McBroom & Associates’s Merck MRK Stock Holding History

McBroom & Associates’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	-3,770	Closed	-$375K	–	38
2024 Q4	$375K	Sell	3,770 -1,602	-30%	-$165K	0.21%	33
2024 Q3	$610K	Buy	5,372 +455	+9%	+$54.1K	0.37%	30
2024 Q2	$609K	Buy	4,917 +1,112	+29%	+$143K	0.38%	27
2024 Q1	$502K	Buy	3,805 +1,034	+37%	+$127K	0.33%	30
2023 Q4	$302K	Buy	2,771 +399	+17%	+$41.4K	0.22%	31
2023 Q3	$244K	Buy	2,372 +367	+18%	+$39.6K	0.19%	35
2023 Q2	$231K	Buy	+2,005	New	+$228K	0.18%	36

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

McBroom & Associates's MRK Position: Q1 2025 in Review

McBroom & Associates sold out of Merck (MRK) in Q1 2025, closing a stake of 3,770 shares — an estimated $375K sold.

McBroom & Associates first reported a position in MRK in Q2 2023 and held it in 7 quarters. The position peaked at $610K in Q3 2024. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

McBroom & Associates reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
McBroom & Associates sold 3,770 Merck shares in Q1 2025, an estimated $375K.
McBroom & Associates first reported a position in Merck in Q2 2023 and held it in 7 quarters.
McBroom & Associates's Merck position peaked at $610K in Q3 2024.
3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on McBroom & Associates's 13F filing for Q1 2025, filed 17 Apr 2025.