Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,149,663
+$274,251 QoQ
Shares Held
24,511
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,309
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $24,607,939 across 14 Drug Manufacturers - General names. MRK ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,041 | $4,846,897 | |
| 2 | JNJ |
Johnson & Johnson
|
14,929 | $3,791,518 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
24,511 | $3,149,663 | |
| 4 | NVS |
Novartis AG
|
13,900 | $2,178,408 | |
| 5 | AZN |
Astrazeneca PLC
|
11,123 | $2,109,143 | |
| 6 | ABBV |
AbbVie Inc.
|
7,480 | $1,882,267 | |
| 7 | PFE |
Pfizer Inc
|
66,535 | $1,602,162 | |
| 8 | AMGN |
Amgen Inc
|
3,219 | $1,165,664 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,149,663 | 24,511 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,875,412 | 23,904 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,572,449 | 24,439 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,051,333 | 24,441 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,986,361 | 25,093 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,831,062 | 53,822 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $5,394,601 | 54,228 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $6,493,474 | 57,181 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,351,806 | 51,307 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $6,577,047 | 49,845 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,731,140 | 43,397 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,535,256 | 44,053 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,015,310 | 43,464 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $4,835,212 | 45,448 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $5,147,636 | 46,396 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,506,401 | 52,327 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $5,008,788 | 54,939 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $3,904,595 | 47,588 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $3,684,621 | 48,077 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,399,103 | 45,255 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $3,515,515 | 45,204 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $3,455,715 | 44,827 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $3,605,251 | 44,074 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,811,803 | 45,953 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $3,469,643 | 44,868 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $3,323,883 | 43,201 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||