IFG Advisors
MRK icon

IFG Advisors’s Merck MRK Stock Holding History

IFG 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
Q3 		$1.1M Sell
7,559
-50
-0.7% -$6.91K 0.15% 68
2026
Q2 		$978K Hold
7,609
– – 0.13% 77
2026
Q1 		$915K Buy
7,609
+1,531
+25% +$177K 0.15% 70
2025
Q4 		$640K Sell
6,078
-505
-8% -$47.4K 0.11% 81
2025
Q3 		$552K Hold
6,583
– – 0.09% 86
2025
Q2 		$521K Buy
6,583
+115
+2% +$9.14K 0.09% 88
2025
Q1 		$581K Buy
6,468
+61
+1% +$5.7K 0.11% 78
2024
Q4 		$637K Sell
6,407
-301
-4% -$31K 0.13% 73
2024
Q3 		$762K Buy
6,708
+157
+2% +$18.7K 0.16% 59
2024
Q2 		$811K Hold
6,551
– – 0.19% 53
2024
Q1 		$864K Hold
6,551
– – 0.22% 49
2023
Q4 		$714K Buy
6,551
+91
+1% +$9.45K 0.21% 54
2023
Q3 		$665K Hold
6,460
– – 0.24% 49
2023
Q2 		$745K Buy
6,460
+123
+2% +$14K 0.26% 44
2023
Q1 		$674K Hold
6,337
– – 0.27% 46
2022
Q4 		$703K Sell
6,337
-105
-2% -$10.7K 0.31% 43
2022
Q3 		$555K Buy
6,442
+186
+3% +$16.6K 0.28% 49
2022
Q2 		$570K Sell
6,256
-821
-12% -$72.8K 0.29% 50
2022
Q1 		$581K Buy
7,077
+32
+0.5% +$2.52K 0.26% 57
2021
Q4 		$540K Buy
7,045
+130
+2% +$10.4K 0.23% 64
2021
Q3 		$519K Buy
6,915
+30
+0.4% +$2.28K 0.24% 59
2021
Q2 		$535K Sell
6,885
-1,170
-15% -$87K 0.25% 53
2021
Q1 		$592K Buy
8,055
+560
+7% +$41.3K 0.32% 47
2020
Q4 		$585K Sell
7,495
-869
-10% -$66.5K 0.36% 41
2020
Q3 		$663K Buy
8,364
+38
+0.5% +$2.98K 0.47% 28
2020
Q2 		$614K Hold
8,326
– – 0.49% 27
2020
Q1 		$611K Buy
8,326
+4,937
+146% +$388K 0.6% 24
2019
Q4 		$294K Buy
3,389
+308
+10% +$25.3K 0.24% 47
2019
Q3 		$247K Buy
+3,081
New +$247K 0.23% 53

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

IFG Advisors's MRK Position: Q3 2026 in Review

IFG Advisors reduced its Merck (MRK) stake by 0.66% in Q3 2026, selling an estimated $6.91K and leaving 7,559 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #68.

IFG Advisors first reported a position in MRK in Q3 2019 and has held it in 29 quarters since. 2,664 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • IFG Advisors held 7,559 shares of Merck worth $1.1M as of Q3 2026.
  • IFG Advisors sold 50 Merck shares in Q3 2026, an estimated $6.91K.
  • Merck made up 0.15% of IFG Advisors's portfolio in Q3 2026, its #68 holding.
  • IFG Advisors first reported a position in Merck in Q3 2019 and has held it in 29 quarters since.
  • 2,664 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.