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
2019 Q3	–	Sell	-10	Closed	-$4K	–	269
2019 Q2	$4K	Buy	+10	New	+$766	﹤0.01%	369

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.