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 $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. 3,778 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.
3,778 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.