Position in MRK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$121,556,052
+$14,504,212 QoQ
Shares Held
1,010,525
-0.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026CWM, LLC holds $807,852,719 across 18 Drug Manufacturers - General names. MRK ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
692,270 | $169,218,478 | |
| 2 | LLY |
ELI LILLY & Co
|
144,076 | $132,516,782 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
1,010,525 | $121,556,052 | |
| 4 | ABBV |
AbbVie Inc.
|
464,400 | $101,002,356 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
1,256,734 | $76,220,917 | |
| 6 | PFE |
Pfizer Inc
|
2,111,686 | $59,296,142 | |
| 7 | AMGN |
Amgen Inc
|
157,671 | $55,476,541 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
332,096 | $46,284,219 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,556,052 | 1,010,525 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $107,051,840 | 1,017,023 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $80,158,689 | 955,066 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $61,109,699 | 771,977 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $56,711,624 | 631,814 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $60,709,659 | 610,270 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $60,707,245 | 534,583 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $64,684,138 | 522,489 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $68,116,812 | 516,232 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $56,214,200 | 515,632 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $52,366,855 | 508,663 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $58,431,880 | 506,386 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $53,152,656 | 499,602 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $56,709,429 | 511,126 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $42,806,118 | 497,052 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $43,992,989 | 482,538 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $38,166,624 | 465,163 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $30,677,612 | 400,282 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $29,422,490 | 378,327 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $29,165,244 | 378,327 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $30,947,134 | 378,327 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $31,382,239 | 378,327 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $29,256,039 | 378,327 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $29,108,467 | 378,327 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||