Wechter Feldman Wealth Management’s Merck MRK Stock Holding History

Wechter Feldman 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
2021 Q2	$760K	Sell	9,773 -469	-5%	-$34.9K	0.53%	14
2021 Q1	$753K	Hold	10,242	–	–	0.56%	14
2020 Q4	$799K	Hold	10,242	–	–	0.59%	14
2020 Q3	$811K	Hold	10,242	–	–	0.64%	15
2020 Q2	$756K	Hold	10,242	–	–	0.69%	16
2020 Q1	$752K	Sell	10,242 -839	-8%	-$65.9K	1.84%	12
2019 Q4	$962K	Sell	11,081 -49	-0.4%	-$4.03K	0.64%	19
2019 Q3	$894K	Hold	11,130	–	–	0.56%	20
2019 Q2	$890K	Hold	11,130	–	–	0.59%	20
2019 Q1	$883K	Hold	11,130	–	–	0.58%	20
2018 Q4	$811K	Hold	11,130	–	–	0.78%	16
2018 Q3	$753K	Hold	11,130	–	–	0.46%	23
2018 Q2	$645K	Hold	11,130	–	–	0.44%	22
2018 Q1	$578K	Hold	11,130	–	–	0.41%	22
2017 Q4	$598K	Hold	11,130	–	–	0.42%	21
2017 Q3	$680K	Sell	11,130 -163	-1%	-$9.88K	0.52%	16
2017 Q2	$691K	Hold	11,293	–	–	0.55%	15
2017 Q1	$685K	Hold	11,293	–	–	0.47%	19
2016 Q4	$634K	Buy	+11,293	New	+$661K	0.42%	22

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wechter Feldman Wealth Management's MRK Position: Q2 2021 in Review

Wechter Feldman Wealth Management reduced its Merck (MRK) stake by 4.6% in Q2 2021, selling an estimated $34.9K and leaving 9,773 shares worth $760K. The position accounts for 0.53% of the portfolio, ranked #14.

Wechter Feldman Wealth Management first reported a position in MRK in Q4 2016 and has held it in 19 quarters since. The position peaked at $962K in Q4 2019. 2,674 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

Wechter Feldman Wealth Management held 9,773 shares of Merck worth $760K as of Q2 2021.
Wechter Feldman Wealth Management sold 469 Merck shares in Q2 2021, an estimated $34.9K.
Merck made up 0.53% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #14 holding.
Wechter Feldman Wealth Management first reported a position in Merck in Q4 2016 and has held it in 19 quarters since.
Wechter Feldman Wealth Management's Merck position peaked at $962K in Q4 2019.
2,674 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.