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Summit Financial Wealth Advisors’s Merck MRK Stock Holding History

Summit Financial Wealth Advisors’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 		$1.36M Buy
10,611
+754
+8% +$88.3K 0.17% 71
2026
Q1 		$1.19M Sell
9,857
-6
-0.1% -$693 0.17% 69
2025
Q4 		$1.04M Sell
9,863
-161
-2% -$15.1K 0.15% 76
2025
Q3 		$903K Buy
10,024
+345
+4% +$28.4K 0.14% 70
2025
Q2 		$766K Buy
9,679
+872
+10% +$69.3K 0.14% 72
2025
Q1 		$790K Sell
8,807
-767
-8% -$71.6K 0.16% 67
2024
Q4 		$955K Sell
9,574
-62,998
-87% -$6.49M 0.19% 62
2024
Q3 		$8.24M Buy
72,572
+762
+1% +$90.5K 1.55% 22
2024
Q2 		$8.89M Sell
71,810
-2,175
-3% -$280K 1.8% 17
2024
Q1 		$9.76M Buy
73,985
+1,605
+2% +$198K 1.98% 14
2023
Q4 		$7.89M Sell
72,380
-316
-0.4% -$32.8K 1.79% 18
2023
Q3 		$7.56M Sell
72,696
-1,182
-2% -$127K 1.86% 16
2023
Q2 		$8.52M Sell
73,878
-3,242
-4% -$368K 1.97% 16
2023
Q1 		$8.2M Sell
77,120
-79
-0.1% -$8.53K 1.95% 16
2022
Q4 		$8.57M Buy
77,199
+57
+0.1% +$5.83K 2.07% 15
2022
Q3 		$7.69M Buy
77,142
+3,642
+5% +$325K 2.21% 15
2022
Q2 		$6.65M Buy
73,500
+1,633
+2% +$145K 1.59% 23
2022
Q1 		$5.9M Buy
71,867
+4,540
+7% +$358K 1.19% 30
2021
Q4 		$5.18M Buy
67,327
+6,882
+11% +$548K 1% 29
2021
Q3 		$4.54M Buy
60,445
+5,160
+9% +$392K 1.03% 29
2021
Q2 		$4.3M Buy
55,285
+797
+1% +$59.3K 0.97% 29
2021
Q1 		$4.25M Buy
54,488
+2,022
+4% +$149K 1.08% 27
2020
Q4 		$4.15M Sell
52,466
-4,459
-8% -$341K 1.13% 26
2020
Q3 		$4.17M Sell
56,925
-456
-0.8% -$35.7K 1.11% 26
2020
Q2 		$4.27M Buy
57,381
+2,610
+5% +$196K 1.14% 26
2020
Q1 		$4.2M Buy
54,771
+574
+1% +$45.1K 1.32% 23
2019
Q4 		$4.45M Buy
54,197
+409
+0.8% +$33.6K 1.08% 28
2019
Q3 		$4.33M Buy
53,788
+7,629
+17% +$611K 1.06% 26
2019
Q2 		$3.69M Buy
46,159
+10,423
+29% +$798K 0.9% 31
2019
Q1 		$2.84M Buy
35,736
+986
+3% +$73.7K 0.75% 42
2018
Q4 		$2.53M Buy
34,750
+3,518
+11% +$248K 0.82% 37
2018
Q3 		$2.07M Buy
31,232
+7,487
+32% +$477K 0.62% 47
2018
Q2 		$1.23M Sell
23,745
-1,121
-5% -$63.2K 0.41% 57
2018
Q1 		$1.29M Buy
24,866
+3,977
+19% +$215K 0.42% 56
2017
Q4 		$1.12M Buy
20,889
+1,363
+7% +$75.6K 0.39% 61
2017
Q3 		$1.19M Buy
19,526
+2,323
+14% +$141K 0.43% 60
2017
Q2 		$1.05M Buy
17,203
+4,887
+40% +$297K 0.42% 62
2017
Q1 		$747K Sell
12,316
-443
-3% -$26.9K 0.33% 74
2016
Q4 		$717K Buy
12,759
+90
+0.7% +$5.27K 0.32% 77
2016
Q3 		$754K Buy
12,669
+263
+2% +$15.4K 0.33% 68
2016
Q2 		$682K Buy
12,406
+4,258
+52% +$227K 0.28% 78
2016
Q1 		$411K Buy
8,148
+1,110
+16% +$54.4K 0.18% 100
2015
Q4 		$355K Buy
7,038
+4,135
+142% +$208K 0.16% 98
2015
Q3 		$136K Hold
2,903
– – 0.09% 92
2015
Q2 		$157K Hold
2,903
– – 0.1% 91
2015
Q1 		$164K Hold
2,903
– – 0.11% 75
2014
Q4 		$157K Buy
+2,903
New +$162K 0.11% 76

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Summit Financial Wealth Advisors's MRK Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Merck (MRK) stake by 7.6% in Q2 2026, buying an estimated $88.3K and bringing the position to 10,611 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #71.

Summit Financial Wealth Advisors first reported a position in MRK in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.76M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Summit Financial Wealth Advisors held 10,611 shares of Merck worth $1.36M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 754 Merck shares in Q2 2026, an estimated $88.3K.
  • Merck made up 0.17% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Summit Financial Wealth Advisors first reported a position in Merck in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's Merck position peaked at $9.76M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.