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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 		– Sell
-1,500,000
Closed -$158M – 1749
2025
Q4 		$158M Buy
+1,500,000
New +$141M 1.13% 17
2024
Q1 		– Sell
-1,000,000
Closed -$109M – 1177
2023
Q4 		$109M Buy
+1,000,000
New +$104M 2.98% 5
2021
Q4 		– Sell
-1,600,000
Closed -$120M – 579
2021
Q3 		$120M Buy
+1,600,000
New +$122M 3.1% 8
2019
Q4 		– Sell
-209,600
Closed -$16.8M – 546
2019
Q3 		$16.8M Buy
+209,600
New +$16.8M 0.94% 19

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.