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Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Aptus Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
201,987
Value
$26.0M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MRK by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026201,987$26.0M0.2%+9,248+4.8%AddedHolders
Q1 2026192,739$23.2M0.2%−14,787−7.1%ReducedHolders
Q4 2025207,526$21.8M0.2%−46,220−18.2%ReducedHolders
Q3 2025253,746$21.3M0.2%+1,071+0.4%AddedHolders
Q2 2025252,675$20.0M0.2%+168,346+199.6%AddedHolders
Q1 202584,329$7.57M0.1%−7,050−7.7%ReducedHolders
Q4 202491,379$9.15M0.1%−54,535−37.4%ReducedHolders
Q3 2024145,914$16.6M0.3%+43,852+43.0%AddedHolders
Q2 2024102,062$12.6M0.2%+19,735+24.0%AddedHolders
Q1 202482,327$10.9M0.2%+10,006+13.8%AddedHolders
Q4 202372,321$7.88M0.2%−1,264−1.7%ReducedHolders
Q3 202373,585$7.58M0.2%+2,805+4.0%AddedHolders
Q2 202370,780$8.17M0.2%−4,244−5.7%ReducedHolders
Q1 202375,024$7.99M0.2%−15,216−16.9%ReducedHolders
Q4 202290,240$10.0M0.3%+11,925+15.2%AddedHolders
Q3 202278,315$6.75M0.2%+3,233+4.3%AddedHolders
Q2 202275,082$6.86M0.2%+37,678+100.7%AddedHolders
Q1 202237,404$3.08M0.1%+29,131+352.1%AddedHolders
Q4 20218,273$638.0K<0.1%−453−5.2%ReducedHolders
Q3 20218,726$660.0K<0.1%−30,585−77.8%ReducedHolders
Q2 202139,311$3.06M0.1%+5,224+15.3%AddedHolders
Q1 202134,087$2.63M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.