Long Island Wealth Management’s Merck MRK Stock Holding History

Long Island 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 Q1	–	Sell	-556	Closed	-$61K	–	278
2023 Q4	$61K	Buy	+556	New	+$57.7K	0.04%	124

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Long Island Wealth Management's MRK Position: Q1 2024 in Review

Long Island Wealth Management sold out of Merck (MRK) in Q1 2024, closing a stake of 556 shares — an estimated $61K sold.

Long Island Wealth Management first reported a position in MRK in Q4 2023 and held it in 1 quarter. The position peaked at $61K in Q4 2023. 3,536 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

Long Island Wealth Management reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 556 Merck shares in Q1 2024, an estimated $61K.
Long Island Wealth Management first reported a position in Merck in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Merck position peaked at $61K in Q4 2023.
3,536 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.