Independent Advisor Alliance’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 | $12M | Buy |
100,036
+1,068
| +1% | +$123K | 0.13% | 146 |
|
|
2025
Q4 | $10.4M | Buy |
98,968
+10,706
| +12% | +$1M | 0.25% | 56 |
|
|
2025
Q3 | $7.41M | Buy |
88,262
+11,288
| +15% | +$930K | 0.19% | 83 |
|
|
2025
Q2 | $6.09M | Buy |
76,974
+12,751
| +20% | +$1.01M | 0.18% | 96 |
|
|
2025
Q1 | $5.76M | Sell |
64,223
-3,124
| -5% | -$292K | 0.19% | 92 |
|
|
2024
Q4 | $6.7M | Buy |
67,347
+1,296
| +2% | +$134K | 0.09% | 216 |
|
|
2024
Q3 | $7.5M | Sell |
66,051
-2,825
| -4% | -$336K | 0.27% | 71 |
|
|
2024
Q2 | $8.53M | Buy |
68,876
+1,070
| +2% | +$138K | 0.29% | 61 |
|
|
2024
Q1 | $8.95M | Buy |
67,806
+3,534
| +5% | +$436K | 0.32% | 60 |
|
|
2023
Q4 | $7.01M | Sell |
64,272
-11,695
| -15% | -$1.21M | 0.25% | 74 |
|
|
2023
Q3 | $7.82M | Sell |
75,967
-3,711
| -5% | -$400K | 0.35% | 56 |
|
|
2023
Q2 | $9.19M | Buy |
79,678
+5,171
| +7% | +$587K | 0.41% | 51 |
|
|
2023
Q1 | $7.93M | Buy |
74,507
+856
| +1% | +$92.4K | 0.38% | 58 |
|
|
2022
Q4 | $8.17K | Buy |
73,651
+11,670
| +19% | +$1.19M | ﹤0.01% | 174 |
|
|
2022
Q3 | $5.34M | Buy |
61,981
+3,918
| +7% | +$350K | 0.31% | 76 |
|
|
2022
Q2 | $5.29M | Buy |
58,063
+3,821
| +7% | +$339K | 0.3% | 76 |
|
|
2022
Q1 | $4.45M | Buy |
54,242
+444
| +0.8% | +$35K | 0.21% | 94 |
|
|
2021
Q4 | $4.12M | Buy |
53,798
+536
| +1% | +$42.7K | 0.2% | 97 |
|
|
2021
Q3 | $4M | Buy |
53,262
+4,829
| +10% | +$367K | 0.22% | 95 |
|
|
2021
Q2 | $3.77M | Buy |
48,433
+8,018
| +20% | +$596K | 0.21% | 109 |
|
|
2021
Q1 | $2.97M | Sell |
40,415
-1,927
| -5% | -$142K | 0.18% | 118 |
|
|
2020
Q4 | $3.31M | Sell |
42,342
-1,115
| -3% | -$85.3K | 0.22% | 100 |
|
|
2020
Q3 | $3.44M | Buy |
43,457
+4,669
| +12% | +$366K | 0.26% | 89 |
|
|
2020
Q2 | $2.86M | Sell |
38,788
-6,355
| -14% | -$478K | 0.31% | 68 |
|
|
2020
Q1 | $3.31M | Buy |
45,143
+881
| +2% | +$69.2K | 0.48% | 46 |
|
|
2019
Q4 | $3.84M | Buy |
44,262
+5,501
| +14% | +$452K | 0.17% | 134 |
|
|
2019
Q3 | $3.11M | Buy |
38,761
+185
| +0.5% | +$14.8K | 0.38% | 59 |
|
|
2019
Q2 | $2.84M | Sell |
38,576
-7,041
| -15% | -$539K | 0.41% | 51 |
|
|
2019
Q1 | $3.62M | Buy |
45,617
+12,543
| +38% | +$938K | 0.51% | 47 |
|
|
2018
Q4 | $2.41M | Buy |
33,074
+7,220
| +28% | +$510K | 0.43% | 51 |
|
|
2018
Q3 | $1.75M | Buy |
25,854
+1,300
| +5% | +$82.8K | 0.31% | 79 |
|
|
2018
Q2 | $1.41M | Buy |
24,554
+314
| +1% | +$17.7K | 0.29% | 83 |
|
|
2018
Q1 | $1.23M | Sell |
24,240
-12,712
| -34% | -$687K | 0.27% | 89 |
|
|
2017
Q4 | $2M | Buy |
36,952
+2,519
| +7% | +$140K | 0.45% | 56 |
|
|
2017
Q3 | $2.11M | Buy |
34,433
+3,040
| +10% | +$184K | 0.58% | 43 |
|
|
2017
Q2 | $1.88M | Sell |
31,393
-2,497
| -7% | -$152K | 0.6% | 43 |
|
|
2017
Q1 | $2.06M | Buy |
33,890
+15,423
| +84% | +$936K | 0.33% | 82 |
|
|
2016
Q4 | $1.1M | Buy |
+18,467
| New | +$1.08M | 0.47% | 68 |
|
Other funds holding MRK
VCM
VPM
Independent Advisor Alliance's MRK Position: Q1 2026 in Review
Independent Advisor Alliance increased its Merck (MRK) stake by 1.1% in Q1 2026, buying an estimated $123K and bringing the position to 100,036 shares worth $12M. The position accounts for 0.13% of the portfolio, ranked #146.
Independent Advisor Alliance first reported a position in MRK in Q4 2016 and has held it in 38 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Independent Advisor Alliance held 100,036 shares of Merck worth $12M as of Q1 2026.
- Independent Advisor Alliance bought 1,068 Merck shares in Q1 2026, an estimated $123K.
- Merck made up 0.13% of Independent Advisor Alliance's portfolio in Q1 2026, its #146 holding.
- Independent Advisor Alliance first reported a position in Merck in Q4 2016 and has held it in 38 quarters since.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.