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HBC Financial Services’s Merck MRK Stock Holding History

HBC Financial Services’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 		$121K Hold
1,225
– – 0.07% 43
2024
Q3 		$128K Buy
1,225
+9
+0.7% +$1.07K 0.08% 43
2024
Q2 		$155K Buy
1,216
+7
+0.6% +$902 0.1% 39
2024
Q1 		$155K Buy
1,209
+15
+1% +$1.85K 0.11% 36
2023
Q4 		$130K Buy
1,194
+9
+0.8% +$934 0.09% 40
2023
Q3 		$122K Hold
1,185
– – 0.09% 37
2023
Q2 		$125K Sell
1,185
-1,173
-50% -$133K 0.09% 40
2023
Q1 		$271K Buy
2,358
+31
+1% +$3.35K 0.2% 24
2022
Q4 		$260K Buy
2,327
+18
+0.8% +$1.84K 0.21% 22
2022
Q3 		$198K Hold
2,309
– – 0.17% 24
2022
Q2 		$214K Sell
2,309
-283
-11% -$25.1K 0.17% 26
2022
Q1 		$219K Buy
2,592
+338
+15% +$26.6K 0.16% 26
2021
Q4 		$172K Hold
2,254
– – 0.11% 31
2021
Q3 		$184K Buy
2,254
+17
+0.8% +$1.29K 0.12% 31
2021
Q2 		$172K Sell
2,237
-87
-4% -$6.47K 0.12% 31
2021
Q1 		$170K Buy
2,324
+36
+2% +$2.66K 0.12% 31
2020
Q4 		$183K Sell
2,288
-138
-6% -$10.6K 0.14% 22
2020
Q3 		$186K Buy
2,426
+50
+2% +$3.92K 0.16% 23
2020
Q2 		$180K Sell
2,376
-382
-14% -$28.8K 0.16% 24
2020
Q1 		$194K Buy
2,758
+13
+0.5% +$1.02K 0.22% 20
2019
Q4 		$234K Buy
+2,745
New +$225K 0.2% 23

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HBC Financial Services's MRK Position: Q4 2024 in Review

HBC Financial Services held its Merck (MRK) position steady in Q4 2024 at 1,225 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #43.

HBC Financial Services first reported a position in MRK in Q4 2019 and has held it in 21 quarters since. The position peaked at $271K in Q1 2023. 3,613 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • HBC Financial Services held 1,225 shares of Merck worth $121K as of Q4 2024.
  • HBC Financial Services left its Merck share count unchanged in Q4 2024.
  • Merck made up 0.07% of HBC Financial Services's portfolio in Q4 2024, its #43 holding.
  • HBC Financial Services first reported a position in Merck in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's Merck position peaked at $271K in Q1 2023.
  • 3,613 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.