Summit Global Investments’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.13M | Sell |
67,598
-3,674
| -5% | -$424K | 0.48% | 27 |
|
|
2025
Q4 | $7.5M | Sell |
71,272
-61,360
| -46% | -$5.76M | 0.44% | 27 |
|
|
2025
Q3 | $11.1M | Sell |
132,632
-23,118
| -15% | -$1.9M | 0.65% | 25 |
|
|
2025
Q2 | $12.3M | Buy |
155,750
+66,743
| +75% | +$5.31M | 0.73% | 19 |
|
|
2025
Q1 | $7.99M | Sell |
89,007
-111,017
| -56% | -$10.4M | 0.58% | 30 |
|
|
2024
Q4 | $19.9M | Buy |
200,024
+47,355
| +31% | +$4.88M | 1.24% | 8 |
|
|
2024
Q3 | $17.3M | Buy |
152,669
+7,263
| +5% | +$863K | 1.11% | 14 |
|
|
2024
Q2 | $18M | Buy |
145,406
+24,859
| +21% | +$3.2M | 1.21% | 14 |
|
|
2024
Q1 | $15.9M | Sell |
120,547
-84,559
| -41% | -$10.4M | 1.18% | 16 |
|
|
2023
Q4 | $22.4M | Buy |
205,106
+38,497
| +23% | +$4M | 1.46% | 11 |
|
|
2023
Q3 | $17.2M | Sell |
166,609
-2,826
| -2% | -$305K | 1.14% | 17 |
|
|
2023
Q2 | $19.6M | Sell |
169,435
-5,020
| -3% | -$570K | 1.29% | 9 |
|
|
2023
Q1 | $18.6M | Sell |
174,455
-28,378
| -14% | -$3.06M | 1.44% | 7 |
|
|
2022
Q4 | $22.5M | Sell |
202,833
-3,691
| -2% | -$377K | 1.9% | 4 |
|
|
2022
Q3 | $17.8M | Buy |
206,524
+361
| +0.2% | +$32.2K | 1.64% | 8 |
|
|
2022
Q2 | $18.8M | Sell |
206,163
-58,698
| -22% | -$5.2M | 1.66% | 10 |
|
|
2022
Q1 | $21.7M | Buy |
264,861
+113,497
| +75% | +$8.95M | 1.6% | 7 |
|
|
2021
Q4 | $11.6M | Buy |
151,364
+50,826
| +51% | +$4.05M | 0.74% | 31 |
|
|
2021
Q3 | $7.55M | Sell |
100,538
-63,382
| -39% | -$4.82M | 0.57% | 44 |
|
|
2021
Q2 | $12.7M | Sell |
163,920
-12,575
| -7% | -$935K | 0.76% | 24 |
|
|
2021
Q1 | $13M | Sell |
176,495
-30,218
| -15% | -$2.23M | 0.83% | 26 |
|
|
2020
Q4 | $16.1M | Buy |
206,713
+9,156
| +5% | +$700K | 1.61% | 18 |
|
|
2020
Q3 | $15.6M | Sell |
197,557
-2,487
| -1% | -$195K | 1.62% | 17 |
|
|
2020
Q2 | $14.8M | Buy |
200,044
+170,682
| +581% | +$12.8M | 1.7% | 22 |
|
|
2020
Q1 | $2.16M | Buy |
29,362
+19,305
| +192% | +$1.52M | 0.31% | 55 |
|
|
2019
Q4 | $873K | Buy |
10,057
+734
| +8% | +$60.3K | 0.09% | 175 |
|
|
2019
Q3 | $749K | Sell |
9,323
-337
| -3% | -$27K | 0.09% | 216 |
|
|
2019
Q2 | $773K | Buy |
+9,660
| New | +$740K | 0.1% | 147 |
|
|
2018
Q2 | – | Sell |
-21,047
| Closed | -$1.09M | – | 298 |
|
|
2018
Q1 | $1.09M | Sell |
21,047
-530
| -2% | -$28.6K | 0.17% | 76 |
|
|
2017
Q4 | $1.16M | Sell |
21,577
-17,239
| -44% | -$956K | 0.18% | 84 |
|
|
2017
Q3 | $2.37M | Buy |
38,816
+15,172
| +64% | +$920K | 0.37% | 58 |
|
|
2017
Q2 | $1.45M | Sell |
23,644
-13,392
| -36% | -$815K | 0.43% | 56 |
|
|
2017
Q1 | $2.25M | Buy |
37,036
+9,504
| +35% | +$577K | 0.73% | 44 |
|
|
2016
Q4 | $1.55M | Buy |
+27,532
| New | +$1.61M | 0.56% | 56 |
|
Other funds holding MRK
VCM
VPM
Summit Global Investments's MRK Position: Q1 2026 in Review
Summit Global Investments reduced its Merck (MRK) stake by 5.2% in Q1 2026, selling an estimated $424K and leaving 67,598 shares worth $8.13M. The position accounts for 0.48% of the portfolio, ranked #27.
Summit Global Investments first reported a position in MRK in Q4 2016 and has held it in 34 quarters since. The position peaked at $22.5M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Summit Global Investments held 67,598 shares of Merck worth $8.13M as of Q1 2026.
- Summit Global Investments sold 3,674 Merck shares in Q1 2026, an estimated $424K.
- Merck made up 0.48% of Summit Global Investments's portfolio in Q1 2026, its #27 holding.
- Summit Global Investments first reported a position in Merck in Q4 2016 and has held it in 34 quarters since.
- Summit Global Investments's Merck position peaked at $22.5M in Q4 2022.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.