Stamos Capital Partners, L.P.

Position in MRK — Merck & Co., Inc.

CIK 1705399 Menlo Park, CA

Position in MRK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$23,104,171

+$2,608,680 QoQ

Shares Held

179,799

+5.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

4.13%

of 13F equity value

Holder Rank

#481

of 3,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $64,248,987 across 8 Drug Manufacturers - General names. MRK ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc. This page	179,799	$23,104,171
2	JNJ	Johnson & Johnson	43,175	$10,965,154
3	NVO	Novo Nordisk A S	184,608	$8,850,107
4	PFE	Pfizer Inc	297,285	$7,158,622
5	LLY	ELI LILLY & Co	5,449	$6,535,694
6	GSK	GSK plc	114,724	$6,013,832
7	GILD	Gilead Sciences, Inc.	6,763	$854,437
8	AMGN	Amgen Inc	2,118	$766,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,104,171	179,799	+5.5%	Shares	Sole	2026-08-13
2026-03-31	$20,495,491	170,384	-8.8%	Shares	Sole	2026-05-14
2025-12-31	$19,663,094	186,805	-6.6%	Shares	Sole	2026-02-12
2025-09-30	$16,790,951	200,059	-11.8%	Shares	Sole	2025-11-13
2025-06-30	$17,961,799	226,905	+98.6%	Shares	Sole	2025-08-14
2025-03-31	$10,253,643	114,234	-7.6%	Shares	Sole	2025-05-14
2024-12-31	$12,303,686	123,680	+31.3%	Shares	Sole	2025-02-13
2024-09-30	$10,695,080	94,180	+34.6%	Shares	Sole	2024-11-13
2024-06-30	$8,664,762	69,990	-3.0%	Shares	Sole	2024-08-13
2024-03-31	$9,518,873	72,140	-16.1%	Shares	Sole	2024-05-14
2023-12-31	$9,375,720	86,000	-0.6%	Shares	Sole	2024-02-13
2023-09-30	$8,905,175	86,500	+16.6%	Shares	Sole	2023-11-13
2023-06-30	$8,563,091	74,210	-2.6%	Shares	Sole	2023-08-11
2023-03-31	$8,107,981	76,210	+26.4%	Shares	Sole	2023-05-12
2022-12-31	$6,690,285	60,300	-38.6%	Shares	Sole	2023-02-13
2022-09-30	$8,450,955	98,130	+6.3%	Shares	Sole	2022-11-14
2022-06-30	$8,414,991	92,300	0.0%	Shares	Sole	2022-08-12
2022-03-31	$7,573,215	92,300	+1.7%	Shares	Sole	2022-05-13
2021-12-31	$6,958,912	90,800	+40.2%	Shares	Sole	2022-02-14
2021-09-30	$4,863,372	64,750	0.0%	Shares	Sole	2021-11-12
2021-06-30	$5,035,607	64,750	+7.4%	Shares	Sole	2021-08-13
2021-03-31	$4,648,529	60,300	0.0%	Shares	Sole	2021-05-14
2020-12-31	$4,932,537	60,300	+101.0%	Shares	Sole	2021-02-12
2020-09-30	$2,488,501	30,000	0.0%	Shares	Sole	2020-11-16
2020-06-30	$2,319,901	30,000	-42.4%	Shares	Sole	2020-08-14
2020-03-31	$4,009,418	52,111	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.