Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,202,335
+$244,073 QoQ
Shares Held
32,703
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,120
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Shepherd Financial Partners LLC holds $27,627,511 across 8 Drug Manufacturers - General names. MRK ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,583 | $11,494,138 | |
| 2 | ABBV |
AbbVie Inc.
|
25,552 | $6,429,905 | |
| 3 | MRK |
Merck & Co., Inc.
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|
32,703 | $4,202,335 | |
| 4 | JNJ |
Johnson & Johnson
|
11,597 | $2,945,290 | |
| 5 | AMGN |
Amgen Inc
|
4,462 | $1,615,779 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,173 | $400,876 | |
| 7 | PFE |
Pfizer Inc
|
13,337 | $321,154 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,784 | $218,034 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,202,335 | 32,703 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,958,262 | 32,906 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,494,000 | 33,194 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,732,676 | 32,559 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,662,625 | 33,636 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,226,423 | 35,945 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $4,019,588 | 40,406 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,654,143 | 40,984 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,958,809 | 40,055 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,228,650 | 39,626 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,280,234 | 39,261 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,020,094 | 39,049 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,364,626 | 37,825 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,985,369 | 37,460 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,050,562 | 36,508 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,121,505 | 36,246 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,810,085 | 41,791 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,242,780 | 39,522 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,354,150 | 30,717 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,227,837 | 29,661 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,327,267 | 29,925 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,975,586 | 25,627 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,073,220 | 25,345 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,998,266 | 24,090 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,866,747 | 24,140 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,873,642 | 24,352 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||