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Summit Financial’s Merck MRK Stock Holding History

Summit Financial’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 		$19.9M Buy
153,789
+5,356
+4% +$627K 0.22% 87
2026
Q1 		$18M Buy
148,433
+10,688
+8% +$1.23M 0.23% 83
2025
Q4 		$14.6M Buy
137,745
+17,528
+15% +$1.65M 0.21% 91
2025
Q3 		$10.1M Buy
120,217
+1,688
+1% +$139K 0.15% 125
2025
Q2 		$9.48M Buy
118,529
+18,356
+18% +$1.46M 0.21% 87
2025
Q1 		$8.99M Sell
100,173
-1,926
-2% -$180K 0.25% 74
2024
Q4 		$10.2M Buy
102,099
+25,997
+34% +$2.68M 0.36% 50
2024
Q3 		$8.7M Buy
76,102
+34,986
+85% +$4.16M 0.34% 52
2024
Q2 		$5.12M Buy
41,116
+15,722
+62% +$2.03M 0.23% 68
2024
Q1 		$3.37M Buy
25,394
+3,012
+13% +$371K 0.2% 66
2023
Q4 		$2.46M Buy
22,382
+2,898
+15% +$301K 0.16% 86
2023
Q3 		$2.02M Buy
19,484
+10,702
+122% +$1.15M 0.15% 88
2023
Q2 		$1.02M Buy
8,782
+3,155
+56% +$358K 0.07% 152
2023
Q1 		$603K Sell
5,627
-247
-4% -$26.7K 0.05% 158
2022
Q4 		$652K Sell
5,874
-85
-1% -$8.69K 0.06% 149
2022
Q3 		$517K Buy
5,959
+2,880
+94% +$257K 0.05% 166
2022
Q2 		$283K Sell
3,079
-11,393
-79% -$1.01M 0.03% 205
2022
Q1 		$1.2M Buy
14,472
+2,227
+18% +$176K 0.09% 102
2021
Q4 		$947K Buy
12,245
+96
+0.8% +$7.65K 0.07% 113
2021
Q3 		$920K Sell
12,149
-1,226
-9% -$93.2K 0.08% 88
2021
Q2 		$1.05M Buy
+13,375
New +$995K 0.1% 48

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial's MRK Position: Q2 2026 in Review

Summit Financial increased its Merck (MRK) stake by 3.6% in Q2 2026, buying an estimated $627K and bringing the position to 153,789 shares worth $19.9M. The position accounts for 0.22% of the portfolio, ranked #87.

Summit Financial first reported a position in MRK in Q2 2021 and has held it in 21 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Summit Financial held 153,789 shares of Merck worth $19.9M as of Q2 2026.
  • Summit Financial bought 5,356 Merck shares in Q2 2026, an estimated $627K.
  • Merck made up 0.22% of Summit Financial's portfolio in Q2 2026, its #87 holding.
  • Summit Financial first reported a position in Merck in Q2 2021 and has held it in 21 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.