Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,066,794
-$175,050 QoQ
Shares Held
16,084
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,563
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $34,560,047 across 8 Drug Manufacturers - General names. MRK ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
47,126 | $11,968,589 | |
| 2 | LLY |
ELI LILLY & Co
|
5,869 | $7,039,455 | |
| 3 | AZN |
Astrazeneca PLC
|
18,550 | $3,517,450 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
24,720 | $3,123,124 | |
| 5 | PFE |
Pfizer Inc
|
121,118 | $2,916,521 | |
| 6 | ABBV |
AbbVie Inc.
|
10,123 | $2,547,351 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
16,084 | $2,066,794 | |
| 8 | AMGN |
Amgen Inc
|
3,813 | $1,380,763 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,066,794 | 16,084 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,241,844 | 18,637 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,547,215 | 14,699 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,199,863 | 14,296 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $1,056,626 | 13,348 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $997,413 | 11,112 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,273,443 | 12,801 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,538,056 | 13,544 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,829,144 | 14,775 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,042,585 | 15,480 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,619,600 | 14,856 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,138,991 | 20,777 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,474,999 | 21,449 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,276,639 | 21,399 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,147,089 | 37,378 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,165,943 | 36,762 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,853,073 | 31,294 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,568,575 | 31,305 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,955,546 | 25,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,712,883 | 22,805 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,659,067 | 21,333 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,371,983 | 30,769 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,466,264 | 17,925 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,442,501 | 17,390 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,275,868 | 16,499 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,337,755 | 17,387 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||