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
2023 Q4	–	Sell	-50,000	Closed	-$5.15M	–	818
2023 Q3	$5.15M	Buy	+50,000	New	+$5.39M	0.53%	31
2021 Q4	–	Sell	-175	Closed	-$1.31M	–	888
2021 Q3	$1.31M	Buy	175 +75	+75%	+$5.7K	0.1%	212
2021 Q2	$778K	Hold	100	–	–	0.06%	300
2021 Q1	$732K	Buy	100 +3	+3%	+$221	0.08%	251
2020 Q4	$761K	Buy	+97	New	+$7.42K	0.06%	275
2020 Q3	–	Sell	-38	Closed	-$278K	–	456
2020 Q2	$278K	Sell	38 -62	-62%	-$4.67K	0.03%	341
2020 Q1	$731K	Buy	+100	New	+$7.86K	0.13%	135
2017 Q3	–	Sell	-34	Closed	-$205K	–	268
2017 Q2	$205K	Buy	+34	New	+$2.07K	0.04%	205
2014 Q4	–	Sell	-551	Closed	-$270K	–	682
2014 Q3	$270K	Buy	+551	New	+$30.9K	0.08%	177

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's MRK Position: Q2 2026 in Review

Summit Securities Group reduced its Merck (MRK) stake by 66% in Q2 2026, selling an estimated $637K and leaving 2,800 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #206.

Summit Securities Group first reported a position in MRK in Q2 2013 and has held it in 41 quarters since. The position peaked at $6.5M in Q4 2022. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Summit Securities Group held 2,800 shares of Merck worth $360K as of Q2 2026.
Summit Securities Group sold 5,438 Merck shares in Q2 2026, an estimated $637K.
Merck made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #206 holding.
Summit Securities Group first reported a position in Merck in Q2 2013 and has held it in 41 quarters since.
Summit Securities Group's Merck position peaked at $6.5M in Q4 2022.
3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.