Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,332,003
+$1,164,911 QoQ
Shares Held
103,751
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#644
of 3,778 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $67,705,763 across 7 Drug Manufacturers - General names. MRK ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
63,424 | $15,960,015 | |
| 2 | LLY |
ELI LILLY & Co
|
12,208 | $14,642,642 | |
| 3 | MRK |
Merck & Co., Inc.
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|
103,751 | $13,332,003 | |
| 4 | AMGN |
Amgen Inc
|
31,655 | $11,462,908 | |
| 5 | PFE |
Pfizer Inc
|
389,557 | $9,380,532 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
15,711 | $1,984,927 | |
| 7 | JNJ |
Johnson & Johnson
|
3,712 | $942,736 |
All Filings in MRK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,332,003 | 103,751 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,167,092 | 101,148 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,987,068 | 94,880 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,826,388 | 93,249 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,260,238 | 91,716 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $633,979 | 5,121 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $327 | 3 | Shares | Sole | 2024-01-29 | |
| 2021-09-30 | $75,110 | 1,000 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $3,867,849 | 50,271 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||