Position in MRK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,924,904
+$279,516 QoQ
Shares Held
30,544
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,160
of 3,766 holders
Holding Since
Mar 2020
25 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, 2026ALBION FINANCIAL GROUP /UT holds $22,152,027 across 13 Drug Manufacturers - General names. MRK ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
24,267 | $8,787,566 | |
| 2 | ABBV |
AbbVie Inc.
|
18,850 | $4,743,414 | |
| 3 | MRK |
Merck & Co., Inc.
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|
30,544 | $3,924,904 | |
| 4 | JNJ |
Johnson & Johnson
|
11,083 | $2,814,749 | |
| 5 | LLY |
ELI LILLY & Co
|
1,246 | $1,494,489 | |
| 6 | PFE |
Pfizer Inc
|
7,059 | $169,980 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
577 | $72,898 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
800 | $46,096 |
All Filings in MRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,924,904 | 30,544 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,645,388 | 30,305 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,208,745 | 30,484 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,050,267 | 36,343 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,796,485 | 35,327 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,885,335 | 32,145 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,461,777 | 44,851 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,559,102 | 48,953 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,975,207 | 48,265 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,324,627 | 47,932 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,250,294 | 48,159 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,864,181 | 47,248 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,851,341 | 42,043 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,430,079 | 41,640 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,760,309 | 42,905 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,533,761 | 41,033 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,670,139 | 40,256 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,788,715 | 33,988 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,468,728 | 19,164 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,545,838 | 20,581 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,430,890 | 18,399 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $515,994 | 6,308 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $360,998 | 4,352 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $381,005 | 4,927 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $383,699 | 4,987 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||