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IFS Advisors’s Merck MRK Stock Holding History

IFS 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 		$76.7K Hold
597
– – 0.04% 49
2026
Q1 		$71.8K Hold
597
– – 0.04% 46
2025
Q4 		$62.8K Hold
597
– – 0.03% 41
2025
Q3 		$50.1K Hold
597
– – 0.03% 46
2025
Q2 		$47.3K Sell
597
-279
-32% -$22.2K 0.04% 41
2025
Q1 		$78.6K Buy
876
+79
+10% +$7.38K 0.06% 36
2024
Q4 		$79.3K Buy
797
+200
+34% +$20.6K 0.06% 28
2024
Q3 		$67.8K Hold
597
– – 0.05% 25
2024
Q2 		$73.9K Hold
597
– – 0.06% 22
2024
Q1 		$78.8K Hold
597
– – 0.07% 20
2023
Q4 		$65.1K Hold
597
– – 0.08% 21
2023
Q3 		$61.5K Hold
597
– – 0.11% 21
2023
Q2 		$68.9K Hold
597
– – 0.17% 17
2023
Q1 		$63.5K Hold
597
– – 0.26% 18
2022
Q4 		$66.2K Hold
597
– – 0.11% 19
2022
Q3 		$51K Hold
597
– – 0.09% 22
2022
Q2 		$54K Hold
597
– – 0.14% 23
2022
Q1 		$48K Hold
597
– – 0.04% 24
2021
Q4 		$45K Buy
+597
New +$47.5K 0.03% 36
2021
Q1 		– Sell
-626
Closed -$48K – 102
2020
Q4 		$48K Buy
+626
New +$47.9K 0.04% 46

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 $3.37T AUM 44.26% 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

IFS Advisors's MRK Position: Q2 2026 in Review

IFS Advisors held its Merck (MRK) position steady in Q2 2026 at 597 shares worth $76.7K. The position accounts for 0.04% of the portfolio, ranked #49.

IFS Advisors first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. The position peaked at $79.3K in Q4 2024. 3,832 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • IFS Advisors held 597 shares of Merck worth $76.7K as of Q2 2026.
  • IFS Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.04% of IFS Advisors's portfolio in Q2 2026, its #49 holding.
  • IFS Advisors first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
  • IFS Advisors's Merck position peaked at $79.3K in Q4 2024.
  • 3,832 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.