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IMG Wealth Management’s Merck MRK Stock Holding History

IMG Wealth Management’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 		$53.7K Buy
418
+98
+31% +$11.5K 0.03% 183
2026
Q1 		$38.4K Sell
320
-42
-12% -$4.85K 0.02% 189
2025
Q4 		$38.1K Buy
362
+20
+6% +$1.88K 0.02% 184
2025
Q3 		$28.7K Hold
342
– – 0.02% 180
2025
Q2 		$27K Sell
342
-1,559
-82% -$124K 0.02% 180
2025
Q1 		$171K Sell
1,901
-109
-5% -$10.2K 0.15% 77
2024
Q4 		$200K Buy
+2,010
New +$207K 0.19% 69

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

IMG Wealth Management's MRK Position: Q2 2026 in Review

IMG Wealth Management increased its Merck (MRK) stake by 31% in Q2 2026, buying an estimated $11.5K and bringing the position to 418 shares worth $53.7K. The position accounts for 0.03% of the portfolio, ranked #183.

IMG Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q4 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • IMG Wealth Management held 418 shares of Merck worth $53.7K as of Q2 2026.
  • IMG Wealth Management bought 98 Merck shares in Q2 2026, an estimated $11.5K.
  • Merck made up 0.03% of IMG Wealth Management's portfolio in Q2 2026, its #183 holding.
  • IMG Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Merck position peaked at $200K in Q4 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.