Waverly 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 | $31.1M | Buy |
258,634
+2,030
| +0.8% | +$234K | 0.23% | 90 |
|
|
2025
Q4 | $27M | Buy |
256,604
+124,624
| +94% | +$11.7M | 0.22% | 97 |
|
|
2025
Q3 | $11.1M | Sell |
131,980
-5,952
| -4% | -$490K | 0.11% | 187 |
|
|
2025
Q2 | $10.9M | Buy |
137,932
+6,710
| +5% | +$533K | 0.12% | 175 |
|
|
2025
Q1 | $11.8M | Sell |
131,222
-12,496
| -9% | -$1.17M | 0.14% | 155 |
|
|
2024
Q4 | $14.3M | Buy |
143,718
+45,926
| +47% | +$4.73M | 0.22% | 96 |
|
|
2024
Q3 | $11.1M | Sell |
97,792
-668
| -0.7% | -$79.4K | 0.21% | 111 |
|
|
2024
Q2 | $12.2M | Buy |
98,460
+36,462
| +59% | +$4.7M | 0.24% | 86 |
|
|
2024
Q1 | $8.18M | Buy |
61,998
+28,958
| +88% | +$3.57M | 0.19% | 104 |
|
|
2023
Q4 | $3.6M | Sell |
33,040
-21,889
| -40% | -$2.27M | 0.13% | 99 |
|
|
2023
Q3 | $5.65M | Buy |
54,929
+7,098
| +15% | +$765K | 0.25% | 74 |
|
|
2023
Q2 | $5.52M | Sell |
47,831
-242
| -0.5% | -$27.5K | 0.24% | 74 |
|
|
2023
Q1 | $5.11M | Buy |
48,073
+7,874
| +20% | +$850K | 0.27% | 60 |
|
|
2022
Q4 | $4.46M | Buy |
40,199
+798
| +2% | +$81.6K | 0.25% | 62 |
|
|
2022
Q3 | $3.39M | Buy |
39,401
+32,041
| +435% | +$2.86M | 0.24% | 53 |
|
|
2022
Q2 | $671K | Buy |
7,360
+442
| +6% | +$39.2K | 0.06% | 108 |
|
|
2022
Q1 | $568K | Sell |
6,918
-586
| -8% | -$46.2K | 0.05% | 110 |
|
|
2021
Q4 | $575K | Sell |
7,504
-417
| -5% | -$33.2K | 0.05% | 108 |
|
|
2021
Q3 | $666K | Buy |
7,921
+907
| +13% | +$69K | 0.06% | 101 |
|
|
2021
Q2 | $538K | Buy |
7,014
+1,485
| +27% | +$110K | 0.05% | 108 |
|
|
2021
Q1 | $420K | Buy |
5,529
+538
| +11% | +$39.7K | 0.04% | 110 |
|
|
2020
Q4 | $356K | Sell |
4,991
-309
| -6% | -$23.6K | 0.04% | 112 |
|
|
2020
Q3 | $380K | Sell |
5,300
-156
| -3% | -$12.2K | 0.05% | 100 |
|
|
2020
Q2 | $435K | Sell |
5,456
-189
| -3% | -$14.2K | 0.06% | 93 |
|
|
2020
Q1 | $414K | Buy |
5,645
+1,084
| +24% | +$85.2K | 0.07% | 84 |
|
|
2019
Q4 | $373K | Sell |
4,561
-116
| -2% | -$9.53K | 0.05% | 98 |
|
|
2019
Q3 | $376K | Buy |
4,677
+139
| +3% | +$11.1K | 0.05% | 91 |
|
|
2019
Q2 | $363K | Hold |
4,538
| – | – | 0.05% | 89 |
|
|
2019
Q1 | $360K | Buy |
4,538
+58
| +1% | +$4.34K | 0.06% | 88 |
|
|
2018
Q4 | $327K | Sell |
4,480
-19,650
| -81% | -$1.39M | 0.06% | 85 |
|
|
2018
Q3 | $1.63M | Buy |
24,130
+895
| +4% | +$57K | 0.24% | 52 |
|
|
2018
Q2 | $1.35M | Buy |
23,235
+209
| +0.9% | +$11.8K | 0.21% | 60 |
|
|
2018
Q1 | $1.2M | Sell |
23,026
-3,607
| -14% | -$195K | 0.19% | 69 |
|
|
2017
Q4 | $1.43M | Buy |
26,633
+3,880
| +17% | +$215K | 0.2% | 69 |
|
|
2017
Q3 | $1.39M | Sell |
22,753
-506
| -2% | -$30.7K | 0.3% | 59 |
|
|
2017
Q2 | $1.42M | Buy |
23,259
+1,620
| +7% | +$98.6K | 0.36% | 46 |
|
|
2017
Q1 | $1.31M | Buy |
+21,639
| New | +$1.31M | 0.35% | 52 |
|
|
2016
Q1 | – | Sell |
-7,335
| Closed | -$370K | – | 117 |
|
|
2015
Q4 | $370K | Buy |
7,335
+6,212
| +553% | +$313K | 0.16% | 73 |
|
|
2015
Q3 | $53K | Buy |
1,123
+286
| +34% | +$15.2K | 0.04% | 127 |
|
|
2015
Q2 | $45K | Buy |
837
+135
| +19% | +$7.57K | 0.03% | 153 |
|
|
2015
Q1 | $39K | Hold |
702
| – | – | 0.02% | 146 |
|
|
2014
Q4 | $38K | Sell |
702
-7,561
| -92% | -$421K | 0.02% | 149 |
|
|
2014
Q3 | $467K | Buy |
8,263
+73
| +0.9% | +$4.1K | 0.25% | 44 |
|
|
2014
Q2 | $452K | Sell |
8,190
-73
| -0.9% | -$3.98K | 0.19% | 58 |
|
|
2014
Q1 | $448K | Sell |
8,263
-11,419
| -58% | -$591K | 0.2% | 49 |
|
|
2013
Q4 | $940K | Buy |
19,682
+8,022
| +69% | +$367K | 0.33% | 32 |
|
|
2013
Q3 | $530K | Buy |
11,660
+329
| +3% | +$15K | 0.27% | 36 |
|
|
2013
Q2 | $502K | Buy |
+11,331
| New | +$506K | 0.29% | 39 |
|
Other funds holding MRK
VCM
VPM
Waverly Advisors's MRK Position: Q1 2026 in Review
Waverly Advisors increased its Merck (MRK) stake by 0.79% in Q1 2026, buying an estimated $234K and bringing the position to 258,634 shares worth $31.1M. The position accounts for 0.23% of the portfolio, ranked #90.
Waverly Advisors first reported a position in MRK in Q2 2013 and has held it in 48 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Waverly Advisors held 258,634 shares of Merck worth $31.1M as of Q1 2026.
- Waverly Advisors bought 2,030 Merck shares in Q1 2026, an estimated $234K.
- Merck made up 0.23% of Waverly Advisors's portfolio in Q1 2026, its #90 holding.
- Waverly Advisors first reported a position in Merck in Q2 2013 and has held it in 48 quarters since.
- 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.