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SummitTX Capital’s Merck MRK Stock Holding History

SummitTX Capital’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 		$386K Buy
+3,000
New +$351K 0.01% 634
2025
Q4 		– Sell
-33,684
Closed -$2.83M – 878
2025
Q3 		$2.83M Buy
33,684
+10,969
+48% +$903K 0.12% 192
2025
Q2 		$1.8M Sell
22,715
-69,080
-75% -$5.49M 0.08% 268
2025
Q1 		$8.24M Buy
+91,795
New +$8.57M 0.35% 58

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

SummitTX Capital's MRK Position: Q2 2026 in Review

SummitTX Capital opened a new position in Merck (MRK) in Q2 2026: 3,000 shares worth $386K. The stake represents 0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in MRK as recently as Q3 2025.

SummitTX Capital first reported a position in MRK in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.24M in Q1 2025. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • SummitTX Capital held 3,000 shares of Merck worth $386K as of Q2 2026.
  • Merck was a new SummitTX Capital position in Q2 2026.
  • Merck made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #634 holding.
  • SummitTX Capital first reported a position in Merck in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Merck position peaked at $8.24M in Q1 2025.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.