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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
Q2 		$807K Buy
6,279
+389
+7% +$45.5K 0.03% 111
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summitry LLC's MRK Position: Q2 2026 in Review

Summitry LLC increased its Merck (MRK) stake by 6.6% in Q2 2026, buying an estimated $45.5K and bringing the position to 6,279 shares worth $807K. The position accounts for 0.03% of the portfolio, ranked #111.

Summitry LLC first reported a position in MRK in Q4 2013 and has held it in 17 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Summitry LLC held 6,279 shares of Merck worth $807K as of Q2 2026.
  • Summitry LLC bought 389 Merck shares in Q2 2026, an estimated $45.5K.
  • Merck made up 0.03% of Summitry LLC's portfolio in Q2 2026, its #111 holding.
  • Summitry LLC first reported a position in Merck in Q4 2013 and has held it in 17 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.