Position in MRK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,480,795
+$286,283 QoQ
Shares Held
34,870
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,100
of 3,769 holders
Holding Since
Jun 2025
5 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, 2026Morningstar Investment Management LLC holds $39,227,721 across 8 Drug Manufacturers - General names. MRK ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
43,576 | $11,066,996 | |
| 2 | PFE |
Pfizer Inc
|
274,915 | $6,619,953 | |
| 3 | AMGN |
Amgen Inc
|
14,529 | $5,261,241 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
34,870 | $4,480,795 | |
| 5 | BIIB |
Biogen Inc.
|
19,344 | $4,179,464 | |
| 6 | ABBV |
AbbVie Inc.
|
14,799 | $3,724,020 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
60,529 | $3,487,680 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,226 | $407,572 |
All Filings in MRK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,480,795 | 34,870 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,194,512 | 34,870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,447,761 | 42,255 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,352,875 | 135,266 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $864,743 | 10,924 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||