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Safeguard Investment Advisory Group’s Merck MRK Stock Holding History

Safeguard 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 		$280K Sell
2,324
-64
-3% -$7.39K 0.08% 102
2025
Q4 		$251K Buy
+2,388
New +$224K 0.06% 112
2025
Q2 		– Sell
-3,302
Closed -$297K – 150
2025
Q1 		$297K Buy
+3,302
New +$308K 0.08% 100
2024
Q4 		– Sell
-1,810
Closed -$205K – 124
2024
Q3 		$205K Buy
+1,810
New +$215K 0.06% 112
2021
Q1 		– Sell
-646
Closed -$50K – 465
2020
Q4 		$50K Buy
+646
New +$49.4K 0.04% 199

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

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

Safeguard Investment Advisory Group reduced its Merck (MRK) stake by 2.7% in Q1 2026, selling an estimated $7.39K and leaving 2,324 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #102.

Safeguard Investment Advisory Group first reported a position in MRK in Q4 2020 and has held it in 5 quarters since. The position peaked at $297K in Q1 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Safeguard Investment Advisory Group held 2,324 shares of Merck worth $280K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 64 Merck shares in Q1 2026, an estimated $7.39K.
  • Merck made up 0.08% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #102 holding.
  • Safeguard Investment Advisory Group first reported a position in Merck in Q4 2020 and has held it in 5 quarters since.
  • Safeguard Investment Advisory Group's Merck position peaked at $297K in Q1 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.