Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,456,521
+$47,383 QoQ
Shares Held
26,899
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,254
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, 2026Valmark Advisers, Inc. holds $25,445,603 across 11 Drug Manufacturers - General names. MRK ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,846 | $7,011,868 | |
| 2 | JNJ |
Johnson & Johnson
|
23,608 | $5,995,723 | |
| 3 | MRK |
Merck & Co., Inc.
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|
26,899 | $3,456,521 | |
| 4 | AMGN |
Amgen Inc
|
8,535 | $3,090,694 | |
| 5 | ABBV |
AbbVie Inc.
|
10,340 | $2,601,957 | |
| 6 | NVS |
Novartis AG
|
8,050 | $1,261,596 | |
| 7 | PFE |
Pfizer Inc
|
33,525 | $807,282 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,261 | $411,994 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,456,521 | 26,899 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,409,138 | 28,341 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,865,071 | 27,219 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,322,510 | 27,672 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,111,197 | 26,670 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,421,276 | 26,975 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,718,887 | 27,331 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,790,282 | 24,571 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,989,274 | 24,146 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,117,714 | 23,628 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,468,430 | 22,642 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,328,317 | 22,616 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,655,470 | 23,013 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,432,288 | 22,862 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,508,801 | 22,612 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,839,867 | 21,364 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,956,872 | 21,464 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,617,615 | 19,715 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,578,017 | 20,590 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,470,503 | 19,578 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,553,611 | 19,977 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,516,515 | 19,672 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,464,055 | 17,898 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $696,863 | 8,401 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $633,874 | 8,197 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $664,530 | 8,637 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||