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
2024-03-31 $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

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

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

Top funds holding Merck & Co

Vanguard Group
Wellington Management Company
Bank of America Corporation
Charles Schwab Investment Management
T. Rowe Price Associates
Norges Bank Investment Management
Jpmorgan Chase & Co
Legal & General Group
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Wells Fargo & Company
Royal Bank of Canada
UBS Group
State Farm Mutual Automobile Insurance Company
Fisher Investments

View all funds holding Merck & Co