Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,285,444
+$12,895,535 QoQ
Shares Held
282,377
+45.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#378
of 3,769 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $468,870,808 across 14 Drug Manufacturers - General names. MRK ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
708,767 | $180,005,554 | |
| 2 | LLY |
ELI LILLY & Co
|
96,123 | $115,292,819 | |
| 3 | ABBV |
AbbVie Inc.
|
297,328 | $74,819,617 | |
| 4 | MRK |
Merck & Co., Inc.
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|
282,377 | $36,285,444 | |
| 5 | AMGN |
Amgen Inc
|
70,291 | $25,453,776 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
113,192 | $14,300,677 | |
| 7 | NVS |
Novartis AG
|
38,592 | $6,048,138 | |
| 8 | PFE |
Pfizer Inc
|
247,206 | $5,952,720 |
All Filings in MRK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,285,444 | 282,377 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,389,909 | 194,446 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,602,960 | 195,734 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $16,015,017 | 202,312 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,479,708 | 150,175 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,817,709 | 199,213 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,656,487 | 217,123 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $23,480,155 | 189,662 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $23,974,523 | 181,694 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,149,799 | 175,654 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $19,343,069 | 187,888 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,386,495 | 20,682 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,484,246 | 13,951 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $12,354,171 | 111,349 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $9,234,905 | 107,233 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,782,417 | 30,519 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,914,062 | 23,328 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,838,210 | 23,985 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,713,409 | 22,812 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,674,899 | 34,395 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $3,661,622 | 47,498 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,373,085 | 212,385 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $15,686,432 | 189,107 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $13,472,593 | 174,222 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,520,872 | 19,767 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||