Summit Securities Group’s Merck MRK Stock Holding History

Summit Securities Group’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	$991K	Sell	8,238 -21,563	-72%	-$2.49M	0.12%	89
2025 Q4	$3.14M	Buy	29,801 +25,875	+659%	+$2.43M	0.41%	51
2025 Q3	$330K	Buy	3,926 +2,573	+190%	+$212K	0.07%	209
2025 Q2	$107K	Buy	+1,353	New	+$108K	0.02%	352
2024 Q3	–	Sell	-2,100	Closed	-$260K	–	755
2024 Q2	$260K	Buy	2,100 +2,000	+2,000%	+$258K	0.05%	148
2024 Q1	$13K	Buy	+100	New	+$12.3K	﹤0.01%	334
2023 Q3	–	Sell	-4,003	Closed	-$431K	–	863
2023 Q2	$462K	Sell	4,003 -19,748	-83%	-$2.24M	0.06%	148
2023 Q1	$2.53M	Sell	23,751 -34,844	-59%	-$3.76M	0.21%	58
2022 Q4	$6.5M	Buy	58,595 +48,095	+458%	+$4.92M	0.24%	66
2022 Q3	$904K	Sell	10,500 -5,071	-33%	-$453K	0.07%	178
2022 Q2	$1.42M	Sell	15,571 -2,875	-16%	-$255K	0.18%	97
2022 Q1	$1.51M	Sell	18,446 -29,554	-62%	-$2.33M	0.17%	103
2021 Q4	$3.68M	Buy	48,000 +10,986	+30%	+$875K	0.17%	101
2021 Q3	$2.78M	Sell	37,014 -13,260	-26%	-$1.01M	0.22%	107
2021 Q2	$3.91M	Sell	50,274 -10,405	-17%	-$774K	0.32%	66
2021 Q1	$4.46M	Buy	60,679 +36,051	+146%	+$2.66M	0.49%	37
2020 Q4	$1.92M	Buy	24,628 +18,026	+273%	+$1.38M	0.16%	150
2020 Q3	$523K	Buy	6,602 +3,772	+133%	+$295K	0.05%	221
2020 Q2	$209K	Buy	+2,830	New	+$213K	0.03%	388
2020 Q1	–	Sell	-51,562	Closed	-$4.05M	–	410
2019 Q4	$4.47M	Buy	51,562 +27,353	+113%	+$2.25M	0.34%	67
2019 Q3	$1.95M	Buy	24,209 +6,079	+34%	+$487K	0.17%	90
2019 Q2	$1.45M	Buy	18,130 +9,117	+101%	+$698K	0.17%	102
2019 Q1	$715K	Sell	9,013 -52,400	-85%	-$3.92M	0.13%	95
2018 Q4	$4.48M	Buy	61,413 +56,802	+1,232%	+$4.01M	0.39%	45
2018 Q3	$312K	Sell	4,611 -19,703	-81%	-$1.26M	0.12%	117
2018 Q2	$1.41M	Buy	+24,314	New	+$1.37M	0.2%	64
2017 Q4	–	Sell	-12,576	Closed	-$768K	–	233
2017 Q3	$768K	Buy	+12,576	New	+$762K	0.13%	77
2017 Q1	–	Sell	-11,318	Closed	-$636K	–	358
2016 Q4	$636K	Buy	+11,318	New	+$662K	0.14%	133
2016 Q3	–	Sell	-4,192	Closed	-$245K	–	233
2016 Q2	$230K	Buy	+4,192	New	+$223K	0.12%	171
2016 Q1	–	Sell	-11,842	Closed	-$580K	–	270
2015 Q4	$597K	Buy	11,842 +11,318	+2,160%	+$571K	0.19%	82
2015 Q3	$25K	Sell	524 -1,991	-79%	-$106K	0.02%	199
2015 Q2	$137K	Sell	2,515 -4,106	-62%	-$230K	0.07%	102
2015 Q1	$363K	Sell	6,621 -25,256	-79%	-$1.43M	0.27%	55
2014 Q4	$1.73M	Sell	31,877 -4,069	-11%	-$227K	0.5%	40
2014 Q3	$2.03M	Buy	35,946 +18,025	+101%	+$1.01M	0.59%	45
2014 Q2	$989K	Sell	17,921 -9,065	-34%	-$495K	0.34%	51
2014 Q1	$1.46M	Sell	26,986 -20,803	-44%	-$1.08M	0.87%	16
2013 Q4	$2.28M	Buy	47,789 +14,463	+43%	+$661K	0.4%	43
2013 Q3	$1.51M	Buy	33,326 +23,789	+249%	+$1.09M	0.52%	34
2013 Q2	$423K	Buy	+9,537	New	+$426K	0.2%	72

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Securities Group's MRK Position: Q1 2026 in Review

Summit Securities Group reduced its Merck (MRK) stake by 72% in Q1 2026, selling an estimated $2.49M and leaving 8,238 shares worth $991K. The position accounts for 0.12% of the portfolio, ranked #89.

Summit Securities Group first reported a position in MRK in Q2 2013 and has held it in 40 quarters since. The position peaked at $6.5M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Summit Securities Group held 8,238 shares of Merck worth $991K as of Q1 2026.
Summit Securities Group sold 21,563 Merck shares in Q1 2026, an estimated $2.49M.
Merck made up 0.12% of Summit Securities Group's portfolio in Q1 2026, its #89 holding.
Summit Securities Group first reported a position in Merck in Q2 2013 and has held it in 40 quarters since.
Summit Securities Group's Merck position peaked at $6.5M in Q4 2022.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.