Summit Wealth Partners, LLC

Position in MRK — Merck & Co., Inc.

CIK 2033312 Orlando, FL

Position in MRK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,011,410

+$128,511 QoQ

Shares Held

15,653

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#1,588

of 3,778 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Wealth Partners, LLC holds $8,124,213 across 7 Drug Manufacturers - General names. MRK ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	13,396	$3,402,182
2	MRK	Merck & Co., Inc. This page	15,653	$2,011,410
3	ABBV	AbbVie Inc.	3,699	$930,816
4	PFE	Pfizer Inc	21,656	$521,476
5	AMGN	Amgen Inc	1,372	$496,828
6	LLY	ELI LILLY & Co	331	$397,011
7	GILD	Gilead Sciences, Inc.	2,885	$364,490

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,011,410	15,653	0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,882,899	15,653	+25.3%	Shares	Sole	2026-04-17
2025-12-31	$1,314,697	12,490	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$1,048,201	12,489	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$988,550	12,488	+0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,120,743	12,486	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,242,007	12,485	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,417,796	12,485	+0.0%	Shares	Sole	2024-10-28
2024-06-30	$1,545,519	12,484	+0.0%	Shares	Sole	2024-09-11
2024-03-31	$1,647,131	12,483	+1.0%	Shares	Sole	2024-09-11
2023-12-31	$1,347,051	12,356	-2.4%	Shares	Sole	2024-09-11
2023-09-30	$1,303,141	12,658	+1.0%	Shares	Sole	2024-09-11
2023-06-30	$1,446,067	12,532	+0.0%	Shares	Sole	2024-09-11
2023-03-31	$1,333,173	12,531	0.0%	Shares	Sole	2024-09-11
2022-12-31	$1,390,314	12,531	-1.9%	Shares	Sole	2024-09-11
2022-09-30	$1,100,269	12,776	+11.6%	Shares	Sole	2024-09-11
2022-06-30	$1,043,258	11,443	+0.0%	Shares	Sole	2024-09-11
2022-03-31	$938,816	11,442	+0.0%	Shares	Sole	2024-09-11
2021-12-31	$876,838	11,441	0.0%	Shares	Sole	2024-09-10
2021-09-30	$859,333	11,441	+0.0%	Shares	Sole	2024-09-10
2021-06-30	$889,688	11,440	-0.4%	Shares	Sole	2024-09-10
2021-03-31	$885,687	11,489	-1.6%	Shares	Sole	2024-09-10
2020-12-31	$954,850	11,673	+0.8%	Shares	Sole	2024-09-10
2020-09-30	$961,059	11,586	-1.1%	Shares	Sole	2024-09-10
2020-06-30	$905,844	11,714	+0.8%	Shares	Sole	2024-09-10
2020-03-31	$894,273	11,623	—	Shares	Sole	2024-09-10
No filing history on record for this holder in this stock.