Mount Yale Investment 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 | $14.1M | Buy |
116,727
+60,846
| +109% | +$7.02M | 0.33% | 64 |
|
|
2025
Q4 | $5.93M | Buy |
55,881
+16,159
| +41% | +$1.52M | 0.29% | 75 |
|
|
2025
Q3 | $3.36M | Sell |
39,722
-23,870
| -38% | -$1.97M | 0.23% | 101 |
|
|
2025
Q2 | $5.03M | Buy |
63,592
+4,418
| +7% | +$351K | 0.39% | 44 |
|
|
2025
Q1 | $5.31M | Buy |
59,174
+11,104
| +23% | +$1.04M | 0.46% | 31 |
|
|
2024
Q4 | $4.78M | Sell |
48,070
-13,043
| -21% | -$1.34M | 0.39% | 44 |
|
|
2024
Q3 | $6.94M | Buy |
61,113
+39,987
| +189% | +$4.75M | 0.67% | 16 |
|
|
2024
Q2 | $2.62M | Sell |
21,126
-2,410
| -10% | -$310K | 0.21% | 102 |
|
|
2024
Q1 | $3.11M | Buy |
23,536
+485
| +2% | +$59.8K | 0.24% | 92 |
|
|
2023
Q4 | $2.51M | Buy |
23,051
+220
| +1% | +$22.8K | 0.24% | 99 |
|
|
2023
Q3 | $2.35M | Buy |
22,831
+325
| +1% | +$35K | 0.26% | 91 |
|
|
2023
Q2 | $2.6M | Sell |
22,506
-7,334
| -25% | -$833K | 0.28% | 85 |
|
|
2023
Q1 | $3.17M | Sell |
29,840
-2,239
| -7% | -$242K | 0.36% | 63 |
|
|
2022
Q4 | $3.56M | Sell |
32,079
-68,071
| -68% | -$6.96M | 0.4% | 66 |
|
|
2022
Q3 | $8.63M | Buy |
100,150
+1,894
| +2% | +$169K | 1.15% | 8 |
|
|
2022
Q2 | $8.96M | Buy |
98,256
+65,076
| +196% | +$5.77M | 1.13% | 8 |
|
|
2022
Q1 | $2.72M | Buy |
33,180
+5,957
| +22% | +$470K | 0.3% | 74 |
|
|
2021
Q4 | $2.09M | Sell |
27,223
-1,056
| -4% | -$84.1K | 0.22% | 110 |
|
|
2021
Q3 | $2.12M | Buy |
28,279
+7,701
| +37% | +$586K | 0.24% | 100 |
|
|
2021
Q2 | $1.6M | Sell |
20,578
-1,049
| -5% | -$78K | 0.19% | 116 |
|
|
2021
Q1 | $1.59M | Buy |
21,627
+917
| +4% | +$67.6K | 0.21% | 103 |
|
|
2020
Q4 | $1.62M | Sell |
20,710
-3,554
| -15% | -$272K | 0.23% | 102 |
|
|
2020
Q3 | $1.92M | Buy |
24,264
+2,958
| +14% | +$232K | 0.27% | 84 |
|
|
2020
Q2 | $1.57M | Buy |
21,306
+2,488
| +13% | +$187K | 0.28% | 86 |
|
|
2020
Q1 | $1.38M | Buy |
18,818
+3,832
| +26% | +$301K | 0.31% | 85 |
|
|
2019
Q4 | $1.22M | Sell |
14,986
-34
| -0.2% | -$2.79K | 0.21% | 109 |
|
|
2019
Q3 | $1.21M | Buy |
15,020
+571
| +4% | +$45.8K | 0.22% | 105 |
|
|
2019
Q2 | $1.16M | Buy |
14,449
+80
| +0.6% | +$6.13K | 0.21% | 105 |
|
|
2019
Q1 | $1.14M | Sell |
14,369
-344
| -2% | -$25.7K | 0.21% | 106 |
|
|
2018
Q4 | $1.08M | Sell |
14,713
-4,385
| -23% | -$310K | 0.22% | 107 |
|
|
2018
Q3 | $1.37M | Sell |
19,098
-222
| -1% | -$14.1K | 0.24% | 94 |
|
|
2018
Q2 | $1.12M | Sell |
19,320
-104
| -0.5% | -$5.87K | 0.21% | 107 |
|
|
2018
Q1 | $1.01M | Buy |
+19,424
| New | +$1.05M | 0.22% | 103 |
|
Other funds holding MRK
VCM
VPM
Mount Yale Investment Advisors's MRK Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Merck (MRK) stake by 109% in Q1 2026, buying an estimated $7.02M and bringing the position to 116,727 shares worth $14.1M. The position accounts for 0.33% of the portfolio, ranked #64.
Mount Yale Investment Advisors first reported a position in MRK in Q1 2018 and has held it in 33 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Mount Yale Investment Advisors held 116,727 shares of Merck worth $14.1M as of Q1 2026.
- Mount Yale Investment Advisors bought 60,846 Merck shares in Q1 2026, an estimated $7.02M.
- Merck made up 0.33% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #64 holding.
- Mount Yale Investment Advisors first reported a position in Merck in Q1 2018 and has held it in 33 quarters since.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.