Position in MRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,259,030
+$94,532 QoQ
Shares Held
17,580
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,511
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BSW Wealth Partners holds $16,171,442 across 12 Drug Manufacturers - General names. MRK ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,390 | $4,066,068 | |
| 2 | ABBV |
AbbVie Inc.
|
10,424 | $2,623,095 | |
| 3 | MRK |
Merck & Co., Inc.
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|
17,580 | $2,259,030 | |
| 4 | PFE |
Pfizer Inc
|
66,011 | $1,589,544 | |
| 5 | JNJ |
Johnson & Johnson
|
5,260 | $1,335,882 | |
| 6 | AMGN |
Amgen Inc
|
2,598 | $940,787 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
14,637 | $843,383 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,275 | $792,783 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,259,030 | 17,580 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,164,498 | 17,994 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,964,467 | 18,663 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,487,155 | 17,719 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,418,072 | 17,914 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,689,821 | 18,826 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,786,959 | 17,963 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,055,549 | 18,101 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,786,434 | 14,430 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,930,560 | 14,631 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,629,521 | 14,947 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,509,864 | 14,666 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,515,070 | 13,130 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,439,563 | 13,531 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,687,882 | 15,213 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,293,608 | 15,021 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,388,245 | 15,227 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,201,786 | 14,647 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,008,888 | 13,164 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,003,094 | 13,355 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,098,812 | 14,129 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $902,647 | 11,709 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,090,802 | 13,335 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $904,653 | 10,906 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $830,447 | 10,739 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $622,829 | 8,095 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||