XWM
MRK icon

Xcel Wealth Management’s Merck MRK Stock Holding History

Xcel 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
2022
Q1 		– Sell
-5,541
Closed -$425K – 142
2021
Q4 		$425K Sell
5,541
-13,335
-71% -$1.06M 0.11% 111
2021
Q3 		$1.42M Buy
18,876
+3,450
+22% +$262K 0.41% 63
2021
Q2 		$1.2M Sell
15,426
-2,329
-13% -$173K 0.36% 59
2021
Q1 		$1.31M Buy
17,755
+9,196
+107% +$678K 0.47% 52
2020
Q4 		$668K Buy
8,559
+5,862
+217% +$448K 0.29% 69
2020
Q3 		$213K Buy
+2,697
New +$211K 0.11% 104

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Xcel Wealth Management's MRK Position: Q1 2022 in Review

Xcel Wealth Management sold out of Merck (MRK) in Q1 2022, closing a stake of 5,541 shares — an estimated $425K sold.

Xcel Wealth Management first reported a position in MRK in Q3 2020 and held it in 6 quarters. The position peaked at $1.42M in Q3 2021. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Xcel Wealth Management reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 5,541 Merck shares in Q1 2022, an estimated $425K.
  • Xcel Wealth Management first reported a position in Merck in Q3 2020 and held it in 6 quarters.
  • Xcel Wealth Management's Merck position peaked at $1.42M in Q3 2021.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Xcel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.