Mutual 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 | $9.34M | Sell |
77,619
-1,234
| -2% | -$142K | 0.2% | 93 |
|
|
2025
Q4 | $8.3M | Buy |
78,853
+887
| +1% | +$83.3K | 0.18% | 114 |
|
|
2025
Q3 | $6.8M | Sell |
77,966
-4,538
| -6% | -$374K | 0.15% | 142 |
|
|
2025
Q2 | $6.99M | Sell |
82,504
-2,533
| -3% | -$201K | 0.17% | 120 |
|
|
2025
Q1 | $7.04M | Sell |
85,037
-310
| -0.4% | -$28.9K | 0.2% | 97 |
|
|
2024
Q4 | $8.59M | Sell |
85,347
-1,476
| -2% | -$152K | 0.25% | 72 |
|
|
2024
Q3 | $9.19M | Sell |
86,823
-1,745
| -2% | -$207K | 0.27% | 66 |
|
|
2024
Q2 | $11.3M | Buy |
88,568
+422
| +0.5% | +$54.4K | 0.34% | 49 |
|
|
2024
Q1 | $11.6M | Buy |
88,146
+2,857
| +3% | +$352K | 0.37% | 41 |
|
|
2023
Q4 | $9.3M | Sell |
85,289
-505
| -0.6% | -$52.4K | 0.32% | 52 |
|
|
2023
Q3 | $8.83M | Sell |
85,794
-964
| -1% | -$104K | 0.34% | 48 |
|
|
2023
Q2 | $10M | Buy |
86,758
+1,977
| +2% | +$224K | 0.38% | 40 |
|
|
2023
Q1 | $9.02M | Sell |
84,781
-238
| -0.3% | -$25.7K | 0.37% | 41 |
|
|
2022
Q4 | $9.43M | Sell |
85,019
-385
| -0.5% | -$39.4K | 0.42% | 35 |
|
|
2022
Q3 | $7.36M | Buy |
85,404
+8,472
| +11% | +$756K | 0.38% | 48 |
|
|
2022
Q2 | $7.01M | Sell |
76,932
-564
| -0.7% | -$50K | 0.46% | 37 |
|
|
2022
Q1 | $6.36M | Buy |
77,496
+49
| +0.1% | +$3.86K | 0.36% | 56 |
|
|
2021
Q4 | $5.94M | Buy |
77,447
+5,566
| +8% | +$443K | 0.31% | 66 |
|
|
2021
Q3 | $5.4M | Buy |
71,881
+6,263
| +10% | +$476K | 0.32% | 65 |
|
|
2021
Q2 | $5.1M | Buy |
65,618
+1,371
| +2% | +$102K | 0.3% | 74 |
|
|
2021
Q1 | $4.73M | Buy |
64,247
+3,262
| +5% | +$241K | 0.32% | 72 |
|
|
2020
Q4 | $4.76M | Buy |
60,985
+2,602
| +4% | +$199K | 0.35% | 58 |
|
|
2020
Q3 | $4.62M | Buy |
58,383
+9,243
| +19% | +$724K | 0.4% | 54 |
|
|
2020
Q2 | $3.63M | Buy |
49,140
+10,471
| +27% | +$788K | 0.36% | 62 |
|
|
2020
Q1 | $2.84M | Sell |
38,669
-2,257
| -6% | -$177K | 0.39% | 55 |
|
|
2019
Q4 | $3.55M | Buy |
40,926
+1,289
| +3% | +$106K | 0.38% | 54 |
|
|
2019
Q3 | $3.18M | Sell |
39,637
-6,022
| -13% | -$483K | 0.42% | 51 |
|
|
2019
Q2 | $3.65M | Buy |
45,659
+8,658
| +23% | +$663K | 0.47% | 39 |
|
|
2019
Q1 | $2.94M | Sell |
37,001
-463
| -1% | -$34.6K | 0.43% | 45 |
|
|
2018
Q4 | $2.73M | Buy |
37,464
+179
| +0.5% | +$12.6K | 0.54% | 32 |
|
|
2018
Q3 | $2.52M | Buy |
37,285
+1,043
| +3% | +$66.4K | 0.38% | 54 |
|
|
2018
Q2 | $2.1M | Buy |
36,242
+3,578
| +11% | +$202K | 0.48% | 47 |
|
|
2018
Q1 | $1.7M | Buy |
32,664
+2,762
| +9% | +$149K | 0.43% | 47 |
|
|
2017
Q4 | $1.6M | Buy |
+29,902
| New | +$1.66M | 0.61% | 40 |
|
Other funds holding MRK
VCM
VPM
Mutual Advisors's MRK Position: Q1 2026 in Review
Mutual Advisors reduced its Merck (MRK) stake by 1.6% in Q1 2026, selling an estimated $142K and leaving 77,619 shares worth $9.34M. The position accounts for 0.2% of the portfolio, ranked #93.
Mutual Advisors first reported a position in MRK in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.6M in Q1 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Mutual Advisors held 77,619 shares of Merck worth $9.34M as of Q1 2026.
- Mutual Advisors sold 1,234 Merck shares in Q1 2026, an estimated $142K.
- Merck made up 0.2% of Mutual Advisors's portfolio in Q1 2026, its #93 holding.
- Mutual Advisors first reported a position in Merck in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Merck position peaked at $11.6M in Q1 2024.
- 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.