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Maxwell Wealth Strategies’s Merck MRK Stock Holding History

Maxwell Wealth Strategies’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 		$2.12M Sell
21,295
-3,984
-16% -$411K 0.86% 33
2024
Q3 		$2.57M Buy
25,279
+4,702
+23% +$559K 1.09% 28
2024
Q2 		$2.55M Sell
20,577
-68
-0.3% -$8.76K 1.25% 26
2024
Q1 		$2.57M Buy
20,645
+2,777
+16% +$342K 1.3% 25
2023
Q4 		$1.95M Buy
+17,868
New +$1.85M 1.27% 31

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

Maxwell Wealth Strategies's MRK Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Merck (MRK) stake by 16% in Q4 2024, selling an estimated $411K and leaving 21,295 shares worth $2.12M. The position accounts for 0.86% of the portfolio, ranked #33.

Maxwell Wealth Strategies first reported a position in MRK in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.57M in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Maxwell Wealth Strategies held 21,295 shares of Merck worth $2.12M as of Q4 2024.
  • Maxwell Wealth Strategies sold 3,984 Merck shares in Q4 2024, an estimated $411K.
  • Merck made up 0.86% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #33 holding.
  • Maxwell Wealth Strategies first reported a position in Merck in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Merck position peaked at $2.57M in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.