Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$38,774,875
+$1,564,607 QoQ
Shares Held
301,750
-2.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#365
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, 2026Private Wealth Partners, LLC holds $114,747,737 across 10 Drug Manufacturers - General names. MRK ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
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|
301,750 | $38,774,875 | |
| 2 | ABBV |
AbbVie Inc.
|
136,981 | $34,469,898 | |
| 3 | JNJ |
Johnson & Johnson
|
71,949 | $18,272,887 | |
| 4 | PFE |
Pfizer Inc
|
619,840 | $14,925,747 | |
| 5 | LLY |
ELI LILLY & Co
|
4,448 | $5,335,065 | |
| 6 | NVO |
Novo Nordisk A S
|
30,735 | $1,473,435 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
6,018 | $760,314 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,300 | $305,386 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,774,875 | 301,750 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $37,210,268 | 309,338 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $32,818,699 | 311,787 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $26,714,835 | 318,299 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,075,038 | 316,764 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $29,664,513 | 330,487 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $32,745,931 | 329,171 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $32,991,337 | 290,519 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $42,215,428 | 340,997 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $45,132,969 | 342,046 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $37,941,140 | 348,020 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $35,702,133 | 346,791 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $40,189,298 | 348,291 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $37,337,676 | 350,951 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $38,909,166 | 350,691 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $29,777,109 | 345,763 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $31,221,257 | 342,451 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $29,583,948 | 360,560 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $28,208,501 | 368,065 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $26,627,846 | 354,518 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,093,612 | 309,806 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $22,583,142 | 292,945 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $23,195,361 | 283,562 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $23,713,342 | 285,875 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $19,193,623 | 248,204 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $18,440,817 | 239,678 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||