Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,173,576
-$96,605 QoQ
Shares Held
94,736
-7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#674
of 3,768 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Choate Investment Advisors holds $157,042,184 across 12 Drug Manufacturers - General names. MRK ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
50,791 | $60,920,254 | |
| 2 | JNJ |
Johnson & Johnson
|
184,823 | $46,939,497 | |
| 3 | ABBV |
AbbVie Inc.
|
71,634 | $18,025,979 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
94,736 | $12,173,576 | |
| 5 | NVS |
Novartis AG
|
29,237 | $4,582,022 | |
| 6 | AMGN |
Amgen Inc
|
12,190 | $4,414,242 | |
| 7 | PFE |
Pfizer Inc
|
142,810 | $3,438,864 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
42,788 | $2,465,444 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,173,576 | 94,736 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,270,181 | 102,005 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,368,110 | 98,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,127,251 | 84,919 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,615,480 | 83,571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,472,234 | 72,106 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,465,576 | 75,046 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,576,619 | 75,525 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,065,559 | 81,305 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,628,176 | 80,547 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,682,679 | 79,643 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,864,350 | 76,390 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,833,019 | 67,883 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,029,014 | 56,669 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,314,053 | 56,909 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,847,867 | 56,292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,198,604 | 57,021 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,620,891 | 56,318 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,379,746 | 57,147 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,358,257 | 58,025 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,827,028 | 62,068 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $5,350,896 | 69,411 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,591,518 | 68,356 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,685,976 | 68,547 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,459,887 | 70,605 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,524,828 | 71,807 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||