IWA
MRK icon

Icon Wealth Advisors’s Merck MRK Stock Holding History

Icon 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 		$1.69M Sell
15,258
-198
-1% -$22.9K 0.11% 124
2025
Q4 		$1.57M Buy
15,456
+1,211
+9% +$114K 0.1% 130
2025
Q3 		$1.2M Sell
14,245
-22,419
-61% -$1.85M 0.08% 163
2025
Q2 		$2.9M Sell
36,664
-8,873
-19% -$705K 0.21% 83
2025
Q1 		$4.09M Sell
45,537
-2,557
-5% -$239K 0.34% 61
2024
Q4 		$4.78M Buy
48,094
+20
+0% +$2.06K 0.39% 51
2024
Q3 		$5.46M Buy
48,074
+3,970
+9% +$472K 0.45% 45
2024
Q2 		$4.99M Buy
44,104
+4,882
+12% +$629K 0.44% 46
2024
Q1 		$5.18M Sell
39,222
-2,524
-6% -$311K 0.48% 40
2023
Q4 		$4.55M Buy
+41,746
New +$4.33M 0.47% 42
2022
Q4 		$8.25M Sell
74,320
-382
-0.5% -$39K 0.95% 19
2022
Q3 		$6.43M Buy
+74,702
New +$6.67M 0.78% 22

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

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

Icon Wealth Advisors reduced its Merck (MRK) stake by 1.3% in Q1 2026, selling an estimated $22.9K and leaving 15,258 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #124.

Icon Wealth Advisors first reported a position in MRK in Q3 2022 and has held it in 12 quarters since. The position peaked at $8.25M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Icon Wealth Advisors held 15,258 shares of Merck worth $1.69M as of Q1 2026.
  • Icon Wealth Advisors sold 198 Merck shares in Q1 2026, an estimated $22.9K.
  • Merck made up 0.11% of Icon Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • Icon Wealth Advisors first reported a position in Merck in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Merck position peaked at $8.25M in Q4 2022.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.