Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$411,328
+$39,753 QoQ
Shares Held
3,201
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,857
of 3,769 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $18,220,871 across 7 Drug Manufacturers - General names. MRK ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
29,570 | $7,509,892 | |
| 2 | AMGN |
Amgen Inc
|
20,698 | $7,495,159 | |
| 3 | LLY |
ELI LILLY & Co
|
1,197 | $1,435,717 | |
| 4 | ABBV |
AbbVie Inc.
|
3,541 | $891,057 | |
| 5 | MRK |
Merck & Co., Inc.
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|
3,201 | $411,328 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,119 | $267,714 | |
| 7 | NVS |
Novartis AG
|
1,340 | $210,004 |
All Filings in MRK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,328 | 3,201 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $371,575 | 3,089 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $296,727 | 2,819 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $229,212 | 2,731 | Shares | Sole | 2025-10-17 | |
| 2024-12-31 | $221,939 | 2,231 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $316,151 | 2,784 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $357,782 | 2,890 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $363,126 | 2,752 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $236,137 | 2,166 | Shares | Sole | 2024-03-19 | |
| 2023-09-30 | $217,430 | 2,112 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $248,319 | 2,152 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||