Iron Horse Wealth Management’s Merck MRK Stock Holding History

Iron Horse 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 Q2	$77.7K	Hold	982	–	–	0.02%	108
2025 Q1	$88.1K	Buy	982 +481	+96%	+$44.9K	0.03%	84
2024 Q4	$49.8K	Hold	501	–	–	0.02%	116
2024 Q3	$56.9K	Buy	501 +80	+19%	+$9.5K	0.02%	102
2024 Q2	$52.1K	Hold	421	–	–	0.02%	100
2024 Q1	$55.6K	Hold	421	–	–	0.02%	83
2023 Q4	$45.9K	Hold	421	–	–	0.02%	84
2023 Q3	$43.3K	Buy	421 +64	+18%	+$6.9K	0.02%	83
2023 Q2	$41.2K	Hold	357	–	–	0.02%	81
2023 Q1	$38K	Sell	357 -190	-35%	-$20.5K	0.02%	81
2022 Q4	$61K	Buy	547 +25	+5%	+$2.56K	0.03%	71
2022 Q3	$45K	Sell	522 -25	-5%	-$2.23K	0.06%	44
2022 Q2	$50K	Hold	547	–	–	0.03%	67
2022 Q1	$45K	Buy	547 +441	+416%	+$34.8K	0.02%	74
2021 Q4	$8K	Sell	106 -32	-23%	-$2.55K	﹤0.01%	128
2021 Q3	$10K	Hold	138	–	–	0.01%	110
2021 Q2	$11K	Sell	138 -7	-5%	-$521	0.01%	112
2021 Q1	$11K	Buy	145 +119	+458%	+$8.78K	0.01%	105
2020 Q4	$2K	Buy	+26	New	+$1.99K	﹤0.01%	148

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Iron Horse Wealth Management's MRK Position: Q2 2025 in Review

Iron Horse Wealth Management held its Merck (MRK) position steady in Q2 2025 at 982 shares worth $77.7K. The position accounts for 0.02% of the portfolio, ranked #108.

Iron Horse Wealth Management first reported a position in MRK in Q4 2020 and has held it in 19 quarters since. The position peaked at $88.1K in Q1 2025. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Iron Horse Wealth Management held 982 shares of Merck worth $77.7K as of Q2 2025.
Iron Horse Wealth Management left its Merck share count unchanged in Q2 2025.
Merck made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #108 holding.
Iron Horse Wealth Management first reported a position in Merck in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Merck position peaked at $88.1K in Q1 2025.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.