Capwealth Advisors, LLC’s Merck & Co Inc Position
Does Capwealth Advisors, LLC own Merck & Co Inc (MRK)? Yes — 271.3K shares worth $33M (+2.42% of its 13F portfolio) as of Q1 2026, down from 328.3K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
271.3K
% of Portfolio
+2.42%
Quarters Held
29
currently held
Position History MRK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 271.3K | $33M | +2.42% |
| Q4 2025 | 328.3K | $35M | +2.37% |
| Q3 2025 | 652.0K | $55M | +2.13% |
| Q2 2025 | 325.5K | $26M | +2.54% |
| Q1 2025 | 230.4K | $21M | +2.24% |
| Q4 2024 | 214.6K | $21M | +2.34% |
| Q3 2024 | 221.0K | $25M | +2.73% |
| Q2 2024 | 215.1K | $27M | +3.36% |
| Q1 2024 | 220.9K | $29M | +3.27% |
| Q4 2023 | 226.5K | $25M | +3.01% |
| Q3 2023 | 227.9K | $23M | +3.01% |
| Q2 2023 | 226.9K | $26M | +3.19% |
| Q1 2023 | 229.8K | $24M | +3.05% |
| Q4 2022 | 231.4K | $26M | +3.02% |
| Q3 2022 | 230.4K | $20M | +2.62% |
| Q2 2022 | 228.6K | $21M | +2.51% |
| Q1 2022 | 250.7K | $21M | +2.11% |
| Q4 2021 | 251.4K | $19M | +1.96% |
| Q3 2021 | 189.3K | $14M | +1.56% |
| Q2 2021 | 185.3K | $14M | +1.56% |
| Q1 2021 | 153.9K | $12M | +1.35% |
| Q4 2020 | 156.6K | $13M | +1.53% |
| Q3 2020 | 154.3K | $13M | +1.71% |
| Q2 2020 | 155.7K | $12M | +1.70% |
| Q1 2020 | 152.5K | $12M | +2.07% |
| Q4 2019 | 153.5K | $14M | +1.76% |
| Q3 2019 | 156.3K | $13M | +1.75% |
| Q1 2019 | 154.9K | $13M | +1.98% |
| Q4 2018 | 156.7K | $12M | +2.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of MRK.