Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,704,936
+$662,676 QoQ
Shares Held
91,089
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#692
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 4%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $107,333,424 across 10 Drug Manufacturers - General names. MRK ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
130,109 | $33,043,781 | |
| 2 | LLY |
ELI LILLY & Co
|
25,798 | $30,942,896 | |
| 3 | ABBV |
AbbVie Inc.
|
79,804 | $20,081,878 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
91,089 | $11,704,936 | |
| 5 | AMGN |
Amgen Inc
|
16,770 | $6,072,752 | |
| 6 | PFE |
Pfizer Inc
|
93,409 | $2,249,288 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,443 | $1,319,368 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
21,171 | $1,219,873 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,704,936 | 91,089 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $11,042,260 | 91,797 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,799,705 | 93,100 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $7,935,160 | 94,545 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,596,033 | 95,958 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,067,823 | 101,023 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,352,981 | 104,071 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,889,730 | 104,700 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $13,139,265 | 106,133 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $14,152,561 | 107,257 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,106,343 | 111,047 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $11,326,249 | 110,017 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,195,537 | 114,356 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,918,125 | 112,023 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,545,005 | 113,069 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,727,511 | 112,953 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,124,245 | 111,048 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,179,999 | 111,883 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,805,552 | 114,895 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,706,374 | 115,915 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $9,330,765 | 119,979 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,781,260 | 126,881 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,748,267 | 131,397 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,823,900 | 130,487 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,385,113 | 134,296 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,363,043 | 134,690 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||