IWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IMG Wealth Management's MRK Position: Q1 2026 in Review

IMG Wealth Management reduced its Merck (MRK) stake by 12% in Q1 2026, selling an estimated $4.85K and leaving 320 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #189.

IMG Wealth Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $200K in Q4 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • IMG Wealth Management held 320 shares of Merck worth $38.4K as of Q1 2026.
  • IMG Wealth Management sold 42 Merck shares in Q1 2026, an estimated $4.85K.
  • Merck made up 0.02% of IMG Wealth Management's portfolio in Q1 2026, its #189 holding.
  • IMG Wealth Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Merck position peaked at $200K in Q4 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.