Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$54,612
-$2,164 QoQ
Shares Held
425
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,644
of 3,769 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Mascoma Wealth Management LLC holds $2,908,907 across 12 Drug Manufacturers - General names. MRK ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,421 | $1,704,390 | |
| 2 | AMGN |
Amgen Inc
|
858 | $310,698 | |
| 3 | JNJ |
Johnson & Johnson
|
1,203 | $305,525 | |
| 4 | BIIB |
Biogen Inc.
|
927 | $200,287 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,018 | $128,614 | |
| 6 | ABBV |
AbbVie Inc.
|
417 | $104,933 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
425 | $54,612 | |
| 8 | PFE |
Pfizer Inc
|
1,994 | $48,015 |
All Filings in MRK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,612 | 425 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $56,776 | 472 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $49,682 | 472 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,348 | 445 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $46,941 | 593 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $53,227 | 593 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $78,290 | 787 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,344 | 549 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $67,966 | 549 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $70,725 | 536 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $62,359 | 572 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $58,887 | 572 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $58,502 | 507 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $108,624 | 1,021 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $121,601 | 1,096 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $165,005 | 1,916 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $83,511 | 916 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $75,978 | 926 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $52,038 | 679 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $44,615 | 594 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $45,791 | 594 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||