Summitry LLC’s Merck MRK Stock Holding History

Summitry LLC’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	$709K	Buy	5,890 +829	+16%	+$95.7K	0.03%	101
2025 Q4	$533K	Buy	5,061 +472	+10%	+$44.3K	0.02%	116
2025 Q3	$385K	Buy	4,589 +1,324	+41%	+$109K	0.02%	129
2025 Q2	$258K	Sell	3,265 -230	-7%	-$18.3K	0.01%	148
2025 Q1	$314K	Buy	3,495 +301	+9%	+$28.1K	0.02%	112
2024 Q4	$318K	Sell	3,194 -554	-15%	-$57.1K	0.02%	105
2024 Q3	$426K	Buy	3,748 +920	+33%	+$109K	0.02%	88
2024 Q2	$350K	Sell	2,828 -375	-12%	-$48.3K	0.02%	82
2024 Q1	$423K	Buy	3,203 +224	+8%	+$27.6K	0.02%	74
2023 Q4	$325K	Buy	2,979 +126	+4%	+$13.1K	0.02%	79
2023 Q3	$294K	Sell	2,853 -100	-3%	-$10.8K	0.02%	79
2023 Q2	$341K	Sell	2,953 -100	-3%	-$11.4K	0.02%	77
2023 Q1	$325K	Sell	3,053 -243	-7%	-$26.2K	0.02%	78
2022 Q4	$366K	Sell	3,296 -104	-3%	-$10.6K	0.03%	77
2022 Q3	$293K	Buy	+3,400	New	+$304K	0.02%	80
2014 Q1	–	Sell	-4,213	Closed	-$201K	–	77
2013 Q4	$201K	Buy	+4,213	New	+$193K	0.03%	74

Other funds holding MRK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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