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Marcum Wealth’s Merck MRK Stock Holding History

Marcum Wealth’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 		$1.38M Sell
15,414
-2,761
-15% -$258K 0.12% 86
2024
Q4 		$1.81M Sell
18,175
-267
-1% -$27.5K 0.16% 69
2024
Q3 		$2.09M Sell
18,442
-1,112
-6% -$132K 0.19% 56
2024
Q2 		$2.42M Buy
19,554
+492
+3% +$63.4K 0.24% 47
2024
Q1 		$2.52M Sell
19,062
-1,583
-8% -$195K 0.26% 41
2023
Q4 		$2.25M Sell
20,645
-1,336
-6% -$139K 0.24% 43
2023
Q3 		$2.26M Buy
21,981
+105
+0.5% +$11.3K 0.27% 39
2023
Q2 		$2.52M Buy
21,876
+1,229
+6% +$140K 0.3% 33
2023
Q1 		$2.2M Sell
20,647
-2,774
-12% -$299K 0.27% 36
2022
Q4 		$2.6M Sell
23,421
-1,271
-5% -$130K 0.34% 31
2022
Q3 		$2.13M Buy
24,692
+1,627
+7% +$145K 0.32% 31
2022
Q2 		$2.1M Buy
23,065
+1,254
+6% +$111K 0.31% 34
2022
Q1 		$1.79M Buy
21,811
+3,228
+17% +$255K 0.25% 54
2021
Q4 		$1.42M Sell
18,583
-2,077
-10% -$165K 0.2% 72
2021
Q3 		$1.55M Buy
20,660
+421
+2% +$32K 0.24% 56
2021
Q2 		$1.57M Buy
20,239
+135
+0.7% +$10K 0.26% 47
2021
Q1 		$1.48M Buy
20,104
+12,278
+157% +$906K 0.24% 52
2020
Q4 		$611K Buy
7,826
+3,020
+63% +$231K 0.14% 52
2020
Q3 		$380K Sell
4,806
-1,496
-24% -$117K 0.12% 63
2020
Q2 		$465K Buy
6,302
+2,035
+48% +$153K 0.14% 59
2020
Q1 		$313K Buy
4,267
+477
+13% +$37.5K 0.12% 56
2019
Q4 		$329K Buy
+3,790
New +$311K 0.12% 75

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Marcum Wealth's MRK Position: Q1 2025 in Review

Marcum Wealth reduced its Merck (MRK) stake by 15% in Q1 2025, selling an estimated $258K and leaving 15,414 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #86.

Marcum Wealth first reported a position in MRK in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.6M in Q4 2022. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Marcum Wealth held 15,414 shares of Merck worth $1.38M as of Q1 2025.
  • Marcum Wealth sold 2,761 Merck shares in Q1 2025, an estimated $258K.
  • Merck made up 0.12% of Marcum Wealth's portfolio in Q1 2025, its #86 holding.
  • Marcum Wealth first reported a position in Merck in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Merck position peaked at $2.6M in Q4 2022.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.