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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IBEX Wealth Advisors's MRK Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Merck (MRK) stake by 2.6% in Q2 2026, buying an estimated $305K and bringing the position to 103,751 shares worth $13.3M. The position accounts for 1.04% of the portfolio, ranked #26.

IBEX Wealth Advisors first reported a position in MRK in Q3 2016 and has held it in 18 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

IBEX Wealth Advisors held 103,751 shares of Merck worth $13.3M as of Q2 2026.
IBEX Wealth Advisors bought 2,603 Merck shares in Q2 2026, an estimated $305K.
Merck made up 1.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #26 holding.
IBEX Wealth Advisors first reported a position in Merck in Q3 2016 and has held it in 18 quarters since.
3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.