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Wambolt & Associates’s Merck MRK Stock Holding History

Wambolt & Associates’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 		$257K Buy
+3,146
New +$250K 0.09% 159
2025
Q1 		– Sell
-2,367
Closed -$235K – 178
2024
Q4 		$235K Sell
2,367
-1,305
-36% -$135K 0.08% 171
2024
Q3 		$421K Hold
3,672
– – 0.12% 133
2024
Q2 		$470K Sell
3,672
-190
-5% -$24.5K 0.14% 132
2024
Q1 		$506K Sell
3,862
-1,472
-28% -$181K 0.15% 138
2023
Q4 		$582K Sell
5,334
-258
-5% -$26.8K 0.19% 151
2023
Q3 		$573K Buy
5,592
+720
+15% +$77.6K 0.21% 149
2023
Q2 		$562K Buy
4,872
+492
+11% +$55.9K 0.2% 150
2023
Q1 		$477K Sell
4,380
-27
-0.6% -$2.92K 0.17% 167
2022
Q4 		$489K Sell
4,407
-92
-2% -$9.4K 0.19% 154
2022
Q3 		$387K Sell
4,499
-45
-1% -$4.02K 0.16% 165
2022
Q2 		$414K Sell
4,544
-11
-0.2% -$975 0.17% 165
2022
Q1 		$380K Buy
4,555
+73
+2% +$5.75K 0.14% 172
2021
Q4 		$344K Buy
4,482
+1
+0% +$80 0.12% 188
2021
Q3 		$365K Sell
4,481
-221
-5% -$16.8K 0.15% 170
2021
Q2 		$367K Buy
4,702
+662
+16% +$49.2K 0.16% 173
2021
Q1 		$297K Sell
4,040
-693
-15% -$51.1K 0.15% 179
2020
Q4 		$369K Buy
4,733
+9
+0.2% +$688 0.22% 148
2020
Q3 		$374K Sell
4,724
-79
-2% -$6.19K 0.28% 126
2020
Q2 		$354K Buy
4,803
+708
+17% +$53.3K 0.28% 131
2020
Q1 		$301K Buy
4,095
+804
+24% +$63.2K 0.31% 114
2019
Q4 		$286K Buy
+3,291
New +$270K 0.22% 136

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wambolt & Associates's MRK Position: Q2 2025 in Review

Wambolt & Associates opened a new position in Merck (MRK) in Q2 2025: 3,146 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #159 among its holdings. This is a return to the name: Wambolt & Associates previously reported a position in MRK as recently as Q4 2024.

Wambolt & Associates first reported a position in MRK in Q4 2019 and has held it in 22 quarters since. The position peaked at $582K in Q4 2023. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Wambolt & Associates held 3,146 shares of Merck worth $257K as of Q2 2025.
  • Merck was a new Wambolt & Associates position in Q2 2025.
  • Merck made up 0.09% of Wambolt & Associates's portfolio in Q2 2025, its #159 holding.
  • Wambolt & Associates first reported a position in Merck in Q4 2019 and has held it in 22 quarters since.
  • Wambolt & Associates's Merck position peaked at $582K in Q4 2023.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.