SWMG LLC’s Merck MRK Stock Holding History

SWMG LLC’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	-2,843	Closed	-$272K	–	118
2024 Q4	$272K	Buy	2,843 +48	+2%	+$4.95K	0.11%	100
2024 Q3	$275K	Buy	+2,795	New	+$332K	0.11%	99

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

SWMG LLC's MRK Position: Q1 2025 in Review

SWMG LLC sold out of Merck (MRK) in Q1 2025, closing a stake of 2,843 shares — an estimated $272K sold.

SWMG LLC first reported a position in MRK in Q3 2024 and held it in 2 quarters. The position peaked at $275K in Q3 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

SWMG LLC reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
SWMG LLC sold 2,843 Merck shares in Q1 2025, an estimated $272K.
SWMG LLC first reported a position in Merck in Q3 2024 and held it in 2 quarters.
SWMG LLC's Merck position peaked at $275K in Q3 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on SWMG LLC's 13F filing for Q1 2025, filed 28 Apr 2025.