Atlas 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
Q1 | $818K | Buy |
6,797
+805
| +13% | +$92.9K | 0.09% | 172 |
|
|
2025
Q4 | $631K | Buy |
+5,992
| New | +$562K | 0.07% | 224 |
|
|
2025
Q2 | $514K | Sell |
6,497
-414
| -6% | -$32.9K | 0.06% | 247 |
|
|
2025
Q1 | $620K | Hold |
6,911
| – | – | 0.08% | 214 |
|
|
2024
Q4 | $688K | Buy |
6,911
+2,441
| +55% | +$252K | 0.09% | 191 |
|
|
2024
Q3 | $508K | Sell |
4,470
-735
| -14% | -$87.3K | 0.08% | 216 |
|
|
2024
Q2 | $644K | Buy |
5,205
+735
| +16% | +$94.7K | 0.08% | 199 |
|
|
2024
Q1 | $590K | Sell |
4,470
-735
| -14% | -$90.6K | 0.09% | 193 |
|
|
2023
Q4 | $567K | Sell |
5,205
-1,276
| -20% | -$132K | 0.08% | 195 |
|
|
2023
Q3 | $667K | Sell |
6,481
-136
| -2% | -$14.7K | 0.11% | 149 |
|
|
2023
Q2 | $764K | Sell |
6,617
-470
| -7% | -$53.4K | 0.12% | 134 |
|
|
2023
Q1 | $754K | Sell |
7,087
-3,359
| -32% | -$363K | 0.12% | 131 |
|
|
2022
Q4 | $1.16M | Buy |
10,446
+3,981
| +62% | +$407K | 0.19% | 100 |
|
|
2022
Q3 | $557K | Buy |
6,465
+138
| +2% | +$12.3K | 0.1% | 166 |
|
|
2022
Q2 | $577K | Sell |
6,327
-1,388
| -18% | -$123K | 0.1% | 176 |
|
|
2022
Q1 | $633K | Buy |
7,715
+1,445
| +23% | +$114K | 0.1% | 182 |
|
|
2021
Q4 | $481K | Buy |
6,270
+2,213
| +55% | +$176K | 0.07% | 222 |
|
|
2021
Q3 | $305K | Hold |
4,057
| – | – | 0.05% | 279 |
|
|
2021
Q2 | $316K | Buy |
4,057
+1,450
| +56% | +$108K | 0.05% | 285 |
|
|
2021
Q1 | $192K | Hold |
2,607
| – | – | 0.04% | 338 |
|
|
2020
Q4 | $204K | Buy |
+2,607
| New | +$199K | 0.04% | 303 |
|
|
2020
Q3 | – | Sell |
-2,607
| Closed | -$192K | – | 482 |
|
|
2020
Q2 | $192K | Sell |
2,607
-1,048
| -29% | -$78.9K | 0.05% | 317 |
|
|
2020
Q1 | $268K | Sell |
3,655
-243
| -6% | -$19.1K | 0.08% | 225 |
|
|
2019
Q4 | $338K | Sell |
3,898
-81
| -2% | -$6.65K | 0.08% | 249 |
|
|
2019
Q3 | $320K | Buy |
3,979
+295
| +8% | +$23.6K | 0.1% | 254 |
|
|
2019
Q2 | $295K | Buy |
3,684
+2,131
| +137% | +$163K | 0.1% | 238 |
|
|
2019
Q1 | $123K | Sell |
1,553
-48
| -3% | -$3.59K | 0.04% | 336 |
|
|
2018
Q4 | $117K | Buy |
1,601
+160
| +11% | +$11.3K | 0.05% | 323 |
|
|
2018
Q3 | $98.1K | Buy |
1,441
+212
| +17% | +$13.5K | 0.03% | 362 |
|
|
2018
Q2 | $73.3K | Hold |
1,229
| – | – | 0.03% | 372 |
|
|
2018
Q1 | $63.9K | Buy |
+1,229
| New | +$66.4K | 0.02% | 400 |
|
Other funds holding MRK
VCM
VPM
Atlas Capital Advisors's MRK Position: Q1 2026 in Review
Atlas Capital Advisors increased its Merck (MRK) stake by 13% in Q1 2026, buying an estimated $92.9K and bringing the position to 6,797 shares worth $818K. The position accounts for 0.09% of the portfolio, ranked #172.
Atlas Capital Advisors first reported a position in MRK in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.16M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Atlas Capital Advisors held 6,797 shares of Merck worth $818K as of Q1 2026.
- Atlas Capital Advisors bought 805 Merck shares in Q1 2026, an estimated $92.9K.
- Merck made up 0.09% of Atlas Capital Advisors's portfolio in Q1 2026, its #172 holding.
- Atlas Capital Advisors first reported a position in Merck in Q1 2018 and has held it in 31 quarters since.
- Atlas Capital Advisors's Merck position peaked at $1.16M in Q4 2022.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.