MFG
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MTM Financial Group’s Merck MRK Stock Holding History

MTM Financial Group’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 		– Sell
-1,937
Closed -$220K – 76
2024
Q3 		$220K Hold
1,937
– – 0.13% 71
2024
Q2 		$240K Hold
1,937
– – 0.15% 64
2024
Q1 		$256K Sell
1,937
-76
-4% -$9.37K 0.17% 57
2023
Q4 		$219K Sell
2,013
-958
-32% -$99.4K 0.16% 52
2023
Q3 		$306K Hold
2,971
– – 0.25% 43
2023
Q2 		$343K Sell
2,971
-406
-12% -$46.1K 0.29% 40
2023
Q1 		$359K Hold
3,377
– – 0.32% 34
2022
Q4 		$375K Hold
3,377
– – 0.33% 35
2022
Q3 		$291K Hold
3,377
– – 0.26% 37
2022
Q2 		$308K Sell
3,377
-12
-0.4% -$1.06K 0.27% 41
2022
Q1 		$278K Buy
+3,389
New +$267K 0.29% 42

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

MTM Financial Group's MRK Position: Q4 2024 in Review

MTM Financial Group sold out of Merck (MRK) in Q4 2024, closing a stake of 1,937 shares — an estimated $220K sold.

MTM Financial Group first reported a position in MRK in Q1 2022 and held it in 11 quarters. The position peaked at $375K in Q4 2022. 3,612 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • MTM Financial Group reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • MTM Financial Group sold 1,937 Merck shares in Q4 2024, an estimated $220K.
  • MTM Financial Group first reported a position in Merck in Q1 2022 and held it in 11 quarters.
  • MTM Financial Group's Merck position peaked at $375K in Q4 2022.
  • 3,612 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on MTM Financial Group's 13F filing for Q4 2024, filed 23 Jun 2026.