Aptus Capital Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26M | Buy |
201,987
+9,248
| +5% | +$1.08M | 0.18% | 109 |
|
|
2026
Q1 | $23.2M | Sell |
192,739
-14,787
| -7% | -$1.71M | 0.18% | 103 |
|
|
2025
Q4 | $21.8M | Sell |
207,526
-46,220
| -18% | -$4.34M | 0.16% | 120 |
|
|
2025
Q3 | $21.3M | Buy |
253,746
+1,071
| +0.4% | +$88.2K | 0.15% | 127 |
|
|
2025
Q2 | $20M | Buy |
252,675
+168,346
| +200% | +$13.4M | 0.16% | 124 |
|
|
2025
Q1 | $7.57M | Sell |
84,329
-7,050
| -8% | -$658K | 0.08% | 217 |
|
|
2024
Q4 | $9.15M | Sell |
91,379
-54,535
| -37% | -$5.62M | 0.1% | 178 |
|
|
2024
Q3 | $16.6M | Buy |
145,914
+43,852
| +43% | +$5.21M | 0.25% | 95 |
|
|
2024
Q2 | $12.6M | Buy |
102,062
+19,735
| +24% | +$2.54M | 0.22% | 95 |
|
|
2024
Q1 | $10.9M | Buy |
82,327
+10,006
| +14% | +$1.23M | 0.2% | 98 |
|
|
2023
Q4 | $7.88M | Sell |
72,321
-1,264
| -2% | -$131K | 0.22% | 99 |
|
|
2023
Q3 | $7.58M | Buy |
73,585
+2,805
| +4% | +$302K | 0.21% | 99 |
|
|
2023
Q2 | $8.17M | Sell |
70,780
-4,244
| -6% | -$482K | 0.2% | 100 |
|
|
2023
Q1 | $7.99M | Sell |
75,024
-15,216
| -17% | -$1.64M | 0.21% | 96 |
|
|
2022
Q4 | $10M | Buy |
90,240
+11,925
| +15% | +$1.22M | 0.31% | 69 |
|
|
2022
Q3 | $6.75M | Buy |
78,315
+3,233
| +4% | +$289K | 0.16% | 85 |
|
|
2022
Q2 | $6.86M | Buy |
75,082
+37,678
| +101% | +$3.34M | 0.18% | 80 |
|
|
2022
Q1 | $3.08M | Buy |
37,404
+29,131
| +352% | +$2.3M | 0.08% | 148 |
|
|
2021
Q4 | $638K | Sell |
8,273
-453
| -5% | -$36.1K | 0.02% | 271 |
|
|
2021
Q3 | $660K | Sell |
8,726
-30,585
| -78% | -$2.33M | 0.02% | 270 |
|
|
2021
Q2 | $3.06M | Buy |
39,311
+3,588
| +10% | +$267K | 0.09% | 113 |
|
|
2021
Q1 | $2.63M | Sell |
35,723
-41
| -0.1% | -$3.02K | 0.09% | 111 |
|
|
2020
Q4 | $2.79M | Sell |
35,764
-277
| -0.8% | -$21.2K | 0.13% | 101 |
|
|
2020
Q3 | $2.86M | Buy |
36,041
+28,402
| +372% | +$2.22M | 0.15% | 86 |
|
|
2020
Q2 | $563K | Sell |
7,639
-143
| -2% | -$10.8K | 0.04% | 184 |
|
|
2020
Q1 | $571K | Sell |
7,782
-94
| -1% | -$7.39K | 0.05% | 163 |
|
|
2019
Q4 | $683K | Buy |
7,876
+4,103
| +109% | +$337K | 0.05% | 217 |
|
|
2019
Q3 | $303K | Buy |
3,773
+104
| +3% | +$8.34K | 0.02% | 322 |
|
|
2019
Q2 | $293K | Buy |
3,669
+978
| +36% | +$74.9K | 0.04% | 282 |
|
|
2019
Q1 | $213K | Buy |
+2,691
| New | +$201K | 0.04% | 292 |
|
Other funds holding MRK
Aptus Capital Advisors's MRK Position: Q2 2026 in Review
Aptus Capital Advisors increased its Merck (MRK) stake by 4.8% in Q2 2026, buying an estimated $1.08M and bringing the position to 201,987 shares worth $26M. The position accounts for 0.18% of the portfolio, ranked #109.
Aptus Capital Advisors first reported a position in MRK in Q1 2019 and has held it in 30 quarters since. 3,832 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Aptus Capital Advisors held 201,987 shares of Merck worth $26M as of Q2 2026.
- Aptus Capital Advisors bought 9,248 Merck shares in Q2 2026, an estimated $1.08M.
- Merck made up 0.18% of Aptus Capital Advisors's portfolio in Q2 2026, its #109 holding.
- Aptus Capital Advisors first reported a position in Merck in Q1 2019 and has held it in 30 quarters since.
- 3,832 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.