Semmax Financial Advisors’s Merck MRK Stock Holding History

Semmax Financial Advisors’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 Q2	$129K	Buy	1,596 +395	+33%	+$31.4K	0.03%	144
2025 Q1	$91.2K	Buy	1,201 +12	+1%	+$1.12K	0.02%	146
2024 Q4	$100K	Buy	1,189 +9	+0.8%	+$928	0.03%	141
2024 Q3	$116K	Sell	1,180 -10	-0.8%	-$1.19K	0.03%	130
2024 Q2	$136K	Buy	1,190 +1,172	+6,511%	+$151K	0.04%	130
2024 Q1	$2.37K	Sell	18 -55	-75%	-$6.78K	﹤0.01%	292
2023 Q4	$9.19K	Buy	73 +36	+97%	+$3.74K	﹤0.01%	216
2023 Q3	$3.81K	Buy	+37	New	+$3.99K	﹤0.01%	245
2020 Q4	–	Sell	-64	Closed	-$5K	–	265
2020 Q3	$5K	Hold	64	–	–	﹤0.01%	173
2020 Q2	$5K	Hold	64	–	–	﹤0.01%	190
2020 Q1	$5K	Hold	64	–	–	﹤0.01%	185
2019 Q4	$6K	Sell	64 -255	-80%	-$20.9K	﹤0.01%	203
2019 Q3	$26K	Buy	319 +228	+251%	+$18.3K	0.02%	135
2019 Q2	$7K	Sell	91 -178	-66%	-$13.6K	﹤0.01%	206
2019 Q1	$21K	Buy	269 +187	+228%	+$14K	0.01%	263
2018 Q4	$6K	Buy	+82	New	+$5.79K	﹤0.01%	347

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Semmax Financial Advisors's MRK Position: Q2 2025 in Review

Semmax Financial Advisors increased its Merck (MRK) stake by 33% in Q2 2025, buying an estimated $31.4K and bringing the position to 1,596 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #144.

Semmax Financial Advisors first reported a position in MRK in Q4 2018 and has held it in 16 quarters since. The position peaked at $136K in Q2 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Semmax Financial Advisors held 1,596 shares of Merck worth $129K as of Q2 2025.
Semmax Financial Advisors bought 395 Merck shares in Q2 2025, an estimated $31.4K.
Merck made up 0.03% of Semmax Financial Advisors's portfolio in Q2 2025, its #144 holding.
Semmax Financial Advisors first reported a position in Merck in Q4 2018 and has held it in 16 quarters since.
Semmax Financial Advisors's Merck position peaked at $136K in Q2 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.