JMF
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Johnson Midwest Financial’s Merck MRK Stock Holding History

Johnson Midwest Financial’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
2023
Q3 		$19K Buy
185
+1
+0.5% +$108 0.04% 145
2023
Q2 		$21.2K Buy
184
+1
+0.5% +$114 0.02% 142
2023
Q1 		$19.4K Buy
183
+2
+1% +$216 0.03% 150
2022
Q4 		$20K Buy
181
+1
+0.6% +$102 0.07% 138
2022
Q3 		$16 Hold
180
– – 0.06% 155
2022
Q2 		$16K Buy
+180
New +$16K 0.02% 145

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Midwest Financial's MRK Position: Q3 2023 in Review

Johnson Midwest Financial increased its Merck (MRK) stake by 0.54% in Q3 2023, buying an estimated $108 and bringing the position to 185 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #145.

Johnson Midwest Financial first reported a position in MRK in Q2 2022 and has held it in 6 quarters since. The position peaked at $21.2K in Q2 2023. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Johnson Midwest Financial held 185 shares of Merck worth $19K as of Q3 2023.
  • Johnson Midwest Financial bought 1 Merck share in Q3 2023, an estimated $108.
  • Merck made up 0.04% of Johnson Midwest Financial's portfolio in Q3 2023, its #145 holding.
  • Johnson Midwest Financial first reported a position in Merck in Q2 2022 and has held it in 6 quarters since.
  • Johnson Midwest Financial's Merck position peaked at $21.2K in Q2 2023.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.