Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,642,088
+$288,013 QoQ
Shares Held
20,561
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,413
of 3,768 holders
Holding Since
Sep 2020
24 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, 2026IMA Advisory Services, Inc. holds $10,353,187 across 15 Drug Manufacturers - General names. MRK ranks #3 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
11,097 | $2,792,449 | |
| 2 | JNJ |
Johnson & Johnson
|
10,737 | $2,726,875 | |
| 3 | MRK |
Merck & Co., Inc.
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|
20,561 | $2,642,088 | |
| 4 | LLY |
ELI LILLY & Co
|
579 | $694,470 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
8,115 | $467,586 | |
| 6 | PFE |
Pfizer Inc
|
15,178 | $365,486 | |
| 7 | AZN |
Astrazeneca PLC
|
1,743 | $330,507 | |
| 8 | NVS |
Novartis AG
|
743 | $116,442 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,642,088 | 20,561 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,354,075 | 19,570 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,175,197 | 20,665 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,765,047 | 21,030 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,662,676 | 21,004 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,762,706 | 19,638 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,042,423 | 20,531 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,368,180 | 20,854 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,578,630 | 20,829 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,789,027 | 21,137 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,874,203 | 26,364 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,978,652 | 28,933 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $3,420,390 | 29,642 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,175,741 | 29,850 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,565,489 | 32,136 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,841,787 | 32,998 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,066,502 | 33,635 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,878,149 | 35,078 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $2,650,287 | 34,581 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,772,159 | 36,908 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,872,979 | 36,942 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,845,316 | 36,909 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $17,177 | 210 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $995 | 12 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||