AWM
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Apollon Wealth Management’s Merck MRK Stock Holding History

Apollon 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
2026
Q2 		$12.3M Buy
96,041
+3,301
+4% +$386K 0.15% 133
2026
Q1 		$11.2M Buy
92,740
+2,665
+3% +$308K 0.18% 116
2025
Q4 		$9.48M Buy
90,075
+791
+0.9% +$74.3K 0.16% 120
2025
Q3 		$7.49M Sell
89,284
-1,203
-1% -$99.1K 0.13% 146
2025
Q2 		$7.16M Sell
90,487
-2,160
-2% -$172K 0.14% 138
2025
Q1 		$8.32M Sell
92,647
-5,068
-5% -$473K 0.18% 112
2024
Q4 		$9.72M Sell
97,715
-1,574
-2% -$162K 0.22% 83
2024
Q3 		$11.3M Sell
99,289
-5,538
-5% -$658K 0.32% 62
2024
Q2 		$13M Buy
104,827
+3,625
+4% +$467K 0.4% 49
2024
Q1 		$13.4M Buy
101,202
+2,787
+3% +$344K 0.42% 48
2023
Q4 		$10.7M Buy
98,415
+22,991
+30% +$2.39M 0.37% 52
2023
Q3 		$7.76M Buy
75,424
+437
+0.6% +$47.1K 0.39% 54
2023
Q2 		$8.65M Buy
74,987
+252
+0.3% +$28.6K 0.42% 46
2023
Q1 		$7.95M Buy
74,735
+3,041
+4% +$328K 0.49% 37
2022
Q4 		$7.95M Buy
71,694
+9,195
+15% +$940K 0.56% 27
2022
Q3 		$5.38M Buy
62,499
+2,585
+4% +$231K 0.44% 42
2022
Q2 		$5.46M Buy
59,914
+595
+1% +$52.7K 0.45% 38
2022
Q1 		$4.87M Sell
59,319
-1,530
-3% -$121K 0.35% 58
2021
Q4 		$4.66M Buy
60,849
+21,613
+55% +$1.72M 0.35% 59
2021
Q3 		$2.95M Buy
39,236
+20,738
+112% +$1.58M 0.4% 46
2021
Q2 		$1.44M Sell
18,498
-1,824
-9% -$136K 0.26% 76
2021
Q1 		$1.5M Buy
20,322
+14,839
+271% +$1.09M 0.29% 69
2020
Q4 		$428K Sell
5,483
-5,110
-48% -$391K 0.12% 132
2020
Q3 		$838K Buy
10,593
+3,025
+40% +$237K 0.38% 66
2020
Q2 		$558K Buy
7,568
+3,237
+75% +$244K 0.31% 51
2020
Q1 		$318K Sell
4,331
-157
-3% -$12.3K 0.33% 43
2019
Q4 		$383K Sell
4,488
-70
-2% -$5.75K 0.34% 42
2019
Q3 		$366K Sell
4,558
-378
-8% -$30.3K 0.38% 41
2019
Q2 		$395K Buy
4,936
+80
+2% +$6.13K 0.45% 33
2019
Q1 		$385K Sell
4,856
-84
-2% -$6.28K 0.51% 34
2018
Q4 		$351K Buy
+4,940
New +$349K 0.32% 34

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Apollon Wealth Management's MRK Position: Q2 2026 in Review

Apollon Wealth Management increased its Merck (MRK) stake by 3.6% in Q2 2026, buying an estimated $386K and bringing the position to 96,041 shares worth $12.3M. The position accounts for 0.15% of the portfolio, ranked #133.

Apollon Wealth Management first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.4M in Q1 2024. 1,166 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Apollon Wealth Management held 96,041 shares of Merck worth $12.3M as of Q2 2026.
  • Apollon Wealth Management bought 3,301 Merck shares in Q2 2026, an estimated $386K.
  • Merck made up 0.15% of Apollon Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Apollon Wealth Management first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
  • Apollon Wealth Management's Merck position peaked at $13.4M in Q1 2024.
  • 1,166 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.