Position in MRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,389,856
+$707,211 QoQ
Shares Held
10,816
+90.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,850
of 3,769 holders
Holding Since
Mar 2020
19 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, 2026LYELL WEALTH MANAGEMENT, LP holds $9,885,867 across 8 Drug Manufacturers - General names. MRK ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,847 | $3,414,777 | |
| 2 | JNJ |
Johnson & Johnson
|
8,500 | $2,158,745 | |
| 3 | MRK |
Merck & Co., Inc.
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|
10,816 | $1,389,856 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
7,276 | $919,249 | |
| 5 | ABBV |
AbbVie Inc.
|
3,619 | $910,685 | |
| 6 | AMGN |
Amgen Inc
|
1,688 | $611,258 | |
| 7 | AZN |
Astrazeneca PLC
|
1,377 | $261,106 | |
| 8 | NVS |
Novartis AG
|
1,405 | $220,191 |
All Filings in MRK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,389,856 | 10,816 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $682,645 | 5,675 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $563,667 | 5,355 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $418,391 | 4,985 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $413,531 | 5,224 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $497,180 | 5,539 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $667,908 | 6,714 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $745,180 | 6,562 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $812,375 | 6,562 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $804,235 | 6,095 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $697,509 | 6,398 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $212,591 | 2,065 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $238,280 | 2,065 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $450,774 | 4,237 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $456,337 | 4,113 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $327,083 | 3,798 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $347,175 | 3,808 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $306,702 | 3,738 | Shares | Sole | 2022-05-04 | |
| 2020-03-31 | $382,776 | 4,975 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||