Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,388,159
+$157,170 QoQ
Shares Held
26,367
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,273
of 3,778 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 8%
Shared 5%
None 87%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Regal Investment Advisors LLC holds $56,143,765 across 10 Drug Manufacturers - General names. MRK ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
69,318 | $17,443,181 | |
| 2 | JNJ |
Johnson & Johnson
|
65,349 | $16,596,685 | |
| 3 | PFE |
Pfizer Inc
|
378,806 | $9,121,648 | |
| 4 | LLY |
ELI LILLY & Co
|
4,324 | $5,186,335 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
26,367 | $3,388,159 | |
| 6 | AMGN |
Amgen Inc
|
4,280 | $1,549,873 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
16,352 | $942,202 | |
| 8 | NVS |
Novartis AG
|
5,361 | $840,175 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,388,159 | 26,367 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,230,989 | 26,860 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,780,653 | 26,417 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $930,783 | 11,090 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $832,763 | 10,520 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,035,471 | 11,536 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,150,884 | 11,569 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,462,085 | 12,875 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,611,133 | 13,014 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,702,286 | 12,901 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,441,680 | 13,224 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,375,000 | 13,356 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,604,497 | 13,905 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,379,665 | 12,968 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,537,767 | 13,860 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,139,281 | 13,229 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,216,663 | 13,345 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,030,465 | 12,559 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,036,479 | 13,524 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $972,298 | 12,945 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $995,222 | 12,797 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $967,938 | 11,833 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $676,251 | 8,745 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||