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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFS Advisors's MRK Position: Q1 2026 in Review

IFS Advisors held its Merck (MRK) position steady in Q1 2026 at 597 shares worth $71.8K. The position accounts for 0.04% of the portfolio, ranked #46.

IFS Advisors first reported a position in MRK in Q4 2020 and has held it in 19 quarters since. The position peaked at $79.3K in Q4 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

IFS Advisors held 597 shares of Merck worth $71.8K as of Q1 2026.
IFS Advisors left its Merck share count unchanged in Q1 2026.
Merck made up 0.04% of IFS Advisors's portfolio in Q1 2026, its #46 holding.
IFS Advisors first reported a position in Merck in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Merck position peaked at $79.3K in Q4 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.