Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,234,872
+$106,702 QoQ
Shares Held
17,392
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,520
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $37,992,630 across 7 Drug Manufacturers - General names. MRK ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
18,753 | $22,492,912 | |
| 2 | ABBV |
AbbVie Inc.
|
33,957 | $8,544,939 | |
| 3 | JNJ |
Johnson & Johnson
|
12,493 | $3,172,847 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
17,392 | $2,234,872 | |
| 5 | AMGN |
Amgen Inc
|
2,704 | $979,172 | |
| 6 | NVS |
Novartis AG
|
2,300 | $360,456 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,600 | $207,432 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,234,872 | 17,392 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,128,170 | 17,692 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,872,785 | 17,792 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,725,349 | 20,557 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,807,301 | 22,831 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,399,733 | 26,735 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $2,659,597 | 26,735 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,028,645 | 26,670 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,301,746 | 26,670 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,519,106 | 26,670 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,905,492 | 26,651 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,602,576 | 25,280 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,955,484 | 25,613 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,781,779 | 26,147 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,889,692 | 26,045 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,333,421 | 27,095 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,552,304 | 27,995 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $2,415,798 | 29,443 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,325,794 | 30,347 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,274,420 | 43,595 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,551,678 | 45,669 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,838,621 | 49,794 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,248,281 | 51,935 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,397,845 | 53,018 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,166,000 | 53,873 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $4,156,450 | 54,022 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||