Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,239,241
+$126,227 QoQ
Shares Held
17,426
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#1,517
of 3,769 holders
Holding Since
Dec 2021
19 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, 2026Stone Summit Wealth LLC holds $13,570,520 across 6 Drug Manufacturers - General names. MRK ranks #3 (16.5% of the industry book) .
All Filings in MRK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,239,241 | 17,426 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,113,014 | 17,566 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,293,224 | 12,286 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $824,696 | 9,826 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,206,081 | 15,236 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,503,210 | 16,747 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,883,554 | 18,934 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,393,513 | 29,883 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,690,849 | 29,813 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,882,232 | 29,422 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,116,009 | 28,582 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,930,677 | 28,467 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,105,144 | 26,910 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,990,982 | 18,714 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,131,682 | 19,213 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,654,623 | 19,213 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,695,670 | 18,599 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,113,336 | 13,569 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $483,598 | 6,310 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||