Levy Wealth Management Group’s Merck MRK Stock Holding History

Levy Wealth Management Group’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	$2.12M	Buy	17,165 +1,721	+11%	+$222K	0.54%	21
2024 Q1	$1.68M	Hold	15,444	–	–	0.47%	26
2023 Q4	$1.68M	Sell	15,444 -122	-0.8%	-$12.7K	0.47%	26
2023 Q3	$1.6M	Buy	15,566 +9	+0.1%	+$970	0.5%	28
2023 Q2	$1.8M	Buy	15,557 +9	+0.1%	+$1.02K	0.53%	28
2023 Q1	$1.65M	Buy	15,548 +9	+0.1%	+$972	0.51%	31
2022 Q4	$1.72M	Buy	15,539 +11	+0.1%	+$1.12K	0.58%	28
2022 Q3	$1.34M	Buy	15,528 +938	+6%	+$83.7K	0.58%	27
2022 Q2	$1.33M	Buy	14,590 +162	+1%	+$14.4K	0.61%	25
2022 Q1	$1.18M	Buy	14,428 +68	+0.5%	+$5.36K	0.49%	26
2021 Q4	$1.1M	Buy	14,360 +61	+0.4%	+$4.86K	0.5%	26
2021 Q3	$1.07M	Buy	14,299 +7	+0%	+$532	0.59%	24
2021 Q2	$1.11M	Sell	14,292 -679	-5%	-$50.5K	0.64%	24
2021 Q1	$1.1M	Sell	14,971 -20	-0.1%	-$1.48K	0.72%	22
2020 Q4	$1.17M	Buy	+14,991	New	+$1.15M	0.83%	18

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return