Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,364,091
+$442,455 QoQ
Shares Held
49,526
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#936
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026Forvis Mazars Wealth Advisors, LLC holds $83,206,945 across 10 Drug Manufacturers - General names. MRK ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
42,430 | $50,891,819 | |
| 2 | JNJ |
Johnson & Johnson
|
56,938 | $14,460,543 | |
| 3 | ABBV |
AbbVie Inc.
|
28,316 | $7,125,438 | |
| 4 | MRK |
Merck & Co., Inc.
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|
49,526 | $6,364,091 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
25,031 | $1,442,286 | |
| 6 | PFE |
Pfizer Inc
|
44,567 | $1,073,173 | |
| 7 | AMGN |
Amgen Inc
|
2,240 | $811,148 | |
| 8 | AZN |
Astrazeneca PLC
|
2,202 | $417,543 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,364,091 | 49,526 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,921,636 | 49,228 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,175,634 | 49,170 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,420,593 | 52,670 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,217,407 | 53,277 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,832,139 | 53,834 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,055,573 | 50,820 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,286,227 | 55,356 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,054,866 | 56,986 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,216,081 | 54,688 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,337,877 | 58,135 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,270,684 | 60,910 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,083,270 | 78,718 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,457,234 | 60,694 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,485,804 | 58,457 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,140,244 | 59,687 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,301,717 | 58,152 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,320,973 | 40,475 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,847,405 | 37,153 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,674,216 | 35,604 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,702,507 | 34,750 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,744,790 | 35,605 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,680,671 | 44,996 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,510,279 | 42,318 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,191,951 | 41,277 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,762,683 | 35,907 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||