Great Lakes Retirement’s Merck MRK Stock Holding History

Great Lakes Retirement’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	-21,693	Closed	-$2.18M	–	214
2024 Q4	$2.18M	Buy	21,693 +1,131	+6%	+$117K	0.28%	86
2024 Q3	$2.33M	Buy	20,562 +820	+4%	+$97.4K	0.3%	78
2024 Q2	$2.46M	Buy	19,742 +12,571	+175%	+$1.62M	0.34%	62
2024 Q1	$946K	Buy	7,171 +273	+4%	+$33.6K	0.14%	140
2023 Q4	$752K	Sell	6,898 -8,245	-54%	-$856K	0.12%	146
2023 Q3	$1.56M	Buy	15,143 +1,117	+8%	+$120K	0.28%	71
2023 Q2	$1.62M	Buy	14,026 +115	+0.8%	+$13.1K	0.29%	68
2023 Q1	$1.48M	Buy	13,911 +8,843	+174%	+$955K	0.28%	74
2022 Q4	$566K	Buy	+5,068	New	+$518K	0.14%	108
2020 Q1	$925K	Sell	12,591 -9,387	-43%	-$738K	0.42%	33
2019 Q4	$1.91M	Buy	+21,978	New	+$1.81M	0.59%	30

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Great Lakes Retirement's MRK Position: Q1 2025 in Review

Great Lakes Retirement sold out of Merck (MRK) in Q1 2025, closing a stake of 21,693 shares — an estimated $2.18M sold.

Great Lakes Retirement first reported a position in MRK in Q4 2019 and held it in 11 quarters. The position peaked at $2.46M in Q2 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Great Lakes Retirement reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Great Lakes Retirement sold 21,693 Merck shares in Q1 2025, an estimated $2.18M.
Great Lakes Retirement first reported a position in Merck in Q4 2019 and held it in 11 quarters.
Great Lakes Retirement's Merck position peaked at $2.46M in Q2 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Great Lakes Retirement's 13F filing for Q1 2025, filed 17 Apr 2025.