Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$742,601
-$19,436 QoQ
Shares Held
5,779
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,362
of 3,769 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $8,250,564 across 11 Drug Manufacturers - General names. MRK ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,222 | $2,665,133 | |
| 2 | JNJ |
Johnson & Johnson
|
5,881 | $1,493,597 | |
| 3 | ABBV |
AbbVie Inc.
|
3,165 | $796,440 | |
| 4 | AMGN |
Amgen Inc
|
2,129 | $770,953 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
5,779 | $742,601 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,134 | $395,949 | |
| 7 | NVS |
Novartis AG
|
2,287 | $358,418 | |
| 8 | PFE |
Pfizer Inc
|
11,625 | $279,930 |
All Filings in MRK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,601 | 5,779 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $762,037 | 6,335 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $521,668 | 4,956 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,194,407 | 14,231 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $375,218 | 4,740 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||