Investment Research & Advisory Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$315K Sell
2,399
-3,822
-61% -$447K 0.1% 68
2026
Q1
$756K Sell
6,221
-524
-8% -$60.5K 0.26% 53
2025
Q4
$716K Buy
6,745
+170
+3% +$16K 0.24% 53
2025
Q3
$556K Buy
6,575
+62
+1% +$5.11K 0.19% 55
2025
Q2
$516K Buy
6,513
+3,715
+133% +$295K 0.19% 55
2025
Q1
$251K Buy
2,798
+336
+14% +$31.4K 0.1% 64
2024
Q4
$245K Hold
2,462
0.1% 60
2024
Q3
$280K Hold
2,462
0.12% 60
2024
Q2
$305K Hold
2,462
0.14% 59
2024
Q1
$325K Hold
2,462
0.15% 58
2023
Q4
$268K Hold
2,462
0.14% 60
2023
Q3
$253K Hold
2,462
0.14% 60
2023
Q2
$284K Hold
2,462
0.16% 58
2023
Q1
$262K Hold
2,462
0.17% 58
2022
Q4
$273K Hold
2,462
0.18% 55
2022
Q3
$212K Sell
2,462
-291
-11% -$26K 0.16% 59
2022
Q2
$251K Buy
2,753
+291
+12% +$25.8K 0.18% 57
2022
Q1
$202K Hold
2,462
0.13% 62
2021
Q4
$189K Hold
2,462
0.11% 63
2021
Q3
$186K Sell
2,462
-41
-2% -$3.12K 0.12% 62
2021
Q2
$195K Sell
2,503
-77
-3% -$5.73K 0.13% 64
2021
Q1
$190K Hold
2,580
0.14% 57
2020
Q4
$201K Hold
2,580
0.15% 56
2020
Q3
$204K Hold
2,580
0.17% 57
2020
Q2
$189K Buy
2,580
+388
+18% +$29.2K 0.17% 55
2020
Q1
$161K Buy
2,192
+363
+20% +$28.5K 0.15% 51
2019
Q4
$159K Buy
+1,829
New +$150K 0.15% 54

Other funds holding MRK

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

Investment Research & Advisory Group reduced its Merck (MRK) stake by 61% in Q2 2026, selling an estimated $447K and leaving 2,399 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #68.

Investment Research & Advisory Group first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $756K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Investment Research & Advisory Group held 2,399 shares of Merck worth $315K as of Q2 2026.
  • Investment Research & Advisory Group sold 3,822 Merck shares in Q2 2026, an estimated $447K.
  • Merck made up 0.1% of Investment Research & Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Investment Research & Advisory Group first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Merck position peaked at $756K in Q1 2026.
  • 1,591 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.