IAG
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Investment Advisory Group’s Merck MRK Stock Holding History

Investment 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 		$285K Buy
2,216
+5
+0.2% +$585 0.06% 169
2026
Q1 		$266K Buy
2,211
+61
+3% +$7.04K 0.07% 160
2025
Q4 		$226K Buy
+2,150
New +$202K 0.06% 178
2025
Q2 		– Sell
-2,482
Closed -$223K – 178
2025
Q1 		$223K Sell
2,482
-36
-1% -$3.36K 0.07% 153
2024
Q4 		$250K Buy
2,518
+25
+1% +$2.58K 0.08% 143
2024
Q3 		$283K Buy
2,493
+413
+20% +$49.1K 0.1% 134
2024
Q2 		$258K Sell
2,080
-13
-0.6% -$1.68K 0.1% 133
2024
Q1 		$276K Buy
2,093
+30
+1% +$3.7K 0.11% 124
2023
Q4 		$225K Sell
2,063
-276
-12% -$28.6K 0.1% 135
2023
Q3 		$241K Buy
2,339
+4
+0.2% +$431 0.13% 116
2023
Q2 		$269K Hold
2,335
– – 0.14% 111
2023
Q1 		$248K Sell
2,335
-63
-3% -$6.8K 0.14% 118
2022
Q4 		$266K Hold
2,398
– – 0.16% 108
2022
Q3 		$207K Hold
2,398
– – 0.14% 117
2022
Q2 		$218K Buy
+2,398
New +$213K 0.15% 112

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

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

Investment Advisory Group increased its Merck (MRK) stake by 0.23% in Q2 2026, buying an estimated $585 and bringing the position to 2,216 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #169.

Investment Advisory Group first reported a position in MRK in Q2 2022 and has held it in 15 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Investment Advisory Group held 2,216 shares of Merck worth $285K as of Q2 2026.
  • Investment Advisory Group bought 5 Merck shares in Q2 2026, an estimated $585.
  • Merck made up 0.06% of Investment Advisory Group's portfolio in Q2 2026, its #169 holding.
  • Investment Advisory Group first reported a position in Merck in Q2 2022 and has held it in 15 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.