Merck & Co shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $904k | 10k | 90.13 |
| 2025-03-31 | $791k | 8.8k | 89.76 |
| 2024-12-31 | $955k | 9.6k | 99.79 |
| 2024-09-30 | $8.2M | 73k | 113.56 |
| 2024-06-30 | $8.9M | 72k | 123.80 |
| 2024-03-31 | $9.8M | 74k | 131.95 |
| 2023-12-31 | $7.9M | 72k | 109.02 |
| 2023-09-30 | $7.6M | 73k | 104.00 |
| 2023-06-30 | $8.5M | 74k | 115.39 |
| 2023-03-31 | $8.2M | 77k | 106.39 |
| 2022-12-31 | $8.6M | 77k | 110.95 |
| 2022-09-30 | $7.7M | 77k | 99.74 |
| 2022-06-30 | $6.7M | 74k | 90.53 |
| 2022-03-31 | $5.9M | 72k | 82.05 |
| 2021-12-31 | $5.2M | 67k | 77.01 |
| 2021-09-30 | $4.5M | 60k | 75.11 |
| 2021-06-30 | $4.3M | 55k | 77.78 |
| 2021-03-31 | $4.3M | 52k | 81.80 |
| 2020-12-31 | $4.2M | 50k | 82.96 |
| 2020-09-30 | $4.2M | 54k | 76.71 |
| 2020-06-30 | $4.3M | 55k | 77.91 |
| 2020-03-31 | $4.2M | 52k | 80.31 |
| 2019-12-31 | $4.5M | 52k | 86.11 |
| 2019-09-30 | $4.3M | 51k | 84.35 |
| 2019-06-30 | $3.7M | 44k | 83.85 |
| 2019-03-31 | $2.8M | 34k | 83.17 |
| 2018-12-31 | $2.5M | 33k | 76.42 |
| 2018-09-30 | $2.1M | 30k | 69.46 |
| 2018-06-30 | $1.2M | 23k | 54.46 |
| 2018-03-31 | $1.3M | 24k | 54.45 |
| 2017-12-31 | $1.1M | 20k | 56.29 |
| 2017-09-30 | $1.2M | 19k | 64.03 |
| 2017-06-30 | $1.1M | 16k | 64.09 |
| 2017-03-31 | $747k | 12k | 63.56 |
| 2016-12-31 | $717k | 12k | 58.89 |
| 2016-09-30 | $754k | 12k | 62.37 |
| 2016-06-30 | $682k | 12k | 57.61 |
| 2016-03-31 | $411k | 7.8k | 52.86 |
| 2015-12-31 | $355k | 6.7k | 52.86 |
| 2015-09-30 | $136k | 2.8k | 49.10 |
| 2015-06-30 | $157k | 2.8k | 56.68 |
| 2015-03-31 | $164k | 2.8k | 59.21 |
| 2014-12-31 | $157k | 2.8k | 56.68 |
More positions owned by Summit Financial Wealth Advisors
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