Position in MRK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,013,466
-$49,987 QoQ
Shares Held
15,669
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,582
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $27,785,455 across 7 Drug Manufacturers - General names. MRK ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
64,436 | $16,364,810 | |
| 2 | NVS |
Novartis AG
|
27,679 | $4,337,852 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
15,669 | $2,013,466 | |
| 4 | LLY |
ELI LILLY & Co
|
1,561 | $1,872,310 | |
| 5 | ABBV |
AbbVie Inc.
|
6,976 | $1,755,440 | |
| 6 | AMGN |
Amgen Inc
|
2,413 | $873,795 | |
| 7 | PFE |
Pfizer Inc
|
23,579 | $567,782 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,013,466 | 15,669 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,063,453 | 17,154 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,478,707 | 42,549 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,043,159 | 48,173 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,678,587 | 198,062 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $18,001,368 | 200,550 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $19,573,286 | 196,756 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $21,476,466 | 189,120 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $22,646,857 | 182,931 | Shares | Defined | 2024-07-12 | |
| 2024-03-31 | $25,156,267 | 190,650 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $20,994,090 | 192,571 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $19,175,878 | 186,264 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $21,938,754 | 190,127 | Shares | Defined | 2023-07-14 | |
| 2023-03-31 | $20,232,718 | 190,175 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $21,394,488 | 192,830 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $15,166,076 | 176,104 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $16,310,221 | 178,899 | Shares | Defined | 2022-07-18 | |
| 2022-03-31 | $15,413,338 | 187,853 | Shares | Defined | 2022-04-13 | |
| 2021-12-31 | $14,181,388 | 185,039 | Shares | Defined | 2022-01-14 | |
| 2021-09-30 | $13,823,244 | 184,040 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $14,257,729 | 183,332 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $14,136,771 | 183,380 | Shares | Defined | 2021-04-08 | |
| 2020-12-31 | $14,625,014 | 178,790 | Shares | Defined | 2021-01-12 | |
| 2020-09-30 | $14,929,928 | 179,987 | Shares | Defined | 2020-10-16 | |
| 2020-06-30 | $14,156,190 | 183,062 | Shares | Defined | 2020-07-21 | |
| 2020-03-31 | $14,167,801 | 184,141 | Shares | Defined | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||