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Summit Wealth Group’s Merck MRK Stock Holding History

Summit Wealth 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 		$517K Sell
4,299
-67
-2% -$7.74K 0.12% 73
2025
Q4 		$460K Buy
4,366
+441
+11% +$41.4K 0.11% 77
2025
Q3 		$329K Sell
3,925
-56
-1% -$4.61K 0.08% 86
2025
Q2 		$315K Buy
3,981
+204
+5% +$16.2K 0.08% 84
2025
Q1 		$339K Buy
3,777
+360
+11% +$33.6K 0.1% 75
2024
Q4 		$340K Sell
3,417
-53
-2% -$5.46K 0.1% 71
2024
Q3 		$394K Buy
3,470
+3
+0.1% +$356 0.11% 61
2024
Q2 		$429K Buy
3,467
+22
+0.6% +$2.83K 0.13% 58
2024
Q1 		$455K Buy
3,445
+3
+0.1% +$370 0.31% 27
2023
Q4 		$375K Sell
3,442
-50
-1% -$5.19K 0.29% 26
2023
Q3 		$360K Buy
3,492
+450
+15% +$48.5K 0.32% 26
2023
Q2 		$351K Sell
3,042
-320,612
-99% -$36.4M 0.14% 54
2023
Q1 		$3K Buy
323,654
+321,512
+15,010% +$34.7M 0.07% 72
2022
Q4 		$238K Buy
+2,142
New +$219K 0.25% 28
2022
Q3 		– Sell
-2,224
Closed -$203K – 24
2022
Q2 		$203K Buy
+2,224
New +$197K 0.24% 23
2021
Q3 		– Sell
-1,704
Closed -$133K – 157
2021
Q2 		$133K Sell
1,704
-82
-5% -$6.1K 0.2% 34
2021
Q1 		$131K Buy
+1,786
New +$132K 0.21% 26

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Summit Wealth Group reduced its Merck (MRK) stake by 1.5% in Q1 2026, selling an estimated $7.74K and leaving 4,299 shares worth $517K. The position accounts for 0.12% of the portfolio, ranked #73.

Summit Wealth Group first reported a position in MRK in Q1 2021 and has held it in 17 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Summit Wealth Group held 4,299 shares of Merck worth $517K as of Q1 2026.
  • Summit Wealth Group sold 67 Merck shares in Q1 2026, an estimated $7.74K.
  • Merck made up 0.12% of Summit Wealth Group's portfolio in Q1 2026, its #73 holding.
  • Summit Wealth Group first reported a position in Merck in Q1 2021 and has held it in 17 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.