Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,168,398
+$271,152 QoQ
Shares Held
40,221
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,029
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, 2026WealthTrust Axiom LLC holds $55,432,985 across 12 Drug Manufacturers - General names. MRK ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,745 | $10,489,016 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
119,517 | $6,886,569 | |
| 3 | PFE |
Pfizer Inc
|
281,791 | $6,785,527 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
42,122 | $5,321,693 | |
| 5 | JNJ |
Johnson & Johnson
|
20,387 | $5,177,686 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
40,221 | $5,168,398 | |
| 7 | NVS |
Novartis AG
|
32,676 | $5,120,982 | |
| 8 | NVO |
Novo Nordisk A S
|
81,667 | $3,915,115 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,168,398 | 40,221 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,897,246 | 40,712 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,284,818 | 40,707 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,419,392 | 40,741 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,185,002 | 40,235 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,760,405 | 41,894 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,204,223 | 42,262 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,791,550 | 42,194 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,260,262 | 42,490 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,645,744 | 42,787 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,719,148 | 43,287 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,395,450 | 42,695 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,203,050 | 45,091 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,807,444 | 45,187 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,130,660 | 46,243 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,982,102 | 46,239 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,215,244 | 46,235 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,793,171 | 46,230 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,542,684 | 46,225 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,526,114 | 46,946 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,650,368 | 46,938 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,572,198 | 46,338 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,790,037 | 46,333 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,872,771 | 46,688 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $3,401,593 | 43,988 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,422,058 | 44,477 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||