Naples Global 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 | $12.9M | Sell |
106,821
-1,154
| -1% | -$133K | 0.94% | 16 |
|
|
2025
Q4 | $11.5M | Buy |
107,975
+57
| +0.1% | +$5.35K | 0.86% | 20 |
|
|
2025
Q3 | $9.14M | Buy |
107,918
+990
| +0.9% | +$81.5K | 0.71% | 33 |
|
|
2025
Q2 | $8.55M | Buy |
106,928
+5,768
| +6% | +$458K | 0.74% | 32 |
|
|
2025
Q1 | $9.16M | Buy |
101,160
+2,981
| +3% | +$278K | 0.87% | 19 |
|
|
2024
Q4 | $9.84M | Buy |
98,179
+1,784
| +2% | +$184K | 0.92% | 15 |
|
|
2024
Q3 | $11M | Buy |
96,395
+1,476
| +2% | +$175K | 1.02% | 13 |
|
|
2024
Q2 | $11.8M | Sell |
94,919
-622
| -0.7% | -$80.1K | 1.19% | 10 |
|
|
2024
Q1 | $12.7M | Sell |
95,541
-278
| -0.3% | -$34.3K | 1.3% | 11 |
|
|
2023
Q4 | $10.5M | Sell |
95,819
-228
| -0.2% | -$23.7K | 1.16% | 11 |
|
|
2023
Q3 | $9.96M | Buy |
96,047
+2,317
| +2% | +$250K | 1.21% | 9 |
|
|
2023
Q2 | $10.9M | Sell |
93,730
-1,026
| -1% | -$116K | 1.28% | 9 |
|
|
2023
Q1 | $10.1M | Sell |
94,756
-678
| -0.7% | -$73.2K | 1.27% | 6 |
|
|
2022
Q4 | $10.7M | Sell |
95,434
-730
| -0.8% | -$74.6K | 1.35% | 6 |
|
|
2022
Q3 | $8.35M | Buy |
96,164
+1,130
| +1% | +$101K | 1.15% | 9 |
|
|
2022
Q2 | $8.71M | Buy |
95,034
+1,338
| +1% | +$119K | 1.13% | 9 |
|
|
2022
Q1 | $7.69M | Buy |
93,696
+1,798
| +2% | +$142K | 0.89% | 17 |
|
|
2021
Q4 | $7.04M | Buy |
91,898
+3,161
| +4% | +$252K | 0.82% | 21 |
|
|
2021
Q3 | $6.67M | Buy |
88,737
+3,082
| +4% | +$234K | 0.88% | 19 |
|
|
2021
Q2 | $6.66M | Buy |
85,655
+543
| +0.6% | +$40.4K | 0.93% | 14 |
|
|
2021
Q1 | $6.26M | Buy |
85,112
+3,749
| +5% | +$277K | 0.95% | 14 |
|
|
2020
Q4 | $6.35M | Buy |
81,363
+535
| +0.7% | +$40.9K | 1.07% | 9 |
|
|
2020
Q3 | $6.4M | Buy |
80,828
+3,953
| +5% | +$310K | 1.25% | 8 |
|
|
2020
Q2 | $5.67M | Buy |
76,875
+7,114
| +10% | +$536K | 1.22% | 9 |
|
|
2020
Q1 | $5.12M | Sell |
69,761
-704
| -1% | -$55.3K | 1.34% | 7 |
|
|
2019
Q4 | $6.12M | Buy |
70,465
+562
| +0.8% | +$46.2K | 1.28% | 8 |
|
|
2019
Q3 | $5.62M | Buy |
69,903
+687
| +1% | +$55.1K | 1.31% | 7 |
|
|
2019
Q2 | $5.54M | Buy |
69,216
+4,436
| +7% | +$340K | 1.35% | 7 |
|
|
2019
Q1 | $5.14M | Buy |
64,780
+2,858
| +5% | +$214K | 1.31% | 7 |
|
|
2018
Q4 | $4.4M | Buy |
61,922
+4,054
| +7% | +$286K | 1.25% | 7 |
|
|
2018
Q3 | $3.92M | Buy |
57,868
+1,603
| +3% | +$102K | 1.04% | 12 |
|
|
2018
Q2 | $3.26M | Buy |
56,265
+3,087
| +6% | +$174K | 0.92% | 18 |
|
|
2018
Q1 | $2.76M | Buy |
53,178
+4,603
| +9% | +$249K | 0.82% | 25 |
|
|
2017
Q4 | $2.61M | Buy |
48,575
+6,180
| +15% | +$343K | 0.77% | 32 |
|
|
2017
Q3 | $2.59M | Buy |
42,395
+1,648
| +4% | +$99.9K | 0.86% | 21 |
|
|
2017
Q2 | $2.49M | Buy |
40,747
+1,687
| +4% | +$103K | 0.88% | 18 |
|
|
2017
Q1 | $2.37M | Buy |
39,060
+2,695
| +7% | +$164K | 0.85% | 20 |
|
|
2016
Q4 | $2.04M | Buy |
36,365
+208
| +0.6% | +$12.2K | 0.8% | 22 |
|
|
2016
Q3 | $2.15M | Buy |
36,157
+4,506
| +14% | +$264K | 0.84% | 21 |
|
|
2016
Q2 | $1.74M | Buy |
31,651
+1,179
| +4% | +$62.7K | 0.71% | 29 |
|
|
2016
Q1 | $1.54M | Sell |
30,472
-131
| -0.4% | -$6.42K | 0.64% | 36 |
|
|
2015
Q4 | $1.54M | Buy |
30,603
+2,149
| +8% | +$108K | 0.75% | 32 |
|
|
2015
Q3 | $1.34M | Buy |
28,454
+8,388
| +42% | +$446K | 0.69% | 40 |
|
|
2015
Q2 | $1.09M | Buy |
20,066
+3,871
| +24% | +$217K | 0.52% | 71 |
|
|
2015
Q1 | $888K | Buy |
16,195
+6,095
| +60% | +$345K | 0.42% | 101 |
|
|
2014
Q4 | $547K | Buy |
10,100
+1,200
| +13% | +$66.9K | 0.29% | 139 |
|
|
2014
Q3 | $503K | Buy |
8,900
+524
| +6% | +$29.4K | 0.3% | 137 |
|
|
2014
Q2 | $462K | Buy |
8,376
+105
| +1% | +$5.73K | 0.27% | 156 |
|
|
2014
Q1 | $448K | Buy |
8,271
+944
| +13% | +$48.9K | 0.27% | 149 |
|
|
2013
Q4 | $350K | Buy |
+7,327
| New | +$335K | 0.23% | 170 |
|
Other funds holding MRK
VCM
VPM
Naples Global Advisors's MRK Position: Q1 2026 in Review
Naples Global Advisors reduced its Merck (MRK) stake by 1.1% in Q1 2026, selling an estimated $133K and leaving 106,821 shares worth $12.9M. The position accounts for 0.94% of the portfolio, ranked #16.
Naples Global Advisors first reported a position in MRK in Q4 2013 and has held it in 50 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Naples Global Advisors held 106,821 shares of Merck worth $12.9M as of Q1 2026.
- Naples Global Advisors sold 1,154 Merck shares in Q1 2026, an estimated $133K.
- Merck made up 0.94% of Naples Global Advisors's portfolio in Q1 2026, its #16 holding.
- Naples Global Advisors first reported a position in Merck in Q4 2013 and has held it in 50 quarters since.
- 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.