Summit Trail Advisors’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 | $10M | Buy |
83,143
+11,021
| +15% | +$1.27M | 0.14% | 84 |
|
|
2025
Q4 | $7.65M | Sell |
72,122
-10,000
| -12% | -$939K | 0.13% | 96 |
|
|
2025
Q3 | $6.96M | Buy |
82,122
+15,685
| +24% | +$1.29M | 0.1% | 106 |
|
|
2025
Q2 | $5.32M | Buy |
66,437
+5,602
| +9% | +$445K | 0.09% | 112 |
|
|
2025
Q1 | $5.51M | Buy |
60,835
+4,813
| +9% | +$449K | 0.18% | 47 |
|
|
2024
Q4 | $5.62M | Buy |
56,022
+21,148
| +61% | +$2.18M | 0.21% | 40 |
|
|
2024
Q3 | $3.99M | Buy |
34,874
+2,163
| +7% | +$257K | 0.1% | 92 |
|
|
2024
Q2 | $4.07M | Sell |
32,711
-1,056
| -3% | -$136K | 0.11% | 81 |
|
|
2024
Q1 | $4.48M | Buy |
33,767
+7,728
| +30% | +$953K | 0.12% | 69 |
|
|
2023
Q4 | $2.86M | Sell |
26,039
-1,353
| -5% | -$140K | 0.09% | 82 |
|
|
2023
Q3 | $2.84M | Buy |
27,392
+3,306
| +14% | +$356K | 0.1% | 79 |
|
|
2023
Q2 | $2.8M | Buy |
24,086
+6,407
| +36% | +$727K | 0.11% | 82 |
|
|
2023
Q1 | $1.89M | Buy |
17,679
+2,567
| +17% | +$277K | 0.08% | 89 |
|
|
2022
Q4 | $1.69M | Buy |
15,112
+816
| +6% | +$83.4K | 0.08% | 90 |
|
|
2022
Q3 | $1.24M | Buy |
14,296
+2,193
| +18% | +$196K | 0.07% | 101 |
|
|
2022
Q2 | $1.11M | Buy |
12,103
+1,799
| +17% | +$159K | 0.07% | 115 |
|
|
2022
Q1 | $852K | Buy |
10,304
+2,645
| +35% | +$209K | 0.07% | 115 |
|
|
2021
Q4 | $592K | Sell |
7,659
-1,088
| -12% | -$86.7K | 0.04% | 164 |
|
|
2021
Q3 | $663K | Buy |
8,747
+1,431
| +20% | +$109K | 0.05% | 143 |
|
|
2021
Q2 | $574K | Buy |
7,316
+1,044
| +17% | +$77.7K | 0.05% | 131 |
|
|
2021
Q1 | $465K | Sell |
6,272
-1,165
| -16% | -$85.9K | 0.05% | 126 |
|
|
2020
Q4 | $585K | Sell |
7,437
-2,091
| -22% | -$160K | 0.07% | 103 |
|
|
2020
Q3 | $726K | Buy |
9,528
+2,321
| +32% | +$182K | 0.14% | 78 |
|
|
2020
Q2 | $536K | Buy |
7,207
+719
| +11% | +$54.1K | 0.1% | 85 |
|
|
2020
Q1 | $480K | Buy |
6,488
+1,981
| +44% | +$156K | 0.13% | 76 |
|
|
2019
Q4 | $394K | Sell |
4,507
-874
| -16% | -$71.8K | 0.23% | 44 |
|
|
2019
Q3 | $435K | Buy |
5,381
+1,292
| +32% | +$104K | 0.15% | 51 |
|
|
2019
Q2 | $329K | Buy |
4,089
+606
| +17% | +$46.4K | 0.14% | 50 |
|
|
2019
Q1 | $278K | Sell |
3,483
-2,759
| -44% | -$206K | 0.12% | 63 |
|
|
2018
Q4 | $458K | Sell |
6,242
-5,382
| -46% | -$380K | 0.16% | 60 |
|
|
2018
Q3 | $792K | Buy |
11,624
+4,629
| +66% | +$295K | 0.17% | 71 |
|
|
2018
Q2 | $408K | Sell |
6,995
-17,387
| -71% | -$981K | 0.14% | 84 |
|
|
2018
Q1 | $980K | Buy |
24,382
+4,788
| +24% | +$259K | 0.17% | 136 |
|
|
2017
Q4 | $1.13M | Buy |
+19,594
| New | +$1.09M | 0.14% | 139 |
|
Other funds holding MRK
VCM
VPM
Summit Trail Advisors's MRK Position: Q1 2026 in Review
Summit Trail Advisors increased its Merck (MRK) stake by 15% in Q1 2026, buying an estimated $1.27M and bringing the position to 83,143 shares worth $10M. The position accounts for 0.14% of the portfolio, ranked #84.
Summit Trail Advisors first reported a position in MRK in Q4 2017 and has held it in 34 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Summit Trail Advisors held 83,143 shares of Merck worth $10M as of Q1 2026.
- Summit Trail Advisors bought 11,021 Merck shares in Q1 2026, an estimated $1.27M.
- Merck made up 0.14% of Summit Trail Advisors's portfolio in Q1 2026, its #84 holding.
- Summit Trail Advisors first reported a position in Merck in Q4 2017 and has held it in 34 quarters since.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.