Position in MRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,300,573
+$397,309 QoQ
Shares Held
72,378
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#772
of 3,768 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Analysts, LLC holds $29,659,281 across 14 Drug Manufacturers - General names. MRK ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
72,378 | $9,300,573 | |
| 2 | JNJ |
Johnson & Johnson
|
32,347 | $8,215,167 | |
| 3 | LLY |
ELI LILLY & Co
|
5,315 | $6,374,970 | |
| 4 | ABBV |
AbbVie Inc.
|
7,055 | $1,775,319 | |
| 5 | AMGN |
Amgen Inc
|
3,021 | $1,093,963 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
6,923 | $874,651 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
11,930 | $687,405 | |
| 8 | NVS |
Novartis AG
|
4,070 | $637,849 |
All Filings in MRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,300,573 | 72,378 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $8,903,264 | 74,015 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $5,623,141 | 66,998 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,159,410 | 65,177 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,649,673 | 62,942 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,974,072 | 60,053 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,896,611 | 60,731 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,458,825 | 60,249 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,996,565 | 60,603 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,911,540 | 63,397 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $6,618,345 | 64,287 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,428,923 | 64,381 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,196,325 | 67,641 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $7,483,133 | 67,446 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,780,631 | 67,123 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,932,431 | 65,070 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,169,067 | 62,999 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,741,102 | 61,862 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $4,603,717 | 61,293 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $4,748,325 | 61,056 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $4,522,332 | 58,663 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,620,716 | 56,488 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,746,567 | 57,222 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,557,290 | 58,933 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,583,929 | 59,578 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||