Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,807,943
+$523,002 QoQ
Shares Held
45,198
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#975
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, 2026Smith Salley Wealth Management holds $107,302,312 across 8 Drug Manufacturers - General names. MRK ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
159,074 | $40,029,381 | |
| 2 | LLY |
ELI LILLY & Co
|
23,731 | $28,463,675 | |
| 3 | JNJ |
Johnson & Johnson
|
63,130 | $16,033,126 | |
| 4 | AZN |
Astrazeneca PLC
|
61,200 | $11,604,744 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
45,198 | $5,807,943 | |
| 6 | AMGN |
Amgen Inc
|
11,307 | $4,094,490 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
11,437 | $658,999 | |
| 8 | NVS |
Novartis AG
|
3,892 | $609,954 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,807,943 | 45,198 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,284,941 | 43,935 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,048,931 | 38,466 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,260,009 | 38,842 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $12,244,706 | 154,683 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $13,729,061 | 152,953 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,730,546 | 168,180 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $19,106,015 | 168,246 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $20,345,044 | 164,338 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $20,614,152 | 156,227 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $22,673,433 | 207,975 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $21,052,759 | 204,495 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $22,145,994 | 191,923 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $20,301,445 | 190,821 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $20,786,259 | 187,348 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $15,313,082 | 177,811 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $16,008,357 | 175,588 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $13,874,326 | 169,096 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $12,646,519 | 165,012 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $10,910,102 | 145,255 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $11,101,900 | 142,753 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $10,643,744 | 138,069 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $10,584,423 | 129,394 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $10,169,176 | 122,594 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $9,415,549 | 121,758 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $8,888,104 | 115,520 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||