Valmark Advisers’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 | $3.41M | Buy |
28,341
+1,122
| +4% | +$130K | 0.04% | 178 |
|
|
2025
Q4 | $2.87M | Sell |
27,219
-453
| -2% | -$42.5K | 0.04% | 191 |
|
|
2025
Q3 | $2.32M | Buy |
27,672
+1,002
| +4% | +$82.5K | 0.03% | 214 |
|
|
2025
Q2 | $2.11M | Sell |
26,670
-305
| -1% | -$24.2K | 0.03% | 216 |
|
|
2025
Q1 | $2.42M | Sell |
26,975
-356
| -1% | -$33.2K | 0.04% | 183 |
|
|
2024
Q4 | $2.72M | Buy |
27,331
+2,760
| +11% | +$285K | 0.04% | 162 |
|
|
2024
Q3 | $2.79M | Buy |
24,571
+425
| +2% | +$50.5K | 0.04% | 152 |
|
|
2024
Q2 | $2.99M | Buy |
24,146
+518
| +2% | +$66.7K | 0.05% | 135 |
|
|
2024
Q1 | $3.12M | Buy |
23,628
+986
| +4% | +$122K | 0.05% | 128 |
|
|
2023
Q4 | $2.47M | Buy |
22,642
+26
| +0.1% | +$2.7K | 0.05% | 139 |
|
|
2023
Q3 | $2.33M | Sell |
22,616
-397
| -2% | -$42.8K | 0.05% | 130 |
|
|
2023
Q2 | $2.66M | Buy |
23,013
+151
| +0.7% | +$17.1K | 0.05% | 121 |
|
|
2023
Q1 | $2.43M | Buy |
22,862
+250
| +1% | +$27K | 0.05% | 124 |
|
|
2022
Q4 | $2.51M | Buy |
22,612
+1,248
| +6% | +$128K | 0.06% | 122 |
|
|
2022
Q3 | $1.84M | Sell |
21,364
-100
| -0.5% | -$8.93K | 0.04% | 123 |
|
|
2022
Q2 | $1.96M | Buy |
21,464
+1,749
| +9% | +$155K | 0.04% | 118 |
|
|
2022
Q1 | $1.62M | Sell |
19,715
-875
| -4% | -$69K | 0.03% | 145 |
|
|
2021
Q4 | $1.58M | Buy |
20,590
+1,012
| +5% | +$80.6K | 0.03% | 143 |
|
|
2021
Q3 | $1.47M | Sell |
19,578
-399
| -2% | -$30.3K | 0.03% | 140 |
|
|
2021
Q2 | $1.55M | Sell |
19,977
-639
| -3% | -$47.5K | 0.03% | 140 |
|
|
2021
Q1 | $1.52M | Buy |
20,616
+1,859
| +10% | +$137K | 0.03% | 141 |
|
|
2020
Q4 | $1.46M | Buy |
18,757
+9,953
| +113% | +$761K | 0.03% | 131 |
|
|
2020
Q3 | $697K | Buy |
8,804
+214
| +2% | +$16.8K | 0.02% | 159 |
|
|
2020
Q2 | $634K | Sell |
8,590
-462
| -5% | -$34.8K | 0.01% | 151 |
|
|
2020
Q1 | $665K | Buy |
9,052
+160
| +2% | +$12.6K | 0.02% | 128 |
|
|
2019
Q4 | $772K | Sell |
8,892
-318
| -3% | -$26.1K | 0.02% | 114 |
|
|
2019
Q3 | $740K | Buy |
9,210
+169
| +2% | +$13.5K | 0.02% | 121 |
|
|
2019
Q2 | $723K | Sell |
9,041
-283
| -3% | -$21.7K | 0.02% | 113 |
|
|
2019
Q1 | $740K | Sell |
9,324
-304
| -3% | -$22.7K | 0.02% | 112 |
|
|
2018
Q4 | $702K | Buy |
9,628
+35
| +0.4% | +$2.47K | 0.02% | 103 |
|
|
2018
Q3 | $649K | Buy |
9,593
+3
| +0% | +$191 | 0.01% | 110 |
|
|
2018
Q2 | $555K | Sell |
9,590
-171
| -2% | -$9.65K | 0.01% | 115 |
|
|
2018
Q1 | $507K | Sell |
9,761
-586
| -6% | -$31.6K | 0.01% | 113 |
|
|
2017
Q4 | $556K | Buy |
+10,347
| New | +$574K | 0.01% | 111 |
|
Other funds holding MRK
VCM
VPM
Valmark Advisers's MRK Position: Q1 2026 in Review
Valmark Advisers increased its Merck (MRK) stake by 4.1% in Q1 2026, buying an estimated $130K and bringing the position to 28,341 shares worth $3.41M. The position accounts for 0.04% of the portfolio, ranked #178.
Valmark Advisers first reported a position in MRK in Q4 2017 and has held it in 34 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Valmark Advisers held 28,341 shares of Merck worth $3.41M as of Q1 2026.
- Valmark Advisers bought 1,122 Merck shares in Q1 2026, an estimated $130K.
- Merck made up 0.04% of Valmark Advisers's portfolio in Q1 2026, its #178 holding.
- Valmark Advisers first reported a position in Merck in Q4 2017 and has held it in 34 quarters since.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.