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IAG Wealth Partners’s Merck MRK Stock Holding History

IAG Wealth Partners’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Sell
979
-59
-6% -$6.81K 0.01% 157
2025
Q4 		$109K Buy
1,038
+3
+0.3% +$282 0.01% 151
2025
Q3 		$86.9K Buy
1,035
+6
+0.6% +$494 0.01% 173
2025
Q2 		$81.5K Sell
1,029
-665
-39% -$52.9K 0.01% 168
2025
Q1 		$152K Sell
1,694
-150
-8% -$14K 0.02% 120
2024
Q4 		$183K Buy
1,844
+109
+6% +$11.2K 0.03% 103
2024
Q3 		$197K Buy
1,735
+56
+3% +$6.65K 0.04% 99
2024
Q2 		$208K Sell
1,679
-106
-6% -$13.7K 0.04% 92
2024
Q1 		$236K Hold
1,785
– – 0.05% 86
2023
Q4 		$195K Buy
1,785
+130
+8% +$13.5K 0.04% 84
2023
Q3 		$170K Buy
1,655
+35
+2% +$3.77K 0.05% 85
2023
Q2 		$187K Hold
1,620
– – 0.05% 89
2023
Q1 		$172K Buy
1,620
+40
+3% +$4.32K 0.05% 84
2022
Q4 		$175K Hold
1,580
– – 0.05% 78
2022
Q3 		$136K Hold
1,580
– – 0.05% 74
2022
Q2 		$144K Sell
1,580
-50
-3% -$4.43K 0.05% 77
2022
Q1 		$134K Buy
1,630
+1,580
+3,160% +$125K 0.04% 80
2021
Q4 		$4K Sell
50
-2,290
-98% -$182K ﹤0.01% 360
2021
Q3 		$176K Hold
2,340
– – 0.06% 54
2021
Q2 		$182K Sell
2,340
-112
-5% -$8.33K 0.07% 51
2021
Q1 		$181K Hold
2,452
– – 0.07% 54
2020
Q4 		$192K Hold
2,452
– – 0.08% 54
2020
Q3 		$195K Sell
2,452
-51
-2% -$4K 0.09% 55
2020
Q2 		$185K Sell
2,503
-23
-0.9% -$1.73K 0.09% 50
2020
Q1 		$186K Hold
2,526
– – 0.12% 48
2019
Q4 		$220K Buy
+2,526
New +$207K 0.14% 45

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IAG Wealth Partners's MRK Position: Q1 2026 in Review

IAG Wealth Partners reduced its Merck (MRK) stake by 5.7% in Q1 2026, selling an estimated $6.81K and leaving 979 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #157.

IAG Wealth Partners first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $236K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • IAG Wealth Partners held 979 shares of Merck worth $118K as of Q1 2026.
  • IAG Wealth Partners sold 59 Merck shares in Q1 2026, an estimated $6.81K.
  • Merck made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #157 holding.
  • IAG Wealth Partners first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Merck position peaked at $236K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.