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Aptus Capital Advisors’s Merck MRK Stock Holding History

Aptus Capital Advisors’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aptus Capital Advisors's MRK Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Merck (MRK) stake by 7.1% in Q1 2026, selling an estimated $1.71M and leaving 192,739 shares worth $23.2M. The position accounts for 0.18% of the portfolio, ranked #103.

Aptus Capital Advisors first reported a position in MRK in Q1 2019 and has held it in 29 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Aptus Capital Advisors held 192,739 shares of Merck worth $23.2M as of Q1 2026.
  • Aptus Capital Advisors sold 14,787 Merck shares in Q1 2026, an estimated $1.71M.
  • Merck made up 0.18% of Aptus Capital Advisors's portfolio in Q1 2026, its #103 holding.
  • Aptus Capital Advisors first reported a position in Merck in Q1 2019 and has held it in 29 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.