GWMIA
MRK icon

Global Wealth Management Investment Advisory’s Merck MRK Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-47,256
Closed -$4.24M – 147
2025
Q1 		$4.24M Buy
47,256
+2,199
+5% +$205K 0.85% 43
2024
Q4 		$4.48M Buy
45,057
+22,775
+102% +$2.35M 0.92% 33
2024
Q3 		$2.53M Buy
22,282
+1,925
+9% +$229K 0.55% 60
2024
Q2 		$2.52M Buy
20,357
+876
+4% +$113K 0.59% 57
2024
Q1 		$2.57M Buy
19,481
+18,901
+3,259% +$2.33M 0.63% 56
2023
Q4 		$63.2K Hold
580
– – 0.02% 179
2023
Q3 		$59.7K Hold
580
– – 0.02% 183
2023
Q2 		$66.9K Buy
+580
New +$65.9K 0.02% 182
2022
Q3 		– Sell
-1,269
Closed -$116K – 344
2022
Q2 		$116K Buy
1,269
+49
+4% +$4.34K 0.04% 150
2022
Q1 		$100K Hold
1,220
– – 0.03% 159
2021
Q4 		$94K Hold
1,220
– – 0.03% 165
2021
Q3 		$92K Buy
1,220
+305
+33% +$23.2K 0.03% 172
2021
Q2 		$71K Buy
915
+412
+82% +$30.6K 0.02% 183
2021
Q1 		$37K Sell
503
-190
-27% -$14K 0.01% 209
2020
Q4 		$54K Sell
693
-12
-2% -$918 0.02% 183
2020
Q3 		$56K Sell
705
-823
-54% -$64.5K 0.02% 171
2020
Q2 		$113K Hold
1,528
– – 0.05% 142
2020
Q1 		$112K Buy
1,528
+181
+13% +$14.2K 0.06% 127
2019
Q4 		$117K Hold
1,347
– – 0.05% 136
2019
Q3 		$108K Hold
1,347
– – 0.05% 129
2019
Q2 		$108K Sell
1,347
-86
-6% -$6.58K 0.05% 132
2019
Q1 		$114K Buy
1,433
+222
+18% +$16.6K 0.06% 150
2018
Q4 		$88K Buy
+1,211
New +$85.5K 0.05% 189

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Wealth Management Investment Advisory's MRK Position: Q2 2025 in Review

Global Wealth Management Investment Advisory sold out of Merck (MRK) in Q2 2025, closing a stake of 47,256 shares — an estimated $4.24M sold.

Global Wealth Management Investment Advisory first reported a position in MRK in Q4 2018 and held it in 23 quarters. The position peaked at $4.48M in Q4 2024. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Global Wealth Management Investment Advisory reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 47,256 Merck shares in Q2 2025, an estimated $4.24M.
  • Global Wealth Management Investment Advisory first reported a position in Merck in Q4 2018 and held it in 23 quarters.
  • Global Wealth Management Investment Advisory's Merck position peaked at $4.48M in Q4 2024.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.