Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,392,541
-$3,576,128 QoQ
Shares Held
18,619
-62.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,481
of 3,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $69,262,222 across 12 Drug Manufacturers - General names. MRK ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
244,804 | $62,172,871 | |
| 2 | MRK |
Merck & Co., Inc.
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|
18,619 | $2,392,541 | |
| 3 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 4 | LLY |
ELI LILLY & Co
|
1,021 | $1,224,618 | |
| 5 | AMGN |
Amgen Inc
|
1,607 | $581,926 | |
| 6 | BIIB |
Biogen Inc.
|
2,009 | $434,064 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,808 | $228,422 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,250 | $72,025 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,392,541 | 18,619 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,968,669 | 49,619 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $64,268,913 | 610,573 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,541,161 | 614,097 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,656,904 | 589,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $50,758,741 | 565,494 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $53,218,815 | 534,970 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $56,182,674 | 494,740 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $59,265,288 | 478,718 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $61,544,778 | 466,425 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $49,969,535 | 458,352 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $50,176,697 | 487,389 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $55,441,087 | 480,467 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $50,750,264 | 477,021 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $50,823,088 | 458,072 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $38,790,428 | 450,423 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $38,439,733 | 421,627 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $27,840,631 | 339,313 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $22,780,933 | 297,246 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $20,594,636 | 274,193 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $20,106,889 | 258,543 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $17,339,631 | 224,927 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $13,294,620 | 162,526 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,303,029 | 160,374 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,948,354 | 128,648 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,162,594 | 67,099 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||