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Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Summit Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
7,305
Value
$938.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,305$938.7K0.1%+864+13.4%AddedHolders
Q1 20266,441$774.8K0.1%00.0%UnchangedHolders
Q4 20256,441$678.0K0.1%+73+1.1%AddedHolders
Q3 20256,368$534.5K0.1%00.0%UnchangedHolders
Q2 20256,368$504.1K0.1%−200−3.0%ReducedHolders
Q1 20256,568$589.5K0.1%00.0%UnchangedHolders
Q4 20246,568$653.4K0.1%00.0%UnchangedHolders
Q3 20246,568$745.9K0.1%00.0%UnchangedHolders
Q2 20246,568$813.1K0.2%+1,057+19.2%AddedHolders
Q1 20245,511$727.2K0.2%00.0%UnchangedHolders
Q4 20235,511$600.8K0.1%−393−6.7%ReducedHolders
Q3 20235,904$607.8K0.2%+230+4.1%AddedHolders
Q2 20235,674$654.8K0.2%00.0%UnchangedHolders
Q1 20235,674$603.6K0.2%+304+5.7%AddedHolders
Q4 20225,370$595.8K0.2%−133−2.4%ReducedHolders
Q3 20225,503$474.0K0.2%+50+0.9%AddedHolders
Q2 20225,453$497.0K0.2%+50+0.9%AddedHolders
Q1 20225,403$443.0K0.1%+290+5.7%AddedHolders
Q4 20215,113$392.0K0.1%+101+2.0%AddedHolders
Q3 20215,012$376.0K0.1%+55+1.1%AddedHolders
Q2 20214,957$386.0K0.1%−122−2.4%ReducedHolders
Q1 20215,079$392.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.