Lido Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1650150 Los Angeles, CA

Back to MRK Full portfolio

Position in MRK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$48,683,381

+$8,963,504 QoQ

Shares Held

378,859

+14.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#320

of 3,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Common Shares in MRK Over Time

Shares Held

Position Value (USD)

Derivatives in MRK

reported options exposure · as of Jun 30, 2026

CallValue

$141,350

CallShares

1,100

PutValue

$1,156,500

PutShares

9,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Lido Advisors, LLC holds $485,897,181 across 15 Drug Manufacturers - General names. MRK ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	114,252	$137,037,286
2	ABBV	AbbVie Inc.	459,683	$115,674,628
3	JNJ	Johnson & Johnson	392,685	$99,730,207
4	MRK	Merck & Co., Inc. This page	378,859	$48,683,381
5	AMGN	Amgen Inc	77,970	$28,234,494
6	GILD	Gilead Sciences, Inc.	153,825	$19,434,249
7	PFE	Pfizer Inc	421,273	$10,144,251
8	AZN	Astrazeneca PLC	41,103	$7,793,949

All Filings in MRK

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43 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,156,500	9,000	+69.8%	Put	Sole	2026-08-07
2026-06-30	$141,350	1,100	-57.7%	Call	Sole	2026-08-07
2026-06-30	$48,683,381	378,859	+14.7%	Shares	Defined	2026-08-07
2026-03-31	$637,537	5,300	-45.4%	Put	Sole	2026-05-13
2026-03-31	$39,719,877	330,201	-8.1%	Shares	Defined	2026-05-13
2025-12-31	$37,838,126	359,473	+0.2%	Shares	Defined	2026-02-10
2025-12-31	$1,021,022	9,700	0.0%	Put	Sole	2026-02-10
2025-12-31	$273,676	2,600	0.0%	Call	Sole	2026-02-10
2025-09-30	$30,120,712	358,879	+53.1%	Shares	Sole	2025-11-14
2025-09-30	$814,121	9,700	+32.9%	Put	Sole	2025-11-14
2025-09-30	$218,218	2,600	+136.4%	Call	Sole	2025-11-14
2025-06-30	$18,550,591	234,343	+3.3%	Shares	Defined	2025-08-13
2025-06-30	$87,076	1,100	—	Call	Sole	2025-08-13
2025-06-30	$577,868	7,300	+121.2%	Put	Sole	2025-08-13
2025-03-31	$296,208	3,300	0.0%	Put	Sole	2025-05-15
2025-03-31	$20,361,875	226,848	+42.6%	Shares	Defined	2025-05-15
2024-12-31	$15,824,382	159,071	+7.2%	Shares	Defined	2025-02-14
2024-12-31	$328,284	3,300	-10.8%	Put	Sole	2025-02-14
2024-09-30	$420,172	3,700	+131.2%	Put	Sole	2024-11-14
2024-09-30	$16,854,120	148,416	+7.2%	Shares	Sole	2024-11-14
2024-06-30	$198,080	1,600	0.0%	Put	Sole	2024-08-15
2024-06-30	$17,144,936	138,489	+4.5%	Shares	Sole	2024-08-15
2024-03-31	$211,120	1,600	0.0%	Put	Sole	2024-05-15
2024-03-31	$17,487,464	132,531	-3.8%	Shares	Defined	2024-05-15
2023-12-31	$15,025,570	137,824	+2.6%	Shares	Defined	2024-02-14
2023-12-31	$174,432	1,600	+33.3%	Put	Sole	2024-02-14
2023-09-30	$13,825,257	134,291	+4.9%	Shares	Defined	2023-11-14
2023-09-30	$123,540	1,200	0.0%	Put	Sole	2023-11-14
2023-06-30	$138,468	1,200	—	Put	Sole	2023-08-09
2023-06-30	$14,769,111	127,993	+5.1%	Shares	Sole	2023-08-09
2023-03-31	$12,958,938	121,806	+8.4%	Shares	Defined	2023-05-15
2022-12-31	$12,467,672	112,372	+39.1%	Shares	Defined	2023-02-14
2022-09-30	$6,955,481	80,765	-7.4%	Shares	Defined	2022-11-14
2022-06-30	$7,955,311	87,258	-42.8%	Shares	Sole	2022-08-15
2022-03-31	$12,522,635	152,622	+20.4%	Shares	Sole	2022-05-17
2021-12-31	$9,715,269	126,765	+1.9%	Shares	Sole	2022-02-15
2021-09-30	$9,339,552	124,345	-44.3%	Shares	Sole	2022-02-15
2021-06-30	$17,375,062	223,416	+32.2%	Shares	Sole	2021-08-12
2021-03-31	$13,027,677	168,993	+6.7%	Shares	Sole	2021-05-13
2020-12-31	$12,961,204	158,450	+0.7%	Shares	Sole	2021-02-08
2020-09-30	$13,050,778	157,333	+1.8%	Shares	Sole	2020-11-12
2020-06-30	$11,952,516	154,565	+14.9%	Shares	Sole	2020-08-12
2020-03-31	$10,351,349	134,538	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.