IAG
MRK icon

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
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 $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

Investment Advisory Group's MRK Position: Q1 2026 in Review

Investment Advisory Group increased its Merck (MRK) stake by 2.8% in Q1 2026, buying an estimated $7.04K and bringing the position to 2,211 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #160.

Investment Advisory Group first reported a position in MRK in Q2 2022 and has held it in 14 quarters since. The position peaked at $283K in Q3 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Investment Advisory Group held 2,211 shares of Merck worth $266K as of Q1 2026.
  • Investment Advisory Group bought 61 Merck shares in Q1 2026, an estimated $7.04K.
  • Merck made up 0.07% of Investment Advisory Group's portfolio in Q1 2026, its #160 holding.
  • Investment Advisory Group first reported a position in Merck in Q2 2022 and has held it in 14 quarters since.
  • Investment Advisory Group's Merck position peaked at $283K in Q3 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.