Position in MRK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,624,361
+$9,316,505 QoQ
Shares Held
262,901
+24.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Allworth Financial LP holds $325,693,383 across 18 Drug Manufacturers - General names. MRK ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
412,264 | $100,773,812 | |
| 2 | LLY |
ELI LILLY & Co
|
66,228 | $60,914,527 | |
| 3 | ABBV |
AbbVie Inc.
|
263,766 | $57,366,467 | |
| 4 | MRK |
Merck & Co., Inc.
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|
262,901 | $31,624,361 | |
| 5 | AMGN |
Amgen Inc
|
54,554 | $19,194,824 | |
| 6 | NVS |
Novartis AG
|
96,473 | $14,736,250 | |
| 7 | PFE |
Pfizer Inc
|
484,920 | $13,616,553 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
220,900 | $13,397,585 |
All Filings in MRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,624,361 | 262,901 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,307,856 | 211,931 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,380,042 | 123,675 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $9,488,988 | 119,871 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,352,273 | 104,192 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,077,550 | 91,250 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,863,348 | 69,244 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,900,915 | 63,820 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,675,086 | 50,588 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,111,293 | 46,884 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,500,046 | 43,711 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,772,529 | 41,360 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,406,141 | 41,415 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,113,914 | 37,079 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,294,176 | 38,251 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,185,479 | 34,940 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,503,099 | 30,507 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,948,725 | 25,427 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,895,926 | 25,242 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,795,164 | 23,083 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,701,068 | 22,066 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,615,794 | 19,753 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,530,262 | 18,448 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,443,210 | 18,663 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,268,970 | 16,493 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||