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IBEX Wealth Advisors’s Merck MRK Stock Holding History

IBEX Wealth Advisors’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 		$12.2M Buy
101,148
+6,268
+7% +$724K 1.13% 25
2025
Q4 		$9.99M Buy
94,880
+1,631
+2% +$153K 0.98% 27
2025
Q3 		$7.83M Buy
93,249
+1,533
+2% +$126K 0.75% 40
2025
Q2 		$7.26M Buy
+91,716
New +$7.29M 0.77% 38
2024
Q3 		– Sell
-5,121
Closed -$634K – 197
2024
Q2 		$634K Buy
+5,121
New +$660K 0.1% 87
2024
Q1 		– Sell
-3
Closed -$366 – 139
2023
Q4 		$366 Buy
+3
New +$311 0.08% 94
2021
Q4 		– Sell
-1,000
Closed -$75K – 337
2021
Q3 		$75K Buy
+1,000
New +$76.1K 0.01% 244
2020
Q2 		– Sell
-52,684
Closed -$3.87M – 105
2020
Q1 		$3.87M Buy
52,684
+3,455
+7% +$272K 1.51% 22
2019
Q4 		$4.27M Buy
49,229
+3,699
+8% +$304K 1.31% 24
2019
Q3 		$3.66M Buy
45,530
+43,488
+2,130% +$3.49M 1.21% 28
2019
Q2 		$163K Buy
+2,042
New +$156K 0.05% 142
2018
Q1 		– Sell
-6,588
Closed -$356K – 109
2017
Q4 		$356K Sell
6,588
-27,399
-81% -$1.52M 0.16% 78
2017
Q3 		$2.09M Buy
33,987
+285
+0.8% +$17.3K 0.77% 53
2017
Q2 		$2.02M Buy
33,702
+7,979
+31% +$486K 0.8% 51
2017
Q1 		$1.56M Buy
25,723
+7,360
+40% +$447K 0.96% 43
2016
Q4 		$1.1M Buy
18,363
+5,892
+47% +$345K 0.52% 65
2016
Q3 		$743K Buy
+12,471
New +$729K 0.41% 80

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

IBEX Wealth Advisors's MRK Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Merck (MRK) stake by 6.6% in Q1 2026, buying an estimated $724K and bringing the position to 101,148 shares worth $12.2M. The position accounts for 1.13% of the portfolio, ranked #25.

IBEX Wealth Advisors first reported a position in MRK in Q3 2016 and has held it in 17 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • IBEX Wealth Advisors held 101,148 shares of Merck worth $12.2M as of Q1 2026.
  • IBEX Wealth Advisors bought 6,268 Merck shares in Q1 2026, an estimated $724K.
  • Merck made up 1.13% of IBEX Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • IBEX Wealth Advisors first reported a position in Merck in Q3 2016 and has held it in 17 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.