Pinnacle Wealth Management Group’s Merck MRK Stock Holding History

Pinnacle Wealth Management 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
2025 Q1	–	Sell	-2,184	Closed	-$217K	–	118
2024 Q4	$217K	Hold	2,184	–	–	0.14%	108
2024 Q3	$248K	Hold	2,184	–	–	0.16%	102
2024 Q2	$270K	Hold	2,184	–	–	0.18%	87
2024 Q1	$288K	Hold	2,184	–	–	0.21%	84
2023 Q4	$238K	Hold	2,184	–	–	0.2%	86
2023 Q3	$225K	Sell	2,184 -200	-8%	-$21.6K	0.2%	86
2023 Q2	$275K	Sell	2,384 -300	-11%	-$34.1K	0.24%	78
2023 Q1	$286K	Hold	2,684	–	–	0.25%	80
2022 Q4	$298K	Hold	2,684	–	–	0.26%	79
2022 Q3	$231K	Hold	2,684	–	–	0.2%	97
2022 Q2	$245K	Hold	2,684	–	–	0.21%	98
2022 Q1	$220K	Sell	2,684 -1,100	-29%	-$86.7K	0.17%	114
2021 Q4	$290K	Sell	3,784 -1,346	-26%	-$107K	0.22%	100
2021 Q3	$385K	Hold	5,130	–	–	0.29%	81
2021 Q2	$399K	Buy	+5,130	New	+$382K	0.29%	88

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

Pinnacle Wealth Management Group's MRK Position: Q1 2025 in Review

Pinnacle Wealth Management Group sold out of Merck (MRK) in Q1 2025, closing a stake of 2,184 shares — an estimated $217K sold.

Pinnacle Wealth Management Group first reported a position in MRK in Q2 2021 and held it in 15 quarters. The position peaked at $399K in Q2 2021. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Pinnacle Wealth Management Group reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 2,184 Merck shares in Q1 2025, an estimated $217K.
Pinnacle Wealth Management Group first reported a position in Merck in Q2 2021 and held it in 15 quarters.
Pinnacle Wealth Management Group's Merck position peaked at $399K in Q2 2021.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2025, filed 11 Apr 2025.