LWM Advisory Services’s Merck MRK Stock Holding History

LWM Advisory Services’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	-2,171	Closed	-$216K	–	99
2024 Q4	$216K	Sell	2,171 -375	-15%	-$38.7K	0.15%	90
2024 Q3	$289K	Buy	2,546 +442	+21%	+$52.5K	0.21%	78
2024 Q2	$260K	Sell	2,104 -488	-19%	-$62.9K	0.22%	71
2024 Q1	$342K	Sell	2,592 -30	-1%	-$3.7K	0.27%	67
2023 Q4	$286K	Buy	2,622 +31	+1%	+$3.22K	0.25%	65
2023 Q3	$267K	Sell	2,591 -54	-2%	-$5.82K	0.29%	59
2023 Q2	$302K	Sell	2,645 -400	-13%	-$45.4K	0.32%	58
2023 Q1	$326K	Buy	3,045 +2	+0.1%	+$216	0.35%	59
2022 Q4	$337K	Sell	3,043 -2,127	-41%	-$217K	0.37%	55
2022 Q3	$459K	Buy	5,170 +903	+21%	+$80.6K	0.52%	58
2022 Q2	$390K	Buy	4,267 +970	+29%	+$86K	0.47%	66
2022 Q1	$272K	Buy	3,297 +317	+11%	+$25K	0.34%	88
2021 Q4	$228K	Buy	+2,980	New	+$237K	0.28%	98

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

LWM Advisory Services's MRK Position: Q1 2025 in Review

LWM Advisory Services sold out of Merck (MRK) in Q1 2025, closing a stake of 2,171 shares — an estimated $216K sold.

LWM Advisory Services first reported a position in MRK in Q4 2021 and held it in 13 quarters. The position peaked at $459K in Q3 2022. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

LWM Advisory Services reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
LWM Advisory Services sold 2,171 Merck shares in Q1 2025, an estimated $216K.
LWM Advisory Services first reported a position in Merck in Q4 2021 and held it in 13 quarters.
LWM Advisory Services's Merck position peaked at $459K in Q3 2022.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on LWM Advisory Services's 13F filing for Q1 2025, filed 13 May 2025.