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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

Tip: Access up to 7 years of quarterly data

All positions including Merck & Co held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Merck & Co

Vanguard Group
Wellington Management Company
Bank of America Corporation
Charles Schwab Investment Management
T. Rowe Price Associates
Norges Bank Investment Management
Jpmorgan Chase & Co
Legal & General Group
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Wells Fargo & Company
Royal Bank of Canada
UBS Group
State Farm Mutual Automobile Insurance Company
Fisher Investments

View all funds holding Merck & Co