Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,474,121
+$2,363,038 QoQ
Shares Held
260,499
+0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#405
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $406,112,967 across 14 Drug Manufacturers - General names. MRK ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,676 | $117,155,534 | |
| 2 | ABBV |
AbbVie Inc.
|
322,558 | $81,168,495 | |
| 3 | JNJ |
Johnson & Johnson
|
314,877 | $79,969,311 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
260,499 | $33,474,121 | |
| 5 | AZN |
Astrazeneca PLC
|
119,233 | $22,608,961 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
349,560 | $20,141,647 | |
| 7 | GSK |
GSK plc
|
290,593 | $15,232,885 | |
| 8 | AMGN |
Amgen Inc
|
41,925 | $15,181,881 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,474,121 | 260,499 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,111,083 | 258,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,010,137 | 256,604 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,077,081 | 131,980 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,918,697 | 137,932 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,778,486 | 131,222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,297,066 | 143,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,105,259 | 97,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,189,347 | 98,460 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,180,635 | 61,998 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,602,020 | 33,040 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,654,939 | 54,929 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,519,218 | 47,831 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $5,114,485 | 48,073 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $4,460,078 | 40,199 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $3,393,214 | 39,401 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $671,010 | 7,360 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $567,621 | 6,918 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $575,105 | 7,504 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $594,945 | 7,921 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $545,478 | 7,014 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $406,727 | 5,276 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $389,531 | 4,762 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $419,478 | 5,057 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $402,580 | 5,206 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $414,398 | 5,386 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||