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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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 |
|---|---|---|---|
| 2025-09-30 | $562k | 6.7k | 83.93 |
| 2025-06-30 | $881k | 11k | 79.16 |
| 2025-03-31 | $25M | 278k | 89.76 |
| 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 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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