Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,761,886
+$1,906,881 QoQ
Shares Held
153,789
+3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#523
of 3,769 holders
Holding Since
Jun 2021
21 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, LLC holds $139,079,585 across 13 Drug Manufacturers - General names. MRK ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
31,495 | $37,776,050 | |
| 2 | JNJ |
Johnson & Johnson
|
119,066 | $30,239,192 | |
| 3 | ABBV |
AbbVie Inc.
|
93,109 | $23,429,948 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
153,789 | $19,761,886 | |
| 5 | AMGN |
Amgen Inc
|
19,430 | $7,035,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
91,557 | $5,275,514 | |
| 7 | PFE |
Pfizer Inc
|
192,213 | $4,628,489 | |
| 8 | AZN |
Astrazeneca PLC
|
23,684 | $4,490,960 |
All Filings in MRK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,761,886 | 153,789 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,855,005 | 148,433 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,499,038 | 137,745 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,089,812 | 120,217 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,382,755 | 118,529 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,991,528 | 100,173 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,156,808 | 102,099 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,642,142 | 76,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,090,160 | 41,116 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,350,738 | 25,394 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,440,085 | 22,382 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,005,877 | 19,484 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,013,354 | 8,782 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $598,656 | 5,627 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $651,720 | 5,874 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $513,189 | 5,959 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $280,712 | 3,079 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,187,427 | 14,472 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $938,456 | 12,245 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $912,511 | 12,149 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,040,173 | 13,375 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||