Position in MRK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,288,108
+$6,161,771 QoQ
Shares Held
72,281
+178.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#773
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, 2026MISSION WEALTH MANAGEMENT, LP holds $105,799,986 across 14 Drug Manufacturers - General names. MRK ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
25,625 | $30,735,396 | |
| 2 | JNJ |
Johnson & Johnson
|
96,816 | $24,588,359 | |
| 3 | ABBV |
AbbVie Inc.
|
69,052 | $17,376,245 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
72,281 | $9,288,108 | |
| 5 | AMGN |
Amgen Inc
|
25,436 | $9,210,884 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
59,419 | $3,423,722 | |
| 7 | NVS |
Novartis AG
|
19,690 | $3,085,816 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
16,879 | $2,132,492 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,288,108 | 72,281 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,126,337 | 25,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,029,488 | 28,781 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,304,633 | 27,459 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,401,001 | 30,331 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,920,700 | 32,539 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,258,168 | 32,752 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,753,158 | 33,050 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,086,266 | 33,007 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,962,458 | 30,030 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,927,950 | 26,857 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,726,527 | 26,484 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,135,261 | 27,171 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,832,527 | 26,624 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,950,271 | 26,591 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,306,035 | 26,777 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,296,481 | 25,189 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,978,143 | 24,109 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,835,451 | 23,949 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,831,557 | 24,385 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,902,798 | 24,467 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,757,113 | 22,793 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,767,124 | 21,603 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,744,605 | 21,032 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,577,068 | 20,394 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,348,834 | 17,531 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||