CapWealth Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1531809 FRANKLIN, TN

Position in MRK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$35,122,391

+$2,491,083 QoQ

Shares Held

273,326

+0.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

3.05%

of 13F equity value

Holder Rank

#393

of 3,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Jun 30, 2026

CapWealth Advisors, LLC holds $131,948,097 across 6 Drug Manufacturers - General names. MRK ranks #1 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc. This page	273,326	$35,122,391
2	JNJ	Johnson & Johnson	137,077	$34,813,445
3	GILD	Gilead Sciences, Inc.	233,781	$29,535,891
4	AMGN	Amgen Inc	58,570	$21,209,368
5	LLY	ELI LILLY & Co	9,226	$11,065,942
6	ABBV	AbbVie Inc.	799	$201,060

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,122,391	273,326	+0.8%	Shares	Sole	2026-07-28
2026-03-31	$32,631,308	271,272	-17.4%	Shares	Sole	2026-05-05
2025-12-31	$34,558,436	328,315	+0.7%	Shares	Sole	2026-02-06
2025-09-30	$27,359,501	325,980	+0.1%	Shares	Sole	2026-02-06
2025-06-30	$25,768,638	325,526	+41.3%	Shares	Sole	2025-07-29
2025-03-31	$20,677,472	230,364	+7.3%	Shares	Sole	2025-04-30
2024-12-31	$21,347,811	214,594	-2.9%	Shares	Sole	2025-01-30
2024-09-30	$25,097,782	221,009	+2.7%	Shares	Sole	2024-10-31
2024-06-30	$26,632,970	215,129	-2.6%	Shares	Sole	2024-08-05
2024-03-31	$29,152,109	220,933	-2.5%	Shares	Sole	2024-05-03
2023-12-31	$24,692,375	226,494	-0.6%	Shares	Sole	2024-01-31
2023-09-30	$23,462,305	227,900	+0.5%	Shares	Sole	2023-11-01
2023-06-30	$26,177,721	226,863	-1.3%	Shares	Sole	2023-08-07
2023-03-31	$24,446,932	229,786	-0.7%	Shares	Sole	2023-05-02
2022-12-31	$25,674,162	231,403	+0.4%	Shares	Sole	2023-02-01
2022-09-30	$19,841,531	230,394	+0.8%	Shares	Sole	2022-11-02
2022-06-30	$20,842,647	228,613	-8.8%	Shares	Sole	2022-08-05
2022-03-31	$20,570,181	250,703	-0.3%	Shares	Sole	2022-05-04
2021-12-31	$19,263,770	251,354	+32.8%	Shares	Sole	2022-02-10
2021-09-30	$14,219,224	189,312	+2.2%	Shares	Sole	2021-11-09
2021-06-30	$14,412,103	185,317	+20.4%	Shares	Sole	2021-08-10
2021-03-31	$11,867,009	153,937	-1.7%	Shares	Sole	2021-05-03
2020-12-31	$12,809,547	156,596	+1.5%	Shares	Sole	2021-02-17
2020-09-30	$12,801,762	154,331	-0.9%	Shares	Sole	2020-11-12
2020-06-30	$12,041,910	155,721	+2.1%	Shares	Sole	2020-08-12
2020-03-31	$11,732,498	152,489	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.