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Summit Wealth Partners’s Merck MRK Stock Holding History

Summit Wealth Partners’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 		$1.88M Buy
15,653
+3,163
+25% +$365K 0.3% 69
2025
Q4 		$1.31M Buy
12,490
+1
+0% +$94 0.24% 71
2025
Q3 		$1.05M Buy
12,489
+1
+0% +$82 0.19% 82
2025
Q2 		$989K Buy
12,488
+2
+0% +$159 0.19% 81
2025
Q1 		$1.12M Buy
12,486
+1
+0% +$93 0.23% 72
2024
Q4 		$1.24M Hold
12,485
– – 0.26% 68
2024
Q3 		$1.42M Buy
12,485
+1
+0% +$119 0.27% 70
2024
Q2 		$1.55M Buy
12,484
+1
+0% +$129 0.32% 63
2024
Q1 		$1.65M Buy
12,483
+127
+1% +$15.7K 0.35% 53
2023
Q4 		$1.35M Sell
12,356
-302
-2% -$31.3K 0.31% 56
2023
Q3 		$1.3M Buy
12,658
+126
+1% +$13.6K 0.33% 54
2023
Q2 		$1.45M Buy
12,532
+1
+0% +$114 0.36% 49
2023
Q1 		$1.33M Hold
12,531
– – 0.34% 52
2022
Q4 		$1.39M Sell
12,531
-245
-2% -$25K 0.37% 51
2022
Q3 		$1.1M Buy
12,776
+1,333
+12% +$119K 0.31% 53
2022
Q2 		$1.04M Buy
11,443
+1
+0% +$89 0.28% 52
2022
Q1 		$939K Buy
11,442
+1
+0% +$79 0.21% 55
2021
Q4 		$877K Hold
11,441
– – 0.19% 64
2021
Q3 		$859K Buy
11,441
+1
+0% +$76 0.2% 60
2021
Q2 		$890K Sell
11,440
-600
-5% -$44.6K 0.21% 61
2021
Q1 		$886K Sell
12,040
-193
-2% -$14.2K 0.23% 57
2020
Q4 		$955K Buy
12,233
+91
+0.7% +$6.96K 0.26% 58
2020
Q3 		$961K Sell
12,142
-134
-1% -$10.5K 0.29% 57
2020
Q2 		$906K Buy
12,276
+95
+0.8% +$7.15K 0.29% 58
2020
Q1 		$894K Hold
12,181
– – 0.36% 43
2019
Q4 		$1.06M Buy
+12,181
New +$1M 0.37% 44

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 Partners's MRK Position: Q1 2026 in Review

Summit Wealth Partners increased its Merck (MRK) stake by 25% in Q1 2026, buying an estimated $365K and bringing the position to 15,653 shares worth $1.88M. The position accounts for 0.3% of the portfolio, ranked #69.

Summit Wealth Partners first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Summit Wealth Partners held 15,653 shares of Merck worth $1.88M as of Q1 2026.
  • Summit Wealth Partners bought 3,163 Merck shares in Q1 2026, an estimated $365K.
  • Merck made up 0.3% of Summit Wealth Partners's portfolio in Q1 2026, its #69 holding.
  • Summit Wealth Partners first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.