Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$217,293
+$11,958 QoQ
Shares Held
1,691
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#3,450
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,887,983 across 15 Drug Manufacturers - General names. MRK ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
420 | $503,760 | |
| 2 | JNJ |
Johnson & Johnson
|
1,440 | $365,716 | |
| 3 | ABBV |
AbbVie Inc.
|
1,432 | $360,348 | |
| 4 | MRK |
Merck & Co., Inc.
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|
1,691 | $217,293 | |
| 5 | AMGN |
Amgen Inc
|
553 | $200,252 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,069 | $61,595 | |
| 7 | NVS |
Novartis AG
|
319 | $49,993 | |
| 8 | AZN |
Astrazeneca PLC
|
243 | $46,077 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,293 | 1,691 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $205,335 | 1,707 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $171,784 | 1,632 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $132,273 | 1,576 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $119,769 | 1,513 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $36,801 | 410 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $49,143 | 494 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $54,963 | 484 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $182,357 | 1,473 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $194,362 | 1,473 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $52,765 | 484 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $49,827 | 484 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $55,848 | 484 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $67,451 | 634 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $70,120 | 632 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $65,795 | 764 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $69,653 | 764 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $62,686 | 764 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $57,863 | 755 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $52,051 | 693 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $53,894 | 693 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $58,553 | 796 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $58,540 | 750 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $54,772 | 692 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $51,946 | 704 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $50,583 | 689 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||