WCM Investment Management
MRK icon

WCM Investment Management’s Merck MRK Stock Holding History

WCM Investment 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
2024
Q4 		– Sell
-13,664
Closed -$1.55M – 312
2024
Q3 		$1.55M Buy
13,664
+10,482
+329% +$1.25M ﹤0.01% 226
2024
Q2 		$413K Buy
3,182
+993
+45% +$128K ﹤0.01% 237
2024
Q1 		$289K Buy
2,189
+173
+9% +$21.3K ﹤0.01% 225
2023
Q4 		$219K Buy
+2,016
New +$209K ﹤0.01% 235

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WCM Investment Management's MRK Position: Q4 2024 in Review

WCM Investment Management sold out of Merck (MRK) in Q4 2024, closing a stake of 13,664 shares — an estimated $1.55M sold.

WCM Investment Management first reported a position in MRK in Q4 2023 and held it in 4 quarters. The position peaked at $1.55M in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • WCM Investment Management reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • WCM Investment Management sold 13,664 Merck shares in Q4 2024, an estimated $1.55M.
  • WCM Investment Management first reported a position in Merck in Q4 2023 and held it in 4 quarters.
  • WCM Investment Management's Merck position peaked at $1.55M in Q3 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.