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Longbow Finance’s Merck MRK Stock Holding History

Longbow Finance’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
Q4 		– Sell
-83,820
Closed -$9.52M – 99
2024
Q3 		$9.52M Buy
83,820
+3,810
+5% +$453K 1.02% 27
2024
Q2 		$9.91M Sell
80,010
-4,654
-5% -$599K 1.02% 23
2024
Q1 		$11.2M Sell
84,664
-101,228
-54% -$12.5M 1.13% 21
2023
Q4 		$20.3M Sell
185,892
-67,437
-27% -$7M 2.06% 12
2023
Q3 		$26.1M Sell
253,329
-676
-0.3% -$72.9K 3.14% 6
2023
Q2 		$29.3M Buy
254,005
+307
+0.1% +$34.9K 3.41% 4
2023
Q1 		$27M Buy
253,698
+116,420
+85% +$12.6M 3.4% 5
2022
Q4 		$15.2M Buy
+137,278
New +$14M 2.05% 16

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Longbow Finance's MRK Position: Q4 2024 in Review

Longbow Finance sold out of Merck (MRK) in Q4 2024, closing a stake of 83,820 shares — an estimated $9.52M sold.

Longbow Finance first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $29.3M in Q2 2023. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Longbow Finance reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Longbow Finance sold 83,820 Merck shares in Q4 2024, an estimated $9.52M.
  • Longbow Finance first reported a position in Merck in Q4 2022 and held it in 8 quarters.
  • Longbow Finance's Merck position peaked at $29.3M in Q2 2023.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Longbow Finance's 13F filing for Q4 2024, filed 4 Feb 2025.