Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,505,506
+$81,032 QoQ
Shares Held
11,716
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,795
of 3,769 holders
Holding Since
Mar 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, 2026Westover Capital Advisors, LLC holds $13,813,106 across 9 Drug Manufacturers - General names. MRK ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,728 | $4,471,475 | |
| 2 | ABBV |
AbbVie Inc.
|
8,549 | $2,151,270 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
15,885 | $2,006,910 | |
| 4 | JNJ |
Johnson & Johnson
|
6,016 | $1,527,883 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
11,716 | $1,505,506 | |
| 6 | AMGN |
Amgen Inc
|
2,375 | $860,035 | |
| 7 | AZN |
Astrazeneca PLC
|
4,458 | $845,325 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,182 | $240,966 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,505,506 | 11,716 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,424,474 | 11,842 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $594,719 | 5,650 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $502,027 | 5,593 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,802,523 | 38,224 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,736,474 | 41,709 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,263,480 | 42,516 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,734,151 | 43,457 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,703,667 | 43,145 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,048,199 | 39,322 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,656,678 | 40,356 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,298,475 | 40,403 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $4,577,131 | 41,254 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $3,347,570 | 38,871 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,326,063 | 36,482 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,740,470 | 33,400 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,659,254 | 34,698 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,511,828 | 33,442 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,411,025 | 31,002 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,029,318 | 26,324 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,146,590 | 14,017 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,146,452 | 13,821 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $831,684 | 10,755 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $248,054 | 3,224 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||