Position in MRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,363,513
+$177,815 QoQ
Shares Held
10,611
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,860
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $11,793,001 across 10 Drug Manufacturers - General names. MRK ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
86,749 | $2,088,915 | |
| 2 | JNJ |
Johnson & Johnson
|
7,700 | $1,955,569 | |
| 3 | LLY |
ELI LILLY & Co
|
1,335 | $1,601,239 | |
| 4 | ABBV |
AbbVie Inc.
|
6,343 | $1,596,152 | |
| 5 | MRK |
Merck & Co., Inc.
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|
10,611 | $1,363,513 | |
| 6 | AMGN |
Amgen Inc
|
2,344 | $848,809 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
12,990 | $748,483 | |
| 8 | NVO |
Novo Nordisk A S
|
15,600 | $747,864 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,513 | 10,611 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,185,698 | 9,857 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,038,179 | 9,863 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $841,314 | 10,024 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $766,189 | 9,679 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $790,516 | 8,807 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $952,421 | 9,574 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,241,276 | 72,572 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,890,078 | 71,810 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,762,320 | 73,985 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,890,867 | 72,380 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,484,053 | 72,696 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,524,782 | 73,878 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $8,204,796 | 77,120 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $8,565,229 | 77,199 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $6,643,469 | 77,142 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $6,700,995 | 73,500 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $5,896,687 | 71,867 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,159,941 | 67,327 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,540,023 | 60,445 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,299,514 | 55,285 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,008,065 | 51,992 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $4,095,151 | 50,063 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $4,505,680 | 54,318 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,234,051 | 54,753 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $4,021,036 | 52,262 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||