IMA Advisory Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.37M | Sell |
19,570
-1,095
| -5% | -$126K | 0.23% | 85 |
|
|
2025
Q4 | $2.19M | Sell |
20,665
-365
| -2% | -$34.3K | 0.21% | 88 |
|
|
2025
Q3 | $1.78M | Buy |
21,030
+26
| +0.1% | +$2.14K | 0.18% | 91 |
|
|
2025
Q2 | $1.68M | Buy |
21,004
+1,366
| +7% | +$109K | 0.18% | 89 |
|
|
2025
Q1 | $1.78M | Sell |
19,638
-893
| -4% | -$83.4K | 0.21% | 80 |
|
|
2024
Q4 | $2.06M | Sell |
20,531
-323
| -2% | -$33.3K | 0.25% | 77 |
|
|
2024
Q3 | $2.38M | Buy |
20,854
+25
| +0.1% | +$2.97K | 0.52% | 56 |
|
|
2024
Q2 | $2.58M | Sell |
20,829
-308
| -1% | -$39.7K | 1.14% | 28 |
|
|
2024
Q1 | $2.79M | Sell |
21,137
-5,227
| -20% | -$644K | 1.32% | 25 |
|
|
2023
Q4 | $2.87M | Sell |
26,364
-2,569
| -9% | -$267K | 1.44% | 24 |
|
|
2023
Q3 | $2.98M | Sell |
28,933
-709
| -2% | -$76.4K | 0.77% | 41 |
|
|
2023
Q2 | $3.42M | Sell |
29,642
-208
| -0.7% | -$23.6K | 0.88% | 35 |
|
|
2023
Q1 | $3.18M | Sell |
29,850
-2,286
| -7% | -$247K | 0.82% | 33 |
|
|
2022
Q4 | $3.57M | Sell |
32,136
-862
| -3% | -$88.1K | 0.94% | 20 |
|
|
2022
Q3 | $2.84M | Sell |
32,998
-637
| -2% | -$56.9K | 0.76% | 38 |
|
|
2022
Q2 | $3.07M | Sell |
33,635
-1,443
| -4% | -$128K | 0.75% | 35 |
|
|
2022
Q1 | $2.88M | Buy |
35,078
+497
| +1% | +$39.2K | 0.66% | 48 |
|
|
2021
Q4 | $2.65M | Sell |
34,581
-2,327
| -6% | -$185K | 0.59% | 57 |
|
|
2021
Q3 | $2.77M | Sell |
36,908
-34
| -0.1% | -$2.59K | 0.65% | 51 |
|
|
2021
Q2 | $2.87M | Sell |
36,942
-1,739
| -4% | -$129K | 0.67% | 50 |
|
|
2021
Q1 | $2.85M | Buy |
38,681
+38,461
| +17,482% | +$2.84M | 0.7% | 52 |
|
|
2020
Q4 | $17K | Buy |
220
+207
| +1,592% | +$15.8K | ﹤0.01% | 195 |
|
|
2020
Q3 | $1K | Buy |
+13
| New | +$1.02K | ﹤0.01% | 283 |
|
|
2020
Q1 | – | Sell |
-74
| Closed | -$6K | – | 278 |
|
|
2019
Q4 | $6K | Hold |
74
| – | – | ﹤0.01% | 244 |
|
|
2019
Q3 | $6K | Buy |
+74
| New | +$5.93K | ﹤0.01% | 237 |
|
|
2019
Q2 | – | Sell |
-105
| Closed | -$8K | – | 298 |
|
|
2019
Q1 | $8K | Buy |
105
+26
| +33% | +$1.95K | ﹤0.01% | 215 |
|
|
2018
Q4 | $6K | Sell |
79
-8
| -9% | -$565 | ﹤0.01% | 238 |
|
|
2018
Q3 | $6K | Buy |
87
+8
| +10% | +$510 | ﹤0.01% | 248 |
|
|
2018
Q2 | $5K | Buy |
+79
| New | +$4.46K | ﹤0.01% | 317 |
|
Other funds holding MRK
VCM
VPM
IMA Advisory Services's MRK Position: Q1 2026 in Review
IMA Advisory Services reduced its Merck (MRK) stake by 5.3% in Q1 2026, selling an estimated $126K and leaving 19,570 shares worth $2.37M. The position accounts for 0.23% of the portfolio, ranked #85.
IMA Advisory Services first reported a position in MRK in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.57M in Q4 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- IMA Advisory Services held 19,570 shares of Merck worth $2.37M as of Q1 2026.
- IMA Advisory Services sold 1,095 Merck shares in Q1 2026, an estimated $126K.
- Merck made up 0.23% of IMA Advisory Services's portfolio in Q1 2026, its #85 holding.
- IMA Advisory Services first reported a position in Merck in Q2 2018 and has held it in 29 quarters since.
- IMA Advisory Services's Merck position peaked at $3.57M in Q4 2022.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.