Position in MRK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$905,539
+$139,412 QoQ
Shares Held
7,047
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,204
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $17,924,673 across 8 Drug Manufacturers - General names. MRK ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
16,149 | $4,101,361 | |
| 2 | AMGN |
Amgen Inc
|
8,964 | $3,246,043 | |
| 3 | NVS |
Novartis AG
|
20,231 | $3,170,602 | |
| 4 | ABBV |
AbbVie Inc.
|
10,847 | $2,729,539 | |
| 5 | PFE |
Pfizer Inc
|
94,815 | $2,283,145 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
7,047 | $905,539 | |
| 7 | LLY |
ELI LILLY & Co
|
740 | $887,578 | |
| 8 | SNY |
Sanofi
|
14,085 | $600,866 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,539 | 7,047 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $766,127 | 6,369 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $668,401 | 6,350 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $534,969 | 6,374 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $498,787 | 6,301 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $597,083 | 6,652 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,003,952 | 10,092 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,757,000 | 15,472 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,002,217 | 16,173 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,261,754 | 17,141 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,917,225 | 17,586 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,869,263 | 18,157 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,192,179 | 18,998 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,058,327 | 19,347 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,066,103 | 27,635 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,416,699 | 28,062 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,554,127 | 28,015 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,342,199 | 28,546 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $561,234 | 7,323 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $556,189 | 7,405 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $567,721 | 7,300 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $430,856 | 5,589 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $457,179 | 5,589 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $349,053 | 4,208 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $321,770 | 4,161 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $316,684 | 4,116 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||