Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,451,290
+$802,950 QoQ
Shares Held
81,333
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#727
of 3,768 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Derivatives in MRK
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$49,000
PutShares
16,034
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $133,198,589 across 14 Drug Manufacturers - General names. MRK ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
37,313 | $44,754,335 | |
| 2 | ABBV |
AbbVie Inc.
|
111,476 | $28,051,820 | |
| 3 | JNJ |
Johnson & Johnson
|
90,574 | $23,003,078 | |
| 4 | MRK |
Merck & Co., Inc.
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|
81,333 | $10,451,290 | |
| 5 | AMGN |
Amgen Inc
|
17,744 | $6,425,457 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
39,409 | $4,978,933 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,767 | $3,904,734 | |
| 8 | PFE |
Pfizer Inc
|
152,791 | $3,679,207 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,451,290 | 81,333 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,648,340 | 80,209 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $8,329,013 | 79,128 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,335,791 | 75,489 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,861,057 | 61,408 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,110,052 | 68,071 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,533,222 | 75,726 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,163,951 | 80,697 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $12,870,371 | 103,961 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $21,362,177 | 161,896 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $17,442,109 | 159,990 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $11,865,193 | 115,252 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $6,228,708 | 58,546 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,409,757 | 111,850 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $8,120,685 | 94,295 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $8,479,995 | 93,013 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,073,120 | 86,205 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,500,988 | 84,825 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $6,921,996 | 89,006 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $7,723,419 | 100,187 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,046,666 | 110,595 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $8,891,663 | 107,193 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $49,000 | 15,300 | Put | Sole | 2020-07-29 | |
| 2020-06-30 | $8,499,034 | 109,906 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $62,000 | 15,300 | Put | Sole | 2020-04-17 | |
| 2020-03-31 | $7,277,674 | 94,589 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||