Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,318,597
+$5,546,852 QoQ
Shares Held
282,635
+10.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#377
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $166,003,072 across 9 Drug Manufacturers - General names. MRK ranks #1 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
282,635 | $36,318,597 | |
| 2 | JNJ |
Johnson & Johnson
|
113,733 | $28,884,770 | |
| 3 | LLY |
ELI LILLY & Co
|
21,997 | $26,383,863 | |
| 4 | AMGN |
Amgen Inc
|
63,607 | $23,033,366 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
369,878 | $21,312,370 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
138,734 | $17,527,653 | |
| 7 | ABBV |
AbbVie Inc.
|
42,182 | $10,614,678 | |
| 8 | PFE |
Pfizer Inc
|
61,912 | $1,490,840 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,318,597 | 282,635 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,771,745 | 255,813 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,439,748 | 279,686 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,760,039 | 187,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,094,596 | 178,052 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,005,073 | 156,028 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,377,175 | 134,471 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,322,887 | 143,738 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,324,650 | 115,708 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,670,102 | 96,022 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,797,284 | 135,730 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,880,991 | 105,692 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,403,361 | 81,492 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,022,778 | 47,211 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,220,450 | 11,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,519,107 | 191,815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,056,039 | 176,111 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,099,794 | 208,407 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,122,147 | 171,218 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,682,837 | 88,974 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,392,271 | 95,053 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,730,601 | 113,252 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,762,084 | 107,116 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,405,070 | 77,216 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,952,447 | 64,043 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,673,125 | 34,743 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||