Sumitomo Mitsui Financial Group’s Merck MRK Stock Holding History

Sumitomo Mitsui Financial 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 Q2	$296K	Buy	2,300 +300	+15%	+$35.1K	0.01%	145
2026 Q1	$241K	Buy	+2,000	New	+$231K	﹤0.01%	132
2022 Q2	–	Sell	-210	Closed	-$17K	–	208
2022 Q1	$17K	Buy	+210	New	+$16.6K	﹤0.01%	190
2020 Q4	–	Sell	-1,358	Closed	-$106K	–	164
2020 Q3	$106K	Buy	+1,358	New	+$106K	﹤0.01%	128
2020 Q1	–	Sell	-4,192	Closed	-$366K	–	145
2019 Q4	$366K	Buy	+4,192	New	+$344K	0.03%	92
2019 Q2	–	Sell	-8,384	Closed	-$661K	–	127
2019 Q1	$661K	Buy	+8,384	New	+$627K	0.06%	69
2017 Q3	–	Sell	-52	Closed	-$3K	–	119
2017 Q2	$3K	Buy	+52	New	+$3.17K	﹤0.01%	110

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sumitomo Mitsui Financial Group's MRK Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its Merck (MRK) stake by 15% in Q2 2026, buying an estimated $35.1K and bringing the position to 2,300 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #145.

Sumitomo Mitsui Financial Group first reported a position in MRK in Q2 2017 and has held it in 7 quarters since. The position peaked at $661K in Q1 2019. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Sumitomo Mitsui Financial Group held 2,300 shares of Merck worth $296K as of Q2 2026.
Sumitomo Mitsui Financial Group bought 300 Merck shares in Q2 2026, an estimated $35.1K.
Merck made up 0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #145 holding.
Sumitomo Mitsui Financial Group first reported a position in Merck in Q2 2017 and has held it in 7 quarters since.
Sumitomo Mitsui Financial Group's Merck position peaked at $661K in Q1 2019.
3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.