TWM
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Torch Wealth Management’s Merck MRK Stock Holding History

Torch 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
2019
Q4 		$2.52M Buy
29,082
+1,104
+4% +$90.7K 1.39% 22
2019
Q3 		$2.25M Buy
27,978
+292
+1% +$23.4K 1.33% 24
2019
Q2 		$2.21M Sell
27,686
-153
-0.5% -$11.7K 1.33% 25
2019
Q1 		$2.21M Buy
27,839
+1,367
+5% +$102K 1.37% 22
2018
Q4 		$1.93M Sell
26,472
-49
-0.2% -$3.46K 1.38% 27
2018
Q3 		$1.79M Buy
26,521
+425
+2% +$27.1K 1.08% 36
2018
Q2 		$1.51M Buy
26,096
+529
+2% +$29.8K 0.95% 40
2018
Q1 		$1.33M Sell
25,567
-781
-3% -$42.2K 0.86% 45
2017
Q4 		$1.42M Sell
26,348
-1,768
-6% -$98K 0.86% 45
2017
Q3 		$1.72M Sell
28,116
-309
-1% -$18.7K 1.13% 31
2017
Q2 		$1.74M Sell
28,425
-258
-0.9% -$15.7K 1.2% 31
2017
Q1 		$1.74M Sell
28,683
-467
-2% -$28.3K 1.16% 32
2016
Q4 		$1.64M Buy
29,150
+4
+0% +$234 1.16% 31
2016
Q3 		$1.74M Buy
29,146
+4
+0% +$234 1.26% 26
2016
Q2 		$1.6M Buy
29,142
+6
+0% +$319 1.17% 31
2016
Q1 		$1.47M Buy
29,136
+4
+0% +$196 1.11% 34
2015
Q4 		$1.47M Buy
29,132
+111
+0.4% +$5.6K 1.07% 31
2015
Q3 		$1.37M Buy
29,021
+45
+0.2% +$2.39K 1.05% 35
2015
Q2 		$1.57M Buy
28,976
+162
+0.6% +$9.09K 1.09% 35
2015
Q1 		$1.58M Buy
28,814
+1,089
+4% +$61.7K 1.22% 31
2014
Q4 		$1.5M Sell
27,725
-348
-1% -$19.4K 1.15% 36
2014
Q3 		$1.59M Sell
28,073
-1,253
-4% -$70.4K 1.16% 33
2014
Q2 		$1.62M Sell
29,326
-153
-0.5% -$8.35K 1.1% 34
2014
Q1 		$1.6M Buy
29,479
+1,995
+7% +$103K 1.16% 29
2013
Q4 		$1.31M Buy
+27,484
New +$1.26M 1% 37

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Torch Wealth Management's MRK Position: Q4 2019 in Review

Torch Wealth Management increased its Merck (MRK) stake by 3.9% in Q4 2019, buying an estimated $90.7K and bringing the position to 29,082 shares worth $2.52M. The position accounts for 1.39% of the portfolio, ranked #22.

Torch Wealth Management first reported a position in MRK in Q4 2013 and has held it in 25 quarters since. 2,537 funds tracked by Wall St. Rank hold MRK as of Q4 2019.

  • Torch Wealth Management held 29,082 shares of Merck worth $2.52M as of Q4 2019.
  • Torch Wealth Management bought 1,104 Merck shares in Q4 2019, an estimated $90.7K.
  • Merck made up 1.39% of Torch Wealth Management's portfolio in Q4 2019, its #22 holding.
  • Torch Wealth Management first reported a position in Merck in Q4 2013 and has held it in 25 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Merck as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.