Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,627,195
+$390,975 QoQ
Shares Held
12,663
+23.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,732
of 3,766 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $17,885,890 across 12 Drug Manufacturers - General names. MRK ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
17,508 | $4,405,712 | |
| 2 | JNJ |
Johnson & Johnson
|
12,574 | $3,193,418 | |
| 3 | LLY |
ELI LILLY & Co
|
2,498 | $2,996,175 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
17,214 | $2,174,816 | |
| 5 | AMGN |
Amgen Inc
|
5,256 | $1,903,301 | |
| 6 | MRK |
Merck & Co., Inc.
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|
12,663 | $1,627,195 | |
| 7 | PFE |
Pfizer Inc
|
51,109 | $1,230,703 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,625 | $208,872 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,627,195 | 12,663 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,236,220 | 10,277 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,099,861 | 10,449 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $942,952 | 11,235 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $815,902 | 10,307 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $577,695 | 6,436 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $602,550 | 6,057 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $659,670 | 5,809 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $706,774 | 5,709 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $848,834 | 6,433 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $692,822 | 6,355 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $648,070 | 6,295 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $610,874 | 5,294 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $461,307 | 4,336 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $581,710 | 5,243 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $968,074 | 11,241 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,024,841 | 11,241 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $922,242 | 11,240 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $861,356 | 11,239 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $844,086 | 11,238 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $881,678 | 11,337 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $873,969 | 11,337 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $927,284 | 11,336 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $963,713 | 11,618 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $898,343 | 11,617 | Shares | Other | 2021-11-02 | |
| 2020-03-31 | $893,734 | 11,616 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||