Investmark Advisory Group’s Merck MRK Stock Holding History

Investmark Advisory Group’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	–	Sell	-1,873	Closed	-$225K	–	152
2026 Q1	$225K	Buy	+1,873	New	+$216K	0.1%	127
2024 Q1	–	Sell	-9,945	Closed	-$1.08M	–	120
2023 Q4	$1.08M	Buy	+9,945	New	+$1.03M	0.64%	41
2022 Q1	–	Sell	-422	Closed	-$32K	–	271
2021 Q4	$32K	Buy	+422	New	+$33.6K	0.03%	182

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investmark Advisory Group's MRK Position: Q2 2026 in Review

Investmark Advisory Group sold out of Merck (MRK) in Q2 2026, closing a stake of 1,873 shares — an estimated $225K sold.

Investmark Advisory Group first reported a position in MRK in Q4 2021 and held it in 3 quarters. The position peaked at $1.08M in Q4 2023. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Investmark Advisory Group reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Investmark Advisory Group sold 1,873 Merck shares in Q2 2026, an estimated $225K.
Investmark Advisory Group first reported a position in Merck in Q4 2021 and held it in 3 quarters.
Investmark Advisory Group's Merck position peaked at $1.08M in Q4 2023.
3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.