Kapstone Financial Advisors’s Merck MRK Stock Holding History

Kapstone Financial 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	$1.08M	Buy	8,968 +393	+5%	+$45.4K	0.53%	37
2025 Q4	$903K	Buy	8,575 +120	+1%	+$11.3K	0.45%	36
2025 Q3	$710K	Sell	8,455 -1,047	-11%	-$86.2K	0.33%	43
2025 Q2	$752K	Buy	9,502 +459	+5%	+$36.5K	0.38%	39
2025 Q1	$812K	Sell	9,043 -420	-4%	-$39.2K	0.46%	36
2024 Q4	$930K	Sell	9,463 -433	-4%	-$44.6K	0.5%	35
2024 Q3	$1.13M	Hold	9,896	–	–	0.68%	29
2024 Q2	$1.23M	Buy	9,896 +257	+3%	+$33.1K	0.8%	28
2024 Q1	$1.27M	Sell	9,639 -29	-0.3%	-$3.57K	0.87%	25
2023 Q4	$1.16M	Buy	9,668 +341	+4%	+$35.4K	0.91%	24
2023 Q3	$960K	Hold	9,327	–	–	0.86%	26
2023 Q2	$982K	Buy	9,327 +64	+0.7%	+$7.27K	0.81%	26
2023 Q1	$1.07M	Hold	9,263	–	–	0.97%	22
2022 Q4	$958K	Buy	+9,263	New	+$947K	0.87%	25

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapstone Financial Advisors's MRK Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Merck (MRK) stake by 4.6% in Q1 2026, buying an estimated $45.4K and bringing the position to 8,968 shares worth $1.08M. The position accounts for 0.53% of the portfolio, ranked #37.

Kapstone Financial Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Kapstone Financial Advisors held 8,968 shares of Merck worth $1.08M as of Q1 2026.
Kapstone Financial Advisors bought 393 Merck shares in Q1 2026, an estimated $45.4K.
Merck made up 0.53% of Kapstone Financial Advisors's portfolio in Q1 2026, its #37 holding.
Kapstone Financial Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Merck position peaked at $1.27M in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.