Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$165,765
-$31,751 QoQ
Shares Held
1,290
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,535
of 3,768 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, 2026Plante Moran Financial Advisors, LLC holds $5,321,402 across 15 Drug Manufacturers - General names. MRK ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
8,905 | $2,261,602 | |
| 2 | LLY |
ELI LILLY & Co
|
839 | $1,006,321 | |
| 3 | AMGN |
Amgen Inc
|
2,109 | $763,711 | |
| 4 | ABBV |
AbbVie Inc.
|
2,355 | $592,612 | |
| 5 | PFE |
Pfizer Inc
|
11,175 | $269,094 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
1,290 | $165,765 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,848 | $106,481 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
677 | $85,532 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,765 | 1,290 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $197,516 | 1,642 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $374,725 | 3,560 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $256,993 | 3,062 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $240,408 | 3,037 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $190,291 | 2,120 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $290,382 | 2,919 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $317,173 | 2,793 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,767,864 | 14,280 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,870,919 | 14,179 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,550,155 | 14,219 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,459,831 | 14,180 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,723,811 | 14,939 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,591,913 | 14,963 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,944,620 | 17,527 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $490,022 | 5,690 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $551,852 | 6,053 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $503,869 | 6,141 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $521,918 | 6,810 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $627,619 | 8,356 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,459,665 | 18,769 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,508,664 | 32,542 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,514,612 | 30,741 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,529,146 | 30,490 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $583,223 | 7,542 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $639,371 | 8,310 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||