HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in MRK — Merck & Co., Inc.
CIK 1484205
LONG BEACH, CA
Position in MRK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,553
+$2,343 QoQ
Shares Held
51
+45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,735
of 3,769 holders
Holding Since
Mar 2020
20 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $2,184,628 across 14 Drug Manufacturers - General names. MRK ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,549 | $1,857,917 | |
| 2 | ABBV |
AbbVie Inc.
|
1,070 | $269,254 | |
| 3 | NVO |
Novo Nordisk A S
|
531 | $25,456 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
64 | $8,085 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
51 | $6,553 | |
| 6 | JNJ |
Johnson & Johnson
|
17 | $4,317 | |
| 7 | AZN |
Astrazeneca PLC
|
21 | $3,982 | |
| 8 | GSK |
GSK plc
|
46 | $2,411 |
All Filings in MRK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,553 | 51 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,210 | 35 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,684 | 35 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $25,262 | 301 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $59,211 | 748 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $25,043 | 279 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $28,152 | 283 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $599,188 | 5,632 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $537,996 | 4,849 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $386,333 | 4,486 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $361,671 | 3,967 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $337,225 | 4,110 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $306,635 | 4,001 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $287,971 | 3,834 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $316,368 | 4,068 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $305,430 | 3,962 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $326,708 | 3,994 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $337,440 | 4,068 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $297,565 | 3,848 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $306,066 | 3,978 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||