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IFC Advisors’s Merck MRK Stock Holding History

IFC 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
Q2 		$295K Sell
2,298
-120
-5% -$14K 0.04% 142
2026
Q1 		$291K Sell
2,418
-824
-25% -$95.1K 0.04% 124
2025
Q4 		$341K Buy
+3,242
New +$304K 0.05% 130
2025
Q1 		– Sell
-2,370
Closed -$236K – 169
2024
Q4 		$236K Buy
+2,370
New +$244K 0.05% 132

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFC Advisors's MRK Position: Q2 2026 in Review

IFC Advisors reduced its Merck (MRK) stake by 5% in Q2 2026, selling an estimated $14K and leaving 2,298 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #142.

IFC Advisors first reported a position in MRK in Q4 2024 and has held it in 4 quarters since. The position peaked at $341K in Q4 2025. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • IFC Advisors held 2,298 shares of Merck worth $295K as of Q2 2026.
  • IFC Advisors sold 120 Merck shares in Q2 2026, an estimated $14K.
  • Merck made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #142 holding.
  • IFC Advisors first reported a position in Merck in Q4 2024 and has held it in 4 quarters since.
  • IFC Advisors's Merck position peaked at $341K in Q4 2025.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.