Position in MRK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,755,541
+$18,853 QoQ
Shares Held
29,226
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,190
of 3,769 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Derivatives in MRK
reported options exposure · as of Dec 31, 2025CallValue
$21,052
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $62,126,199 across 15 Drug Manufacturers - General names. MRK ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,302 | $26,749,690 | |
| 2 | JNJ |
Johnson & Johnson
|
49,143 | $12,480,847 | |
| 3 | ABBV |
AbbVie Inc.
|
32,220 | $8,107,840 | |
| 4 | MRK |
Merck & Co., Inc.
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|
29,226 | $3,755,541 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
56,350 | $3,246,887 | |
| 6 | PFE |
Pfizer Inc
|
90,498 | $2,179,191 | |
| 7 | AMGN |
Amgen Inc
|
3,654 | $1,323,186 | |
| 8 | AZN |
Astrazeneca PLC
|
4,594 | $871,114 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,755,541 | 29,226 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,736,688 | 31,064 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,843,568 | 36,515 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $21,052 | 200 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $3,167,602 | 37,741 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,424,936 | 43,266 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $11,433,534 | 114,933 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $14,478,559 | 127,497 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $18,329,704 | 148,059 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $21,451,771 | 162,575 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $15,985,493 | 146,629 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $16,737,096 | 162,575 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $19,511,756 | 169,094 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $18,969,549 | 178,302 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $21,303,620 | 192,011 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $16,516,007 | 191,779 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $10,439,965 | 114,511 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $8,748,825 | 106,628 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $8,365,868 | 109,158 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $7,934,920 | 105,644 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $7,900,342 | 101,586 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $7,542,102 | 97,835 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,504,890 | 67,297 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $7,438,211 | 89,671 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $6,032,823 | 78,014 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $5,872,672 | 76,328 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||