Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,344,495
+$105,869 QoQ
Shares Held
10,463
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,873
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, 2026Klingman & Associates, LLC holds $15,277,947 across 11 Drug Manufacturers - General names. MRK ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
17,448 | $4,431,268 | |
| 2 | ABBV |
AbbVie Inc.
|
13,168 | $3,313,595 | |
| 3 | LLY |
ELI LILLY & Co
|
2,410 | $2,890,626 | |
| 4 | MRK |
Merck & Co., Inc.
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|
10,463 | $1,344,495 | |
| 5 | AMGN |
Amgen Inc
|
2,140 | $774,936 | |
| 6 | NVS |
Novartis AG
|
4,523 | $708,844 | |
| 7 | PFE |
Pfizer Inc
|
28,237 | $679,946 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,664 | $336,569 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,495 | 10,463 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,238,626 | 10,297 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,106,072 | 10,508 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $855,414 | 10,192 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $774,501 | 9,784 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $868,428 | 9,675 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $950,531 | 9,555 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,079,955 | 9,510 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,187,737 | 9,594 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,174,355 | 8,900 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $969,078 | 8,889 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,930,106 | 18,748 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,809,315 | 15,680 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,663,726 | 15,638 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,743,801 | 15,717 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,378,178 | 16,003 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,467,381 | 16,095 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,322,235 | 16,115 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,205,393 | 15,728 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,216,932 | 16,202 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $781,199 | 10,045 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $432,552 | 5,611 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $473,458 | 5,788 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $412,427 | 4,972 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $330,740 | 4,277 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $334,765 | 4,351 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||