BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in MRK — Merck & Co., Inc.
CIK 1352860
BLUE BELL, PA
Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$412,742
+$8,328 QoQ
Shares Held
3,212
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,855
of 3,769 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $4,934,252 across 8 Drug Manufacturers - General names. MRK ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
12,585 | $3,196,212 | |
| 2 | LLY |
ELI LILLY & Co
|
584 | $700,467 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
3,212 | $412,742 | |
| 4 | AMGN |
Amgen Inc
|
658 | $238,274 | |
| 5 | PFE |
Pfizer Inc
|
8,388 | $201,983 | |
| 6 | ABBV |
AbbVie Inc.
|
476 | $119,780 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
800 | $46,096 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
148 | $18,698 |
All Filings in MRK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,742 | 3,212 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $404,414 | 3,362 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $255,044 | 2,423 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $200,005 | 2,383 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $108,607 | 1,372 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $196,394 | 2,188 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $214,180 | 2,153 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $272,430 | 2,399 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $296,377 | 2,394 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $304,276 | 2,306 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $255,978 | 2,348 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $250,477 | 2,433 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $292,859 | 2,538 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $258,634 | 2,431 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $269,719 | 2,431 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $198,076 | 2,300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $212,699 | 2,333 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $192,161 | 2,342 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $179,490 | 2,342 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||