Position in MRK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,389,971
+$78,118 QoQ
Shares Held
18,599
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,480
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $17,102,053 across 16 Drug Manufacturers - General names. MRK ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,534 | $7,754,719 | |
| 2 | ABBV |
AbbVie Inc.
|
10,506 | $2,643,729 | |
| 3 | MRK |
Merck & Co., Inc.
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|
18,599 | $2,389,971 | |
| 4 | LLY |
ELI LILLY & Co
|
901 | $1,080,686 | |
| 5 | PFE |
Pfizer Inc
|
40,840 | $983,427 | |
| 6 | NVS |
Novartis AG
|
4,893 | $766,830 | |
| 7 | AZN |
Astrazeneca PLC
|
2,497 | $473,481 | |
| 8 | AMGN |
Amgen Inc
|
1,004 | $363,568 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,389,971 | 18,599 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,311,853 | 19,219 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,945,625 | 18,484 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,663,324 | 19,818 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,420,605 | 17,946 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,651,584 | 18,400 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,815,211 | 18,247 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,090,298 | 18,407 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,650,996 | 13,336 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,819,194 | 13,787 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,491,175 | 13,678 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,371,499 | 13,322 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,395,065 | 12,090 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,327,747 | 12,480 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,236,204 | 11,142 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $941,722 | 10,935 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $869,579 | 9,538 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $763,721 | 9,308 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $685,391 | 8,943 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $581,276 | 7,739 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $572,231 | 7,358 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $563,219 | 7,306 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $603,765 | 7,381 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $595,083 | 7,174 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $554,765 | 7,174 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $650,989 | 8,461 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||