LWM
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Laidlaw Wealth Management’s Merck MRK Stock Holding History

Laidlaw 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
Q1 		– Sell
-4,112
Closed -$409K – 119
2024
Q4 		$409K Sell
4,112
-3,136
-43% -$323K 0.18% 125
2024
Q3 		$823K Buy
7,248
+867
+14% +$103K 0.41% 68
2024
Q2 		$790K Buy
6,381
+1,625
+34% +$209K 0.43% 63
2024
Q1 		$628K Sell
4,756
-5,873
-55% -$724K 0.35% 89
2023
Q4 		$1.16M Sell
10,629
-2,319
-18% -$241K 0.42% 73
2023
Q3 		$1.33M Sell
12,948
-15,549
-55% -$1.68M 0.44% 67
2023
Q2 		$3.29M Buy
28,497
+444
+2% +$50.4K 0.64% 38
2023
Q1 		$2.98M Sell
28,053
-5,134
-15% -$554K 0.61% 39
2022
Q4 		$3.68M Sell
33,187
-79
-0.2% -$8.07K 0.79% 25
2022
Q3 		$2.87M Buy
33,266
+2,582
+8% +$230K 0.67% 37
2022
Q2 		$2.8M Buy
30,684
+3,505
+13% +$311K 0.57% 45
2022
Q1 		$2.23M Buy
27,179
+4,106
+18% +$324K 0.37% 68
2021
Q4 		$1.77M Sell
23,073
-2,686
-10% -$214K 0.28% 97
2021
Q3 		$1.94M Buy
25,759
+2,396
+10% +$182K 0.5% 56
2021
Q2 		$1.82M Sell
23,363
-449
-2% -$33.4K 0.47% 58
2021
Q1 		$1.75M Buy
23,812
+2,409
+11% +$178K 0.6% 47
2020
Q4 		$1.67M Buy
21,403
+10,586
+98% +$810K 0.35% 77
2020
Q3 		$856K Buy
10,817
+1,635
+18% +$128K 0.38% 77
2020
Q2 		$677K Buy
9,182
+735
+9% +$55.3K 0.35% 79
2020
Q1 		$620K Sell
8,447
-213
-2% -$16.7K 0.41% 73
2019
Q4 		$751K Buy
+8,660
New +$711K 0.47% 71

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Laidlaw Wealth Management's MRK Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Merck (MRK) in Q1 2025, closing a stake of 4,112 shares — an estimated $409K sold.

Laidlaw Wealth Management first reported a position in MRK in Q4 2019 and held it in 21 quarters. The position peaked at $3.68M in Q4 2022. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,112 Merck shares in Q1 2025, an estimated $409K.
  • Laidlaw Wealth Management first reported a position in Merck in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Merck position peaked at $3.68M in Q4 2022.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.