Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,222,677
+$71,983 QoQ
Shares Held
9,515
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,959
of 3,778 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, 2026Institute for Wealth Management, LLC. holds $23,344,163 across 14 Drug Manufacturers - General names. MRK ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,669 | $6,799,569 | |
| 2 | ABBV |
AbbVie Inc.
|
18,395 | $4,628,917 | |
| 3 | AMGN |
Amgen Inc
|
11,683 | $4,230,647 | |
| 4 | JNJ |
Johnson & Johnson
|
10,495 | $2,665,415 | |
| 5 | MRK |
Merck & Co., Inc.
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|
9,515 | $1,222,677 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
20,230 | $1,165,652 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,422 | $937,695 | |
| 8 | NVS |
Novartis AG
|
3,614 | $566,386 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,677 | 9,515 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,150,694 | 9,566 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,006,917 | 9,566 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $748,991 | 8,924 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $737,612 | 9,318 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $843,295 | 9,395 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $941,777 | 9,467 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,081,772 | 9,526 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,188,727 | 9,602 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,105,081 | 8,375 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $916,858 | 8,410 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $876,413 | 8,513 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $982,315 | 8,513 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $908,889 | 8,543 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $969,703 | 8,740 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $807,375 | 9,375 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $945,888 | 10,375 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $769,957 | 9,384 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $719,113 | 9,383 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $694,316 | 9,244 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $738,348 | 9,494 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $732,586 | 9,503 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $785,934 | 9,608 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $731,536 | 8,819 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $657,691 | 8,505 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $630,676 | 8,197 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||