Investment Advisory Services’s Merck MRK Stock Holding History

Investment Advisory Services’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	$959K	Buy	7,465 +84	+1%	+$9.83K	0.28%	59
2026 Q1	$888K	Buy	7,381 +155	+2%	+$17.9K	0.28%	57
2025 Q4	$761K	Buy	7,226 +14	+0.2%	+$1.31K	0.24%	66
2025 Q3	$605K	Buy	7,212 +165	+2%	+$13.6K	0.19%	73
2025 Q2	$558K	Buy	7,047 +23	+0.3%	+$1.83K	0.19%	74
2025 Q1	$630K	Buy	7,024 +21	+0.3%	+$1.96K	0.23%	67
2024 Q4	$697K	Sell	7,003 -273	-4%	-$28.1K	0.25%	60
2024 Q3	$826K	Buy	7,276 +101	+1%	+$12K	0.29%	58
2024 Q2	$888K	Buy	7,175 +619	+9%	+$79.7K	0.33%	57
2024 Q1	$865K	Buy	6,556 +558	+9%	+$68.8K	0.32%	59
2023 Q4	$654K	Sell	5,998 -190	-3%	-$19.7K	0.26%	65
2023 Q3	$637K	Sell	6,188 -180	-3%	-$19.4K	0.27%	66
2023 Q2	$735K	Buy	6,368 +1,404	+28%	+$159K	0.31%	62
2023 Q1	$528K	Buy	4,964 +264	+6%	+$28.5K	0.26%	67
2022 Q4	$551K	Sell	4,700 -970	-17%	-$99.2K	0.28%	66
2022 Q3	$488K	Hold	5,670	–	–	0.29%	63
2022 Q2	$517K	Hold	5,670	–	–	0.3%	63
2022 Q1	$465K	Sell	5,670 -1,000	-15%	-$78.8K	0.26%	73
2021 Q4	$511K	Buy	6,670 +3,000	+82%	+$239K	0.28%	66
2021 Q3	$276K	Hold	3,670	–	–	0.17%	85
2021 Q2	$285K	Buy	+3,670	New	+$273K	0.18%	82
2020 Q4	$300K	Hold	3,846	–	–	0.21%	75
2020 Q3	$304K	Hold	3,846	–	–	0.24%	70
2020 Q2	$284K	Hold	3,846	–	–	0.24%	70
2020 Q1	$282K	Hold	3,846	–	–	0.3%	57
2019 Q4	$334K	Buy	+3,846	New	+$316K	0.3%	53

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Investment Advisory Services increased its Merck (MRK) stake by 1.1% in Q2 2026, buying an estimated $9.83K and bringing the position to 7,465 shares worth $959K. The position accounts for 0.28% of the portfolio, ranked #59.

Investment Advisory Services first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Investment Advisory Services held 7,465 shares of Merck worth $959K as of Q2 2026.
Investment Advisory Services bought 84 Merck shares in Q2 2026, an estimated $9.83K.
Merck made up 0.28% of Investment Advisory Services's portfolio in Q2 2026, its #59 holding.
Investment Advisory Services first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.