Position in MRK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,079,143
+$62,934 QoQ
Shares Held
8,398
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,053
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, 2026YHB Investment Advisors, Inc. holds $47,554,904 across 9 Drug Manufacturers - General names. MRK ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
45,813 | $16,589,803 | |
| 2 | LLY |
ELI LILLY & Co
|
9,488 | $11,380,192 | |
| 3 | ABBV |
AbbVie Inc.
|
37,440 | $9,421,401 | |
| 4 | JNJ |
Johnson & Johnson
|
24,249 | $6,158,518 | |
| 5 | MRK |
Merck & Co., Inc.
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|
8,398 | $1,079,143 | |
| 6 | PFE |
Pfizer Inc
|
44,361 | $1,068,212 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,454 | $689,058 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,753 | $619,587 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,143 | 8,398 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,016,209 | 8,448 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $878,710 | 8,348 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $718,692 | 8,563 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $679,430 | 8,583 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,100,547 | 12,261 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,322,686 | 13,296 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,668,877 | 14,696 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,378,141 | 11,132 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,490,111 | 11,293 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,279,676 | 11,738 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,212,339 | 11,776 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,332,754 | 11,550 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,282,318 | 12,053 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,347,154 | 12,142 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,041,190 | 12,090 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,099,327 | 12,058 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,000,599 | 12,195 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $971,565 | 12,677 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $946,085 | 12,596 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,035,585 | 13,316 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,015,352 | 13,171 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,072,561 | 13,112 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,077,106 | 12,985 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,271,073 | 16,437 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,293,437 | 16,811 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||