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Investor's Fiduciary Advisor Network’s Merck MRK Stock Holding History

Investor's Fiduciary Advisor Network’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 		$3.97M Sell
33,042
-403
-1% -$46.5K 1.22% 15
2025
Q4 		$3.52M Buy
33,445
+583
+2% +$54.7K 0.76% 28
2025
Q3 		$2.76M Sell
32,862
-223
-0.7% -$18.4K 0.93% 22
2025
Q2 		$2.62M Buy
33,085
+5,511
+20% +$438K 0.97% 22
2025
Q1 		$2.48M Sell
27,574
-6,572
-19% -$614K 1.17% 20
2024
Q4 		$3.4M Buy
+34,146
New +$3.52M 1.3% 16

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

Investor's Fiduciary Advisor Network's MRK Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Merck (MRK) stake by 1.2% in Q1 2026, selling an estimated $46.5K and leaving 33,042 shares worth $3.97M. The position accounts for 1.22% of the portfolio, ranked #15.

Investor's Fiduciary Advisor Network first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 33,042 shares of Merck worth $3.97M as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 403 Merck shares in Q1 2026, an estimated $46.5K.
  • Merck made up 1.22% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #15 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.