W.H. Cornerstone Investments’s Merck MRK Stock Holding History

W.H. Cornerstone Investments’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	-4,476	Closed	-$508K	–	122
2024 Q3	$508K	Buy	4,476 +2,781	+164%	+$330K	0.34%	62
2024 Q2	$210K	Buy	1,695 +25	+1%	+$3.22K	0.15%	119
2024 Q1	$220K	Sell	1,670 -300	-15%	-$37K	0.16%	125
2023 Q4	$215K	Sell	1,970 -1,289	-40%	-$134K	0.17%	122
2023 Q3	$335K	Sell	3,259 -137	-4%	-$14.8K	0.29%	89
2023 Q2	$392K	Buy	3,396 +237	+8%	+$26.9K	0.35%	72
2023 Q1	$336K	Buy	3,159 +907	+40%	+$97.9K	0.31%	85
2022 Q4	$253K	Buy	+2,252	New	+$230K	0.24%	109

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

W.H. Cornerstone Investments's MRK Position: Q4 2024 in Review

W.H. Cornerstone Investments sold out of Merck (MRK) in Q4 2024, closing a stake of 4,476 shares — an estimated $508K sold.

W.H. Cornerstone Investments first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $508K in Q3 2024. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

W.H. Cornerstone Investments reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 4,476 Merck shares in Q4 2024, an estimated $508K.
W.H. Cornerstone Investments first reported a position in Merck in Q4 2022 and held it in 8 quarters.
W.H. Cornerstone Investments's Merck position peaked at $508K in Q3 2024.
3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q4 2024, filed 30 Jan 2025.