SF
MRK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial's MRK Position: Q1 2026 in Review

Summit Financial increased its Merck (MRK) stake by 7.8% in Q1 2026, buying an estimated $1.23M and bringing the position to 148,433 shares worth $18M. The position accounts for 0.23% of the portfolio, ranked #83.

Summit Financial first reported a position in MRK in Q2 2021 and has held it in 20 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Summit Financial held 148,433 shares of Merck worth $18M as of Q1 2026.
  • Summit Financial bought 10,688 Merck shares in Q1 2026, an estimated $1.23M.
  • Merck made up 0.23% of Summit Financial's portfolio in Q1 2026, its #83 holding.
  • Summit Financial first reported a position in Merck in Q2 2021 and has held it in 20 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.