Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,731,729
+$508,286 QoQ
Shares Held
52,387
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#907
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, 2026EXCALIBUR MANAGEMENT CORP holds $32,863,371 across 10 Drug Manufacturers - General names. MRK ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
37,287 | $9,469,779 | |
| 2 | MRK |
Merck & Co., Inc.
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|
52,387 | $6,731,729 | |
| 3 | PFE |
Pfizer Inc
|
155,777 | $3,751,110 | |
| 4 | ABBV |
AbbVie Inc.
|
13,505 | $3,398,398 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
21,349 | $2,697,232 | |
| 6 | AMGN |
Amgen Inc
|
6,407 | $2,320,102 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
34,161 | $1,968,356 | |
| 8 | LLY |
ELI LILLY & Co
|
1,361 | $1,632,424 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,731,729 | 52,387 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,223,443 | 51,737 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,586,569 | 53,074 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,364,192 | 51,998 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,105,158 | 51,859 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,526,327 | 50,427 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,978,178 | 50,042 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,466,551 | 48,138 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,013,461 | 48,574 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,358,274 | 48,187 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,277,004 | 48,404 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,985,559 | 48,427 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,499,948 | 47,664 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,305,456 | 49,868 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,567,803 | 50,183 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,491,933 | 52,159 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,144,358 | 56,426 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,407,095 | 65,900 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,912,394 | 64,097 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,791,417 | 63,792 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,969,191 | 63,896 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,646,370 | 60,272 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,685,665 | 57,282 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,723,921 | 56,949 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $4,474,625 | 57,864 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,567,695 | 59,367 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||