Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,752,803
-$799,604 QoQ
Shares Held
52,551
-16.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#904
of 3,769 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Derivatives in MRK
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$3,474,936
PutShares
30,600
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, 2026Phoenix Financial Ltd. holds $174,300,668 across 10 Drug Manufacturers - General names. MRK ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,019 | $116,367,508 | |
| 2 | ABBV |
AbbVie Inc.
|
47,441 | $11,938,053 | |
| 3 | JNJ |
Johnson & Johnson
|
46,830 | $11,893,414 | |
| 4 | NVO |
Novo Nordisk A S
|
158,343 | $7,590,962 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
52,551 | $6,752,803 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
114,254 | $6,583,314 | |
| 7 | PFE |
Pfizer Inc
|
253,976 | $6,115,741 | |
| 8 | AZN |
Astrazeneca PLC
|
19,365 | $3,671,991 |
All Filings in MRK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,752,803 | 52,551 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,552,407 | 62,785 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,821,479 | 64,806 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,781,969 | 45,061 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,628,535 | 45,838 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,244,904 | 91,855 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $10,077,820 | 101,305 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,474,936 | 30,600 | Put | Sole | 2024-11-05 | |
| 2024-09-30 | $18,558,655 | 163,426 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,578,440 | 117,758 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,945,976 | 113,270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,274,698 | 94,246 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,560,030 | 73,434 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $6,908,976 | 59,875 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,501,892 | 42,315 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,499,481 | 22,528 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,618,194 | 18,790 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,418,240 | 15,556 | Shares | Sole | 2022-08-15 | |
| 2020-12-31 | $29,051,420 | 355,152 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,534,626 | 404,275 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $31,313,018 | 404,927 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $17,253,710 | 224,249 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||