SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in MRK — Merck & Co., Inc.
CIK 1079935
LOS ANGELES, CA
Position in MRK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$928,926
+$131,525 QoQ
Shares Held
7,229
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,180
of 3,769 holders
Holding Since
Sep 2020
18 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $78,743,107 across 9 Drug Manufacturers - General names. MRK ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
57,559 | $69,037,996 | |
| 2 | JNJ |
Johnson & Johnson
|
8,972 | $2,278,618 | |
| 3 | AMGN |
Amgen Inc
|
6,232 | $2,256,731 | |
| 4 | ABBV |
AbbVie Inc.
|
5,312 | $1,336,711 | |
| 5 | AZN |
Astrazeneca PLC
|
6,802 | $1,289,794 | |
| 6 | PFE |
Pfizer Inc
|
38,803 | $934,375 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
7,229 | $928,926 | |
| 8 | NVO |
Novo Nordisk A S
|
8,810 | $422,350 |
All Filings in MRK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,926 | 7,229 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $797,401 | 6,629 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $828,606 | 7,872 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $696,283 | 8,296 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $638,741 | 8,069 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $998,758 | 11,127 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $19,776,722 | 198,801 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,233,675 | 186,982 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $17,106,064 | 138,175 | Shares | Defined | 2024-07-26 | |
| 2024-03-31 | $16,870,334 | 127,854 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,463,315 | 123,494 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $11,931,492 | 115,896 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $12,517,045 | 108,476 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $11,398,411 | 107,138 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $12,128,054 | 109,311 | Shares | Defined | 2023-01-11 | |
| 2022-06-30 | $218,989 | 2,402 | Shares | Defined | 2022-07-13 | |
| 2020-12-31 | $284,254 | 3,475 | Shares | Defined | 2021-01-13 | |
| 2020-09-30 | $212,932 | 2,567 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||