Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,203,117
+$1,169,788 QoQ
Shares Held
102,748
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#645
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Independent Advisor Alliance holds $142,543,101 across 14 Drug Manufacturers - General names. MRK ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
41,149 | $49,355,348 | |
| 2 | JNJ |
Johnson & Johnson
|
100,260 | $25,463,032 | |
| 3 | ABBV |
AbbVie Inc.
|
91,394 | $22,998,385 | |
| 4 | MRK |
Merck & Co., Inc.
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|
102,748 | $13,203,117 | |
| 5 | AMGN |
Amgen Inc
|
30,517 | $11,050,815 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
97,475 | $5,616,509 | |
| 7 | PFE |
Pfizer Inc
|
223,046 | $5,370,947 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
38,289 | $4,837,431 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,203,117 | 102,748 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,033,329 | 100,036 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,417,371 | 98,968 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,407,829 | 88,262 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,093,261 | 76,974 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,764,655 | 64,223 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,699,679 | 67,347 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,500,751 | 66,051 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,526,848 | 68,876 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,947,000 | 67,806 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,006,933 | 64,272 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,820,802 | 75,967 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,194,044 | 79,678 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,926,799 | 74,507 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,171,578 | 73,651 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,337,803 | 61,981 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,293,603 | 58,063 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,450,556 | 54,242 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,123,078 | 53,798 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,000,508 | 53,262 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,766,634 | 48,433 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,972,900 | 38,564 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,304,963 | 40,403 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,439,689 | 41,467 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,862,061 | 37,011 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,314,188 | 43,075 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||