Summit Securities Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.58M | Buy |
+10,900
| New | +$1.51M | 0.15% | 87 |
|
|
2023
Q1 | – | Sell |
-13,000
| Closed | -$1.44M | – | 1102 |
|
|
2022
Q4 | $1.44M | Buy |
13,000
+7,000
| +117% | +$716K | 0.05% | 145 |
|
|
2022
Q3 | $517K | Buy |
+6,000
| New | +$536K | 0.04% | 242 |
|
|
2022
Q2 | – | Sell |
-30,000
| Closed | -$2.46M | – | 1127 |
|
|
2022
Q1 | $2.46M | Sell |
30,000
-13,500
| -31% | -$1.06M | 0.28% | 66 |
|
|
2021
Q4 | $3.33M | Buy |
+43,500
| New | +$3.46M | 0.16% | 107 |
|
|
2021
Q3 | – | Sell |
-150
| Closed | -$1.17M | – | 820 |
|
|
2021
Q2 | $1.17M | Buy |
+150
| New | +$11.2K | 0.1% | 219 |
|
|
2021
Q1 | – | Sell |
-154
| Closed | -$1.2M | – | 703 |
|
|
2020
Q4 | $1.2M | Buy |
154
+104
| +208% | +$7.95K | 0.1% | 209 |
|
|
2020
Q3 | $398K | Buy |
50
+12
| +32% | +$940 | 0.04% | 245 |
|
|
2020
Q2 | $278K | Sell |
38
-62
| -62% | -$4.67K | 0.03% | 342 |
|
|
2020
Q1 | $731K | Sell |
100
-255
| -72% | -$20K | 0.13% | 136 |
|
|
2019
Q4 | $3.08M | Buy |
355
+241
| +211% | +$19.8K | 0.23% | 102 |
|
|
2019
Q3 | $918K | Buy |
114
+73
| +178% | +$5.85K | 0.08% | 141 |
|
|
2019
Q2 | $327K | Buy |
+41
| New | +$3.14K | 0.04% | 249 |
|
|
2019
Q1 | – | Sell |
-403
| Closed | -$2.94M | – | 301 |
|
|
2018
Q4 | $2.94M | Buy |
+403
| New | +$28.4K | 0.25% | 61 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$291K | – | 244 |
|
|
2018
Q2 | $291K | Buy |
+50
| New | +$2.82K | 0.04% | 182 |
|
|
2017
Q4 | – | Sell |
-39
| Closed | -$237K | – | 234 |
|
|
2017
Q3 | $237K | Buy |
+39
| New | +$2.36K | 0.04% | 171 |
|
|
2016
Q4 | – | Sell |
-524
| Closed | -$3.12M | – | 303 |
|
|
2016
Q3 | $3.12M | Buy |
+524
| New | +$30.6K | 1.05% | 15 |
|
|
2015
Q1 | – | Sell |
-369
| Closed | -$17K | – | 553 |
|
|
2014
Q4 | $17K | Buy |
+369
| New | +$20.6K | ﹤0.01% | 419 |
|
|
2014
Q3 | – | Sell |
-193
| Closed | -$4K | – | 763 |
|
|
2014
Q2 | $4K | Buy |
+193
| New | +$10.5K | ﹤0.01% | 451 |
|
|
2014
Q1 | – | Sell |
-480
| Closed | -$2K | – | 523 |
|
|
2013
Q4 | $2K | Sell |
480
-812
| -63% | -$37.1K | ﹤0.01% | 433 |
|
|
2013
Q3 | $15K | Buy |
1,292
+1,245
| +2,649% | +$56.8K | 0.01% | 244 |
|
|
2013
Q2 | $2K | Buy |
+47
| New | +$2.1K | ﹤0.01% | 485 |
|
Other funds holding MRK
Summit Securities Group's MRK Position: Q3 2026 in Review
Summit Securities Group increased its Merck (MRK) stake by 158% in Q3 2026, buying an estimated $610K and bringing the position to 7,215 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #118.
Summit Securities Group first reported a position in MRK in Q2 2013 and has held it in 42 quarters since. The position peaked at $6.5M in Q4 2022. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.
- Summit Securities Group held 7,215 shares of Merck worth $1.05M as of Q3 2026.
- Summit Securities Group bought 4,415 Merck shares in Q3 2026, an estimated $610K.
- Merck made up 0.1% of Summit Securities Group's portfolio in Q3 2026, its #118 holding.
- Summit Securities Group first reported a position in Merck in Q2 2013 and has held it in 42 quarters since.
- Summit Securities Group's Merck position peaked at $6.5M in Q4 2022.
- 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.
Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.