Position in MRK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,422,495
+$66,827 QoQ
Shares Held
11,070
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,827
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, 2026Formidable Asset Management, LLC holds $28,439,814 across 10 Drug Manufacturers - General names. MRK ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,607 | $13,921,785 | |
| 2 | JNJ |
Johnson & Johnson
|
23,878 | $6,064,295 | |
| 3 | ABBV |
AbbVie Inc.
|
9,748 | $2,452,986 | |
| 4 | AMGN |
Amgen Inc
|
5,152 | $1,865,642 | |
| 5 | MRK |
Merck & Co., Inc.
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|
11,070 | $1,422,495 | |
| 6 | PFE |
Pfizer Inc
|
56,869 | $1,369,405 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
9,040 | $520,884 | |
| 8 | NVS |
Novartis AG
|
2,430 | $380,829 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,495 | 11,070 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,355,668 | 11,270 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,235,015 | 11,733 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,121,892 | 13,367 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,286,191 | 16,248 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,458,420 | 16,248 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,114,148 | 21,252 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $2,521,713 | 22,206 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,907,690 | 23,487 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,019,807 | 22,886 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,651,980 | 15,153 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,623,109 | 15,766 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,829,046 | 15,851 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,686,387 | 15,851 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,798,388 | 16,209 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,396,005 | 16,210 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,477,136 | 16,202 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $1,275,713 | 15,548 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,194,127 | 15,581 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,199,056 | 15,964 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,282,816 | 16,495 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,325,177 | 17,190 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,611,295 | 19,698 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,633,949 | 19,698 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $1,543,352 | 19,958 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,517,256 | 19,720 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||