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Summit Wealth & Retirement Planning’s Merck MRK Stock Holding History

Summit Wealth & Retirement Planning’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 		$568K Buy
4,726
+265
+6% +$30.6K 0.14% 56
2025
Q4 		$470K Hold
4,461
– – 0.11% 64
2025
Q3 		$374K Sell
4,461
-555
-11% -$45.7K 0.09% 69
2025
Q2 		$397K Buy
5,016
+279
+6% +$22.2K 0.11% 64
2025
Q1 		$425K Buy
4,737
+62
+1% +$5.79K 0.13% 50
2024
Q4 		$465K Buy
4,675
+133
+3% +$13.7K 0.14% 45
2024
Q3 		$516K Buy
4,542
+1
+0% +$119 0.16% 39
2024
Q2 		$562K Sell
4,541
-152
-3% -$19.6K 0.19% 33
2024
Q1 		$619K Sell
4,693
-70
-1% -$8.63K 0.22% 30
2023
Q4 		$519K Buy
4,763
+1
+0% +$104 0.22% 33
2023
Q3 		$490K Buy
4,762
+2
+0% +$216 0.2% 36
2023
Q2 		$549K Buy
4,760
+1
+0% +$114 0.22% 36
2023
Q1 		$506K Buy
+4,759
New +$514K 0.19% 52
2022
Q2 		– Sell
-2,901
Closed -$238K – 118
2022
Q1 		$238K Buy
+2,901
New +$229K 0.08% 95
2021
Q1 		– Sell
-17,269
Closed -$1.35M – 116
2020
Q4 		$1.35M Sell
17,269
-29
-0.2% -$2.22K 0.51% 38
2020
Q3 		$1.37M Buy
17,298
+32
+0.2% +$2.51K 0.59% 35
2020
Q2 		$1.27M Buy
17,266
+2
+0% +$151 0.6% 39
2020
Q1 		$1.27M Buy
17,264
+205
+1% +$16.1K 0.68% 38
2019
Q4 		$1.48M Buy
17,059
+106
+0.6% +$8.71K 0.66% 34
2019
Q3 		$1.36M Sell
16,953
-523
-3% -$41.9K 0.82% 28
2019
Q2 		$1.4M Buy
17,476
+2
+0% +$153 0.82% 29
2019
Q1 		$1.39M Buy
17,474
+195
+1% +$14.6K 0.82% 29
2018
Q4 		$1.26M Buy
+17,279
New +$1.22M 0.96% 27

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 & Retirement Planning's MRK Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Merck (MRK) stake by 5.9% in Q1 2026, buying an estimated $30.6K and bringing the position to 4,726 shares worth $568K. The position accounts for 0.14% of the portfolio, ranked #56.

Summit Wealth & Retirement Planning first reported a position in MRK in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.48M in Q4 2019. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Summit Wealth & Retirement Planning held 4,726 shares of Merck worth $568K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 265 Merck shares in Q1 2026, an estimated $30.6K.
  • Merck made up 0.14% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #56 holding.
  • Summit Wealth & Retirement Planning first reported a position in Merck in Q4 2018 and has held it in 23 quarters since.
  • Summit Wealth & Retirement Planning's Merck position peaked at $1.48M in Q4 2019.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.