Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,213,040
-$75,265 QoQ
Shares Held
9,440
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,958
of 3,769 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Derivatives in MRK
reported options exposure · as of Jun 30, 2025CallValue
$7,200
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Ridgewood Investments LLC holds $7,132,394 across 7 Drug Manufacturers - General names. MRK ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
39,881 | $2,297,943 | |
| 2 | MRK |
Merck & Co., Inc.
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|
9,440 | $1,213,040 | |
| 3 | NVO |
Novo Nordisk A S
|
21,368 | $1,024,381 | |
| 4 | JNJ |
Johnson & Johnson
|
3,558 | $903,625 | |
| 5 | PFE |
Pfizer Inc
|
34,171 | $822,837 | |
| 6 | LLY |
ELI LILLY & Co
|
445 | $533,746 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,666 | $336,822 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,040 | 9,440 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,288,305 | 10,710 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $1,958,758 | 23,338 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,200 | 1,000 | Call | Sole | 2025-07-14 | |
| 2025-06-30 | $1,700,277 | 21,479 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,083,956 | 12,933 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $696,757 | 7,004 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $151,716 | 1,336 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $165,396 | 1,336 | Shares | Sole | 2024-07-29 | |
| 2023-06-30 | $154,161 | 1,336 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $156,818 | 1,474 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $605,787 | 5,460 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $748,727 | 8,694 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $792,631 | 8,694 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $757,977 | 9,238 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $873,236 | 11,394 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,388,483 | 18,486 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,491,784 | 19,182 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,207,692 | 15,666 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $999,677 | 12,221 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,013,732 | 12,221 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $977,451 | 12,640 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $303,143 | 3,940 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||