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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
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 $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

IFC Advisors's MRK Position: Q1 2026 in Review

IFC Advisors reduced its Merck (MRK) stake by 25% in Q1 2026, selling an estimated $95.1K and leaving 2,418 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #124.

IFC Advisors first reported a position in MRK in Q4 2024 and has held it in 3 quarters since. The position peaked at $341K in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • IFC Advisors held 2,418 shares of Merck worth $291K as of Q1 2026.
  • IFC Advisors sold 824 Merck shares in Q1 2026, an estimated $95.1K.
  • Merck made up 0.04% of IFC Advisors's portfolio in Q1 2026, its #124 holding.
  • IFC Advisors first reported a position in Merck in Q4 2024 and has held it in 3 quarters since.
  • IFC Advisors's Merck position peaked at $341K in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.