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Goepper Burkhardt’s Merck MRK Stock Holding History

Goepper Burkhardt’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
Q3 		– Sell
-2,568
Closed -$203K – 103
2025
Q2 		$203K Sell
2,568
-100
-4% -$7.95K 0.07% 96
2025
Q1 		$240K Sell
2,668
-445
-14% -$41.5K 0.1% 85
2024
Q4 		$310K Sell
3,113
-78
-2% -$8.04K 0.13% 64
2024
Q3 		$362K Sell
3,191
-150
-4% -$17.8K 0.15% 61
2024
Q2 		$414K Hold
3,341
– – 0.19% 54
2024
Q1 		$435K Sell
3,341
-100
-3% -$12.3K 0.2% 53
2023
Q4 		$432K Hold
3,441
– – 0.21% 51
2023
Q3 		$354K Hold
3,441
– – 0.22% 45
2023
Q2 		$397K Sell
3,441
-50
-1% -$5.68K 0.24% 45
2023
Q1 		$371K Hold
3,491
– – 0.24% 39
2022
Q4 		$387K Buy
3,491
+36
+1% +$3.68K 0.27% 38
2022
Q3 		$298K Buy
3,455
+34
+1% +$3.04K 0.22% 40
2022
Q2 		$312K Sell
3,421
-9
-0.3% -$798 0.22% 46
2022
Q1 		$281K Buy
3,430
+228
+7% +$18K 0.17% 56
2021
Q4 		$245K Buy
3,202
+29
+0.9% +$2.31K 0.15% 59
2021
Q3 		$238K Hold
3,173
– – 0.15% 60
2021
Q2 		$247K Sell
3,173
-256
-7% -$19K 0.16% 60
2021
Q1 		$252K Sell
3,429
-195
-5% -$14.4K 0.17% 56
2020
Q4 		$283K Buy
+3,624
New +$277K 0.21% 49

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goepper Burkhardt's MRK Position: Q3 2025 in Review

Goepper Burkhardt sold out of Merck (MRK) in Q3 2025, closing a stake of 2,568 shares — an estimated $203K sold.

Goepper Burkhardt first reported a position in MRK in Q4 2020 and held it in 19 quarters. The position peaked at $435K in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Goepper Burkhardt reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Goepper Burkhardt sold 2,568 Merck shares in Q3 2025, an estimated $203K.
  • Goepper Burkhardt first reported a position in Merck in Q4 2020 and held it in 19 quarters.
  • Goepper Burkhardt's Merck position peaked at $435K in Q1 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Goepper Burkhardt's 13F filing for Q3 2025, filed 14 Nov 2025.