Summit Asset Management’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 | $939K | Buy |
7,305
+864
| +13% | +$101K | 0.12% | 79 |
|
|
2026
Q1 | $775K | Hold |
6,441
| – | – | 0.11% | 84 |
|
|
2025
Q4 | $678K | Buy |
6,441
+73
| +1% | +$6.85K | 0.1% | 89 |
|
|
2025
Q3 | $534K | Hold |
6,368
| – | – | 0.08% | 103 |
|
|
2025
Q2 | $504K | Sell |
6,368
-200
| -3% | -$15.9K | 0.08% | 103 |
|
|
2025
Q1 | $590K | Hold |
6,568
| – | – | 0.1% | 93 |
|
|
2024
Q4 | $653K | Hold |
6,568
| – | – | 0.11% | 86 |
|
|
2024
Q3 | $746K | Hold |
6,568
| – | – | 0.14% | 78 |
|
|
2024
Q2 | $813K | Buy |
6,568
+1,057
| +19% | +$136K | 0.17% | 69 |
|
|
2024
Q1 | $727K | Hold |
5,511
| – | – | 0.16% | 69 |
|
|
2023
Q4 | $601K | Sell |
5,511
-393
| -7% | -$40.8K | 0.14% | 76 |
|
|
2023
Q3 | $608K | Buy |
5,904
+230
| +4% | +$24.8K | 0.17% | 70 |
|
|
2023
Q2 | $655K | Hold |
5,674
| – | – | 0.17% | 66 |
|
|
2023
Q1 | $604K | Buy |
5,674
+304
| +6% | +$32.8K | 0.17% | 70 |
|
|
2022
Q4 | $596K | Sell |
5,370
-133
| -2% | -$13.6K | 0.17% | 72 |
|
|
2022
Q3 | $474K | Buy |
5,503
+50
| +0.9% | +$4.46K | 0.15% | 81 |
|
|
2022
Q2 | $497K | Buy |
5,453
+50
| +0.9% | +$4.43K | 0.15% | 81 |
|
|
2022
Q1 | $443K | Buy |
5,403
+290
| +6% | +$22.9K | 0.13% | 95 |
|
|
2021
Q4 | $392K | Buy |
5,113
+101
| +2% | +$8.04K | 0.11% | 108 |
|
|
2021
Q3 | $376K | Buy |
5,012
+55
| +1% | +$4.18K | 0.12% | 103 |
|
|
2021
Q2 | $386K | Sell |
4,957
-366
| -7% | -$27.2K | 0.12% | 103 |
|
|
2021
Q1 | $392K | Sell |
5,323
-77
| -1% | -$5.68K | 0.13% | 95 |
|
|
2020
Q4 | $422K | Buy |
5,400
+189
| +4% | +$14.5K | 0.15% | 81 |
|
|
2020
Q3 | $412K | Buy |
5,211
+2,241
| +75% | +$176K | 0.17% | 73 |
|
|
2020
Q2 | $219K | Buy |
2,970
+153
| +5% | +$11.5K | 0.1% | 115 |
|
|
2020
Q1 | $207K | Sell |
2,817
-314
| -10% | -$24.7K | 0.11% | 103 |
|
|
2019
Q4 | $272K | Buy |
3,131
+209
| +7% | +$17.2K | 0.12% | 97 |
|
|
2019
Q3 | $235K | Hold |
2,922
| – | – | 0.11% | 99 |
|
|
2019
Q2 | $234K | Buy |
2,922
+21
| +0.7% | +$1.61K | 0.11% | 99 |
|
|
2019
Q1 | $230K | Hold |
2,901
| – | – | 0.11% | 96 |
|
|
2018
Q4 | $212K | Sell |
2,901
-68
| -2% | -$4.8K | 0.12% | 96 |
|
|
2018
Q3 | $201K | Buy |
+2,969
| New | +$189K | 0.09% | 114 |
|
Other funds holding MRK
Summit Asset Management's MRK Position: Q2 2026 in Review
Summit Asset Management increased its Merck (MRK) stake by 13% in Q2 2026, buying an estimated $101K and bringing the position to 7,305 shares worth $939K. The position accounts for 0.12% of the portfolio, ranked #79.
Summit Asset Management first reported a position in MRK in Q3 2018 and has held it in 32 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Summit Asset Management held 7,305 shares of Merck worth $939K as of Q2 2026.
- Summit Asset Management bought 864 Merck shares in Q2 2026, an estimated $101K.
- Merck made up 0.12% of Summit Asset Management's portfolio in Q2 2026, its #79 holding.
- Summit Asset Management first reported a position in Merck in Q3 2018 and has held it in 32 quarters since.
- 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.