Summa Corp’s Merck MRK Stock Holding History

Summa Corp’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	$645K	Hold	5,360	–	–	0.27%	43
2025 Q4	$564K	Buy	5,360 +480	+10%	+$45.1K	0.24%	48
2025 Q3	$410K	Sell	4,880 -480	-9%	-$39.5K	0.18%	55
2025 Q2	$424K	Buy	5,360 +480	+10%	+$38.2K	0.22%	49
2025 Q1	$438K	Sell	4,880 -200	-4%	-$18.7K	0.25%	43
2024 Q4	$506K	Buy	+5,080	New	+$524K	0.25%	35

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summa Corp's MRK Position: Q1 2026 in Review

Summa Corp held its Merck (MRK) position steady in Q1 2026 at 5,360 shares worth $645K. The position accounts for 0.27% of the portfolio, ranked #43.

Summa Corp 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.

Summa Corp held 5,360 shares of Merck worth $645K as of Q1 2026.
Summa Corp left its Merck share count unchanged in Q1 2026.
Merck made up 0.27% of Summa Corp's portfolio in Q1 2026, its #43 holding.
Summa Corp 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 Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.