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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.