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 Q3	$168K	Buy	1,159 +562	+94%	+$77.7K	0.05%	121
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	+$47.6K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

IFS Advisors's MRK Position: Q3 2026 in Review

IFS Advisors increased its Merck (MRK) stake by 94% in Q3 2026, buying an estimated $77.7K and bringing the position to 1,159 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #121.

IFS Advisors first reported a position in MRK in Q4 2020 and has held it in 21 quarters since. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

IFS Advisors held 1,159 shares of Merck worth $168K as of Q3 2026.
IFS Advisors bought 562 Merck shares in Q3 2026, an estimated $77.7K.
Merck made up 0.05% of IFS Advisors's portfolio in Q3 2026, its #121 holding.
IFS Advisors first reported a position in Merck in Q4 2020 and has held it in 21 quarters since.
2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.