Position in MRK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$810,835
+$53,129 QoQ
Shares Held
6,310
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,285
of 3,769 holders
Holding Since
Mar 2020
23 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, 2026Aspen Investment Management Inc holds $18,932,992 across 9 Drug Manufacturers - General names. MRK ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,458 | $4,687,778 | |
| 2 | LLY |
ELI LILLY & Co
|
3,349 | $4,016,891 | |
| 3 | ABBV |
AbbVie Inc.
|
13,782 | $3,468,102 | |
| 4 | AMGN |
Amgen Inc
|
7,645 | $2,768,407 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
25,285 | $1,456,921 | |
| 6 | PFE |
Pfizer Inc
|
38,006 | $915,184 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
6,310 | $810,835 | |
| 8 | NVS |
Novartis AG
|
3,736 | $585,505 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,835 | 6,310 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $757,706 | 6,299 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $628,296 | 5,969 | Shares | Sole | 2026-02-06 | |
| 2024-12-31 | $795,541 | 7,997 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,031,351 | 9,082 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,111,105 | 8,975 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,060,878 | 8,040 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $786,797 | 7,217 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $707,987 | 6,877 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $541,409 | 4,692 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $499,181 | 4,692 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $528,343 | 4,762 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $410,103 | 4,762 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $434,151 | 4,762 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $389,081 | 4,742 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $363,426 | 4,742 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $367,438 | 4,892 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $394,604 | 5,074 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $393,082 | 5,099 | Shares | Sole | 2021-06-10 | |
| 2020-12-31 | $437,548 | 5,349 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $436,649 | 5,264 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $418,664 | 5,414 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $424,246 | 5,514 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||