Long Run Wealth Advisors’s Merck MRK Stock Holding History

Long Run Wealth Advisors’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	-36,765	Closed	-$3.66M	–	106
2024 Q4	$3.66M	Buy	36,765 +5,134	+16%	+$529K	0.88%	34
2024 Q3	$3.59M	Buy	31,631 +4,027	+15%	+$478K	0.85%	38
2024 Q2	$3.42M	Buy	27,604 +201	+0.7%	+$25.9K	0.87%	35
2024 Q1	$3.62M	Buy	27,403 +874	+3%	+$108K	0.95%	31
2023 Q4	$2.89M	Buy	26,529 +2,535	+11%	+$263K	0.84%	35
2023 Q3	$2.47M	Buy	23,994 +1,135	+5%	+$122K	0.8%	35
2023 Q2	$2.64M	Buy	22,859 +369	+2%	+$41.9K	0.84%	29
2023 Q1	$2.39M	Sell	22,490 -983	-4%	-$106K	0.81%	31
2022 Q4	$2.6M	Buy	23,473 +249	+1%	+$25.5K	0.94%	32
2022 Q3	$2M	Sell	23,224 -1,707	-7%	-$152K	0.79%	36
2022 Q2	$2.27M	Sell	24,931 -822	-3%	-$72.9K	0.88%	33
2022 Q1	$2.11M	Buy	25,753 +755	+3%	+$59.5K	0.74%	37
2021 Q4	$1.91M	Buy	+24,998	New	+$1.99M	0.66%	38

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Long Run Wealth Advisors's MRK Position: Q1 2025 in Review

Long Run Wealth Advisors sold out of Merck (MRK) in Q1 2025, closing a stake of 36,765 shares — an estimated $3.66M sold.

Long Run Wealth Advisors first reported a position in MRK in Q4 2021 and held it in 13 quarters. The position peaked at $3.66M in Q4 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Long Run Wealth Advisors reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Long Run Wealth Advisors sold 36,765 Merck shares in Q1 2025, an estimated $3.66M.
Long Run Wealth Advisors first reported a position in Merck in Q4 2021 and held it in 13 quarters.
Long Run Wealth Advisors's Merck position peaked at $3.66M in Q4 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Long Run Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.