PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in MRK — Merck & Co., Inc.

CIK 1350660 FORT WAYNE, IN

Position in MRK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$249,675

+$28,823 QoQ

Shares Held

1,943

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#3,354

of 3,769 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $4,779,706 across 6 Drug Manufacturers - General names. MRK ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,337	$2,803,068
2	ABBV	AbbVie Inc.	2,721	$684,712
3	JNJ	Johnson & Johnson	2,228	$565,845
4	MRK	Merck & Co., Inc. This page	1,943	$249,675
5	AMGN	Amgen Inc	689	$249,500
6	GILD	Gilead Sciences, Inc.	1,796	$226,906

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,675	1,943	+5.8%	Shares	Sole	2026-08-03
2026-03-31	$220,852	1,836	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.