Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,677,141
+$818,290 QoQ
Shares Held
114,219
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#606
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $223,873,417 across 13 Drug Manufacturers - General names. MRK ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
268,723 | $68,247,580 | |
| 2 | LLY |
ELI LILLY & Co
|
44,320 | $53,158,741 | |
| 3 | AZN |
Astrazeneca PLC
|
224,312 | $42,534,041 | |
| 4 | ABBV |
AbbVie Inc.
|
122,966 | $30,943,164 | |
| 5 | MRK |
Merck & Co., Inc.
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|
114,219 | $14,677,141 | |
| 6 | AMGN |
Amgen Inc
|
14,249 | $5,159,847 | |
| 7 | PFE |
Pfizer Inc
|
137,811 | $3,318,488 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
20,797 | $2,627,492 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,677,141 | 114,219 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,858,851 | 115,212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,939,566 | 103,929 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,877,527 | 105,773 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,742,905 | 110,446 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,851,249 | 109,751 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,626,327 | 116,871 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,941,420 | 122,767 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,150,025 | 122,375 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $15,943,386 | 120,829 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,865,995 | 118,015 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,448,508 | 120,918 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,535,623 | 108,637 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $17,601,799 | 165,446 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,910,318 | 170,440 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,817,539 | 206,892 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $18,772,267 | 205,904 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $16,798,752 | 204,738 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $16,009,482 | 208,892 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $16,139,035 | 214,872 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $17,413,091 | 223,905 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,441,918 | 213,282 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $17,628,464 | 215,507 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,130,290 | 170,347 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $13,275,865 | 171,678 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,033,806 | 143,408 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||