Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,374,734
+$9,043,149 QoQ
Shares Held
205,251
+42.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#451
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, 2026AE Wealth Management LLC holds $495,400,304 across 15 Drug Manufacturers - General names. MRK ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
563,184 | $143,031,799 | |
| 2 | ABBV |
AbbVie Inc.
|
354,989 | $89,329,385 | |
| 3 | LLY |
ELI LILLY & Co
|
64,033 | $76,803,065 | |
| 4 | AMGN |
Amgen Inc
|
177,770 | $64,374,032 | |
| 5 | PFE |
Pfizer Inc
|
1,883,141 | $45,345,994 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
542,448 | $31,255,814 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
205,251 | $26,374,734 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
79,370 | $10,027,572 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,374,734 | 205,251 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $17,331,585 | 144,082 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $16,052,862 | 152,507 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $21,401,106 | 254,988 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $18,965,921 | 239,590 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $38,109,745 | 424,574 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $55,845,166 | 561,371 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $56,796,907 | 500,149 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $50,428,434 | 407,338 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $51,231,687 | 388,266 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $62,991,319 | 577,796 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $41,177,014 | 399,971 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $46,528,940 | 403,232 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $53,464,060 | 502,529 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $47,812,903 | 430,941 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $31,052,632 | 360,574 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $26,648,535 | 292,295 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $22,823,602 | 278,167 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $21,255,031 | 277,336 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $15,823,799 | 210,675 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $14,830,427 | 190,696 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $13,612,636 | 176,581 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $14,138,060 | 172,837 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,037,672 | 157,175 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,653,945 | 150,704 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $9,519,782 | 123,730 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||