Position in MRK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,639,427
+$671,928 QoQ
Shares Held
75,015
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#756
of 3,769 holders
Holding Since
Mar 2020
25 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, 2026Sowell Financial Services LLC holds $62,788,240 across 14 Drug Manufacturers - General names. MRK ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
57,238 | $14,536,734 | |
| 2 | ABBV |
AbbVie Inc.
|
44,316 | $11,151,678 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
75,015 | $9,639,427 | |
| 4 | LLY |
ELI LILLY & Co
|
7,621 | $9,140,856 | |
| 5 | PFE |
Pfizer Inc
|
185,807 | $4,474,232 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
68,220 | $3,930,836 | |
| 7 | AMGN |
Amgen Inc
|
10,762 | $3,897,135 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
15,103 | $1,908,113 |
All Filings in MRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,639,427 | 75,015 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,967,499 | 74,549 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,616,929 | 72,363 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,790,918 | 68,997 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,164,901 | 77,879 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,478,428 | 72,175 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,407,904 | 64,414 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,929,894 | 69,830 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $8,112,118 | 65,526 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,782,855 | 66,562 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,272,397 | 66,707 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,708,942 | 65,167 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,624,278 | 66,074 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,371,484 | 59,888 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,929,256 | 80,480 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,905,851 | 68,577 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,090,338 | 66,802 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $6,167,144 | 80,469 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,011,489 | 66,722 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $5,240,764 | 67,388 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $8,875,607 | 115,133 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,315,048 | 101,651 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $8,714,067 | 105,052 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,733,776 | 100,010 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,620,200 | 112,038 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||