MWM
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Madison Wealth Management’s Merck MRK Stock Holding History

Madison 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
2023
Q3 		$1.51M Buy
14,714
+562
+4% +$60.6K 0.32% 82
2023
Q2 		$1.63M Buy
14,152
+436
+3% +$49.5K 0.33% 81
2023
Q1 		$1.46M Buy
13,716
+170
+1% +$18.4K 0.32% 82
2022
Q4 		$1.5M Buy
13,546
+126
+0.9% +$12.9K 0.34% 79
2022
Q3 		$1.16M Buy
13,420
+139
+1% +$12.4K 0.28% 80
2022
Q2 		$1.21M Sell
13,281
-521
-4% -$46.2K 0.29% 77
2022
Q1 		$1.13M Sell
13,802
-232
-2% -$18.3K 0.24% 85
2021
Q4 		$1.08M Buy
14,034
+78
+0.6% +$6.21K 0.22% 85
2021
Q3 		$1.05M Buy
13,956
+112
+0.8% +$8.52K 0.23% 85
2021
Q2 		$1.08M Sell
13,844
-590
-4% -$43.9K 0.24% 83
2021
Q1 		$1.06M Buy
14,434
+95
+0.7% +$7.01K 0.26% 84
2020
Q4 		$1.12M Buy
14,339
+891
+7% +$68.1K 0.3% 74
2020
Q3 		$1.06M Buy
13,448
+134
+1% +$10.5K 0.32% 65
2020
Q2 		$982K Buy
13,314
+2,387
+22% +$180K 0.32% 65
2020
Q1 		$802K Sell
10,927
-409
-4% -$32.1K 0.32% 64
2019
Q4 		$984K Buy
+11,336
New +$931K 0.28% 72

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Madison Wealth Management's MRK Position: Q3 2023 in Review

Madison Wealth Management increased its Merck (MRK) stake by 4% in Q3 2023, buying an estimated $60.6K and bringing the position to 14,714 shares worth $1.51M. The position accounts for 0.32% of the portfolio, ranked #82.

Madison Wealth Management first reported a position in MRK in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.63M in Q2 2023. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Madison Wealth Management held 14,714 shares of Merck worth $1.51M as of Q3 2023.
  • Madison Wealth Management bought 562 Merck shares in Q3 2023, an estimated $60.6K.
  • Merck made up 0.32% of Madison Wealth Management's portfolio in Q3 2023, its #82 holding.
  • Madison Wealth Management first reported a position in Merck in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Merck position peaked at $1.63M in Q2 2023.
  • 3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.