CAWM
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Capital Advisors Wealth Management’s Merck MRK Stock Holding History

Capital Advisors Wealth Management’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
Q3 		$691K Buy
4,756
+134
+3% +$18.5K 0.08% 126
2026
Q2 		$594K Buy
4,622
+250
+6% +$29.3K 0.07% 133
2026
Q1 		$526K Buy
4,372
+456
+12% +$52.6K 0.07% 125
2025
Q4 		$412K Buy
3,916
+180
+5% +$16.9K 0.06% 140
2025
Q3 		$314K Sell
3,736
-108
-3% -$8.89K 0.04% 164
2025
Q2 		$304K Buy
3,844
+338
+10% +$26.9K 0.05% 152
2025
Q1 		$315K Buy
3,506
+165
+5% +$15.4K 0.06% 136
2024
Q4 		$332K Sell
3,341
-153
-4% -$15.8K 0.06% 126
2024
Q3 		$397K Sell
3,494
-54
-2% -$6.42K 0.07% 110
2024
Q2 		$439K Buy
3,548
+39
+1% +$5.02K 0.09% 94
2024
Q1 		$463K Buy
3,509
+15
+0.4% +$1.85K 0.1% 89
2023
Q4 		$381K Buy
3,494
+1
+0% +$104 0.09% 93
2023
Q3 		$360K Sell
3,493
-226
-6% -$24.4K 0.09% 92
2023
Q2 		$429K Buy
3,719
+63
+2% +$7.15K 0.11% 86
2023
Q1 		$389K Buy
3,656
+173
+5% +$18.7K 0.11% 87
2022
Q4 		$386K Buy
3,483
+640
+23% +$65.4K 0.12% 82
2022
Q3 		$245K Buy
2,843
+522
+22% +$46.6K 0.08% 101
2022
Q2 		$212K Buy
+2,321
New +$206K 0.07% 107

Other funds holding MRK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Capital Advisors Wealth Management's MRK Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Merck (MRK) stake by 2.9% in Q3 2026, buying an estimated $18.5K and bringing the position to 4,756 shares worth $691K. The position accounts for 0.08% of the portfolio, ranked #126.

Capital Advisors Wealth Management first reported a position in MRK in Q2 2022 and has held it in 18 quarters since. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Capital Advisors Wealth Management held 4,756 shares of Merck worth $691K as of Q3 2026.
  • Capital Advisors Wealth Management bought 134 Merck shares in Q3 2026, an estimated $18.5K.
  • Merck made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Capital Advisors Wealth Management first reported a position in Merck in Q2 2022 and has held it in 18 quarters since.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.