JWM
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Janiczek Wealth Management’s Merck MRK Stock Holding History

Janiczek 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
2024
Q2 		$785K Buy
6,328
+444
+8% +$57.2K 0.16% 55
2024
Q1 		$778K Buy
5,884
+526
+10% +$64.8K 0.17% 56
2023
Q4 		$585K Sell
5,358
-152
-3% -$15.8K 0.14% 65
2023
Q3 		$568K Buy
5,510
+1,239
+29% +$134K 0.15% 57
2023
Q2 		$494K Buy
4,271
+173
+4% +$19.6K 0.14% 57
2023
Q1 		$473K Buy
4,098
+70
+2% +$7.56K 0.13% 54
2022
Q4 		$450K Buy
4,028
+267
+7% +$27.3K 0.13% 56
2022
Q3 		$340K Sell
3,761
-60
-2% -$5.36K 0.11% 61
2022
Q2 		$341K Buy
3,821
+1,137
+42% +$101K 0.1% 64
2022
Q1 		$220K Buy
2,684
+318
+13% +$25.1K 0.06% 105
2021
Q4 		$181K Sell
2,366
-82
-3% -$6.53K 0.05% 118
2021
Q3 		$184K Buy
2,448
+223
+10% +$17K 0.07% 98
2021
Q2 		$173K Sell
2,225
-300
-12% -$22.3K 0.06% 98
2021
Q1 		$186K Buy
2,525
+386
+18% +$28.5K 0.07% 75
2020
Q4 		$167K Buy
2,139
+382
+22% +$29.2K 0.08% 69
2020
Q3 		$139K Buy
1,757
+267
+18% +$20.9K 0.07% 55
2020
Q2 		$110K Buy
+1,490
New +$112K 0.06% 54
2019
Q3 		– Sell
-341
Closed -$27K – 187
2019
Q2 		$27K Buy
+341
New +$26.1K 0.01% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janiczek Wealth Management's MRK Position: Q2 2024 in Review

Janiczek Wealth Management increased its Merck (MRK) stake by 7.5% in Q2 2024, buying an estimated $57.2K and bringing the position to 6,328 shares worth $785K. The position accounts for 0.16% of the portfolio, ranked #55.

Janiczek Wealth Management first reported a position in MRK in Q2 2019 and has held it in 18 quarters since. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

  • Janiczek Wealth Management held 6,328 shares of Merck worth $785K as of Q2 2024.
  • Janiczek Wealth Management bought 444 Merck shares in Q2 2024, an estimated $57.2K.
  • Merck made up 0.16% of Janiczek Wealth Management's portfolio in Q2 2024, its #55 holding.
  • Janiczek Wealth Management first reported a position in Merck in Q2 2019 and has held it in 18 quarters since.
  • 3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.