HWM
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Hemington Wealth Management’s Merck MRK Stock Holding History

Hemington Wealth Management’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 		$281K Buy
3,358
+239
+8% +$19.7K 0.04% 112
2025
Q2 		$246K Sell
3,119
-745
-19% -$59.2K 0.04% 111
2025
Q1 		$346K Sell
3,864
-186
-5% -$17.4K 0.05% 89
2024
Q4 		$402K Buy
4,050
+125
+3% +$12.9K 0.1% 85
2024
Q3 		$401K Sell
3,925
-773
-16% -$91.8K 0.11% 82
2024
Q2 		$581K Buy
4,698
+86
+2% +$11.1K 0.2% 62
2024
Q1 		$609K Sell
4,612
-98
-2% -$12.1K 0.22% 60
2023
Q4 		$513K Buy
4,710
+1,005
+27% +$104K 0.2% 63
2023
Q3 		$381K Sell
3,705
-320
-8% -$34.5K 0.18% 66
2023
Q2 		$464K Sell
4,025
-216
-5% -$24.5K 0.19% 61
2023
Q1 		$451K Sell
4,241
-167
-4% -$18K 0.18% 61
2022
Q4 		$489K Sell
4,408
-386
-8% -$39.5K 0.21% 51
2022
Q3 		$413K Buy
4,794
+756
+19% +$67.5K 0.18% 58
2022
Q2 		$368K Sell
4,038
-8,040
-67% -$713K 0.15% 71
2022
Q1 		$991K Buy
12,078
+693
+6% +$54.6K 0.33% 39
2021
Q4 		$931K Sell
11,385
-728
-6% -$58K 0.43% 28
2021
Q3 		$910K Sell
12,113
-89
-0.7% -$6.77K 0.34% 35
2021
Q2 		$949K Sell
12,202
-860
-7% -$64K 0.4% 34
2021
Q1 		$961K Buy
13,062
+1,131
+9% +$83.4K 0.41% 32
2020
Q4 		$931K Buy
+11,931
New +$912K 0.43% 28

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

Hemington Wealth Management's MRK Position: Q3 2025 in Review

Hemington Wealth Management increased its Merck (MRK) stake by 7.7% in Q3 2025, buying an estimated $19.7K and bringing the position to 3,358 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #112.

Hemington Wealth Management first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. The position peaked at $991K in Q1 2022. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Hemington Wealth Management held 3,358 shares of Merck worth $281K as of Q3 2025.
  • Hemington Wealth Management bought 239 Merck shares in Q3 2025, an estimated $19.7K.
  • Merck made up 0.04% of Hemington Wealth Management's portfolio in Q3 2025, its #112 holding.
  • Hemington Wealth Management first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's Merck position peaked at $991K in Q1 2022.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.