 187
2024
Q4 		$368K Sell
3,698
-267
-7% -$27.5K 0.14% 136
2024
Q3 		$450K Sell
3,965
-238
-6% -$28.3K 0.18% 122
2024
Q2 		$520K Sell
4,203
-503
-11% -$64.8K 0.22% 105
2024
Q1 		$621K Sell
4,706
-177
-4% -$21.8K 0.27% 101
2023
Q4 		$532K Sell
4,883
-279
-5% -$29K 0.26% 102
2023
Q3 		$531K Sell
5,162
-1,256
-20% -$135K 0.31% 97
2023
Q2 		$741K Sell
6,418
-7,735
-55% -$878K 0.44% 77
2023
Q1 		$1.51M Sell
14,153
-6,817
-33% -$736K 0.98% 31
2022
Q4 		$2.33M Buy
20,970
+328
+2% +$33.5K 1.36% 18
2022
Q3 		$1.78M Sell
20,642
-797
-4% -$71.1K 1.23% 19
2022
Q2 		$1.96M Sell
21,439
-31,945
-60% -$2.83M 1.28% 15
2022
Q1 		$4.38M Buy
53,384
+24,102
+82% +$1.9M 1.92% 5
2021
Q4 		$2.24M Sell
29,282
-1,496
-5% -$119K 1.02% 35
2021
Q3 		$2.31M Buy
30,778
+733
+2% +$55.7K 1.17% 25
2021
Q2 		$2.34M Buy
30,045
+13,248
+79% +$985K 1.18% 20
2021
Q1 		$1.24M Buy
16,797
+181
+1% +$13.4K 0.72% 53
2020
Q4 		$1.3M Sell
16,616
-1,231
-7% -$94.1K 0.78% 40
2020
Q3 		$1.41M Sell
17,847
-4,637
-21% -$363K 1.02% 33
2020
Q2 		$1.66M Sell
22,484
-2,475
-10% -$186K 1.28% 22
2020
Q1 		$1.83M Buy
24,959
+14,350
+135% +$1.13M 1.67% 12
2019
Q4 		$921K Buy
10,609
+1,856
+21% +$152K 0.68% 56
2019
Q3 		$703K Buy
8,753
+4,677
+115% +$375K 0.6% 57
2019
Q2 		$326K Buy
4,076
+565
+16% +$43.3K 0.33% 65
2019
Q1 		$279K Buy
3,511
+584
+20% +$43.7K 0.29% 73
2018
Q4 		$213K Buy
+2,927
New +$207K 0.26% 95

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Fortem Financial Group's MRK Position: Q1 2025 in Review

Fortem Financial Group sold out of Merck (MRK) in Q1 2025, closing a stake of 3,698 shares — an estimated $368K sold.

Fortem Financial Group first reported a position in MRK in Q4 2018 and held it in 25 quarters. The position peaked at $4.38M in Q1 2022. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Fortem Financial Group reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Fortem Financial Group sold 3,698 Merck shares in Q1 2025, an estimated $368K.
  • Fortem Financial Group first reported a position in Merck in Q4 2018 and held it in 25 quarters.
  • Fortem Financial Group's Merck position peaked at $4.38M in Q1 2022.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Fortem Financial Group's 13F filing for Q1 2025, filed 1 May 2025.