Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Merck & Co shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Merck & Co

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All positions including Merck & Co held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $28M 278k 99.48
2024-09-30 $35M 308k 113.56
2024-06-30 $33M 269k 123.80
2024-03-31 $32M 244k 131.95
2023-09-30 $19M 183k 102.95
2023-06-30 $17M 151k 115.39
2023-03-31 $16M 149k 106.39
2022-12-31 $16M 142k 110.95
2022-09-30 $12M 139k 86.12
2022-06-30 $12M 135k 91.17
2022-03-31 $8.8M 108k 82.05
2021-12-31 $6.4M 84k 76.64
2021-09-30 $4.8M 64k 75.05
2021-06-30 $4.1M 53k 77.64
2021-03-31 $3.7M 48k 77.08
2020-12-31 $3.6M 45k 81.80
2020-09-30 $3.4M 41k 82.96
2020-06-30 $3.2M 42k 77.32
2020-03-31 $314k 4.1k 76.75
2019-12-31 $366k 4.0k 91.02
2019-09-30 $306k 3.6k 84.18
2019-06-30 $257k 3.1k 83.80
2019-03-31 $243k 2.9k 83.30
2018-12-31 $238k 3.1k 76.48
2018-09-30 $214k 3.0k 71.05
2018-06-30 $231k 3.8k 60.61
2017-03-31 $397k 6.3k 63.46
2016-12-31 $879k 15k 58.85
2016-09-30 $769k 12k 62.45
2016-06-30 $696k 12k 57.61
2016-03-31 $637k 12k 52.92
2015-12-31 $667k 13k 52.79
2015-09-30 $576k 12k 49.43
2015-06-30 $514k 9.0k 56.96
2015-03-31 $392k 6.8k 57.49
2014-12-31 $271k 4.8k 56.84

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American Centy Etf Tr Us Eqt Etf (AVUS)
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
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Ishares Tr A Rate Cp Bd Etf (QLTA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
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Apple (AAPL)
Alps Etf Tr Smith Core Plus (SMTH)
NVIDIA Corporation (NVDA)
Victory Portfolios Ii Core Intrmediate (UBND)
Visa Com Cl A (V)
Amazon (AMZN)
Applovin Corp Com Cl A (APP)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Merck & Co

Vanguard Group
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Morgan Stanley
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management
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View all funds holding Merck & Co