MWM
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Merriman Wealth Management’s Merck MRK Stock Holding History

Merriman 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
2024
Q4 		$527K Buy
5,262
+384
+8% +$39.6K 0.02% 129
2024
Q3 		$557K Buy
4,878
+195
+4% +$23.2K 0.02% 142
2024
Q2 		$583K Buy
4,683
+77
+2% +$9.92K 0.03% 131
2024
Q1 		$611K Buy
4,606
+374
+9% +$46.1K 0.03% 123
2023
Q4 		$464K Buy
4,232
+127
+3% +$13.2K 0.02% 134
2023
Q3 		$426K Sell
4,105
-75
-2% -$8.08K 0.02% 127
2023
Q2 		$485K Buy
4,180
+62
+2% +$7.04K 0.02% 145
2023
Q1 		$441K Buy
4,118
+458
+13% +$49.4K 0.02% 140
2022
Q4 		$409K Sell
3,660
-2,047
-36% -$209K 0.02% 151
2022
Q3 		$495K Buy
5,707
+2,644
+86% +$236K 0.03% 102
2022
Q2 		$281K Sell
3,063
-232
-7% -$20.6K 0.02% 131
2022
Q1 		$270K Buy
3,295
+10
+0.3% +$788 0.02% 175
2021
Q4 		$252K Sell
3,285
-299
-8% -$23.8K 0.02% 190
2021
Q3 		$269K Buy
3,584
+56
+2% +$4.26K 0.02% 171
2021
Q2 		$274K Buy
3,528
+215
+6% +$16K 0.02% 191
2021
Q1 		$244K Buy
3,313
+35
+1% +$2.58K 0.03% 169
2020
Q4 		$256K Buy
3,278
+51
+2% +$3.9K 0.03% 182
2020
Q3 		$255K Hold
3,227
– – 0.04% 145
2020
Q2 		$238K Sell
3,227
-745
-19% -$56.1K 0.04% 145
2020
Q1 		$292K Buy
3,972
+183
+5% +$14.4K 0.06% 119
2019
Q4 		$329K Buy
3,789
+32
+0.9% +$2.63K 0.06% 145
2019
Q3 		$302K Sell
3,757
-156
-4% -$12.5K 0.06% 142
2019
Q2 		$316K Sell
3,913
-7
-0.2% -$536 0.06% 146
2019
Q1 		$311K Buy
3,920
+158
+4% +$11.8K 0.06% 161
2018
Q4 		$274K Sell
3,762
-245
-6% -$17.3K 0.06% 131
2018
Q3 		$271K Sell
4,007
-487
-11% -$31K 0.06% 149
2018
Q2 		$260K Sell
4,494
-594
-12% -$33.5K 0.06% 145
2018
Q1 		$264K Sell
5,088
-1,739
-25% -$93.9K 0.07% 160
2017
Q4 		$367K Buy
6,827
+2,306
+51% +$128K 0.09% 134
2017
Q3 		$276K Buy
+4,521
New +$274K 0.07% 132

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Merriman Wealth Management's MRK Position: Q4 2024 in Review

Merriman Wealth Management increased its Merck (MRK) stake by 7.9% in Q4 2024, buying an estimated $39.6K and bringing the position to 5,262 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #129.

Merriman Wealth Management first reported a position in MRK in Q3 2017 and has held it in 30 quarters since. The position peaked at $611K in Q1 2024. 3,613 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Merriman Wealth Management held 5,262 shares of Merck worth $527K as of Q4 2024.
  • Merriman Wealth Management bought 384 Merck shares in Q4 2024, an estimated $39.6K.
  • Merck made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #129 holding.
  • Merriman Wealth Management first reported a position in Merck in Q3 2017 and has held it in 30 quarters since.
  • Merriman Wealth Management's Merck position peaked at $611K in Q1 2024.
  • 3,613 funds tracked by Wall St. Rank held Merck as of Q4 2024.

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