Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,910,292
+$1,111,469 QoQ
Shares Held
84,905
+4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#718
of 3,769 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Heritage Trust Co holds $93,088,717 across 10 Drug Manufacturers - General names. MRK ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
170,585 | $43,323,472 | |
| 2 | ABBV |
AbbVie Inc.
|
94,857 | $23,869,814 | |
| 3 | MRK |
Merck & Co., Inc.
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|
84,905 | $10,910,292 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
44,113 | $5,573,236 | |
| 5 | LLY |
ELI LILLY & Co
|
3,959 | $4,748,543 | |
| 6 | PFE |
Pfizer Inc
|
72,085 | $1,735,806 | |
| 7 | AMGN |
Amgen Inc
|
3,893 | $1,409,733 | |
| 8 | GSK |
GSK plc
|
12,641 | $662,641 |
All Filings in MRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,910,292 | 84,905 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,798,823 | 81,460 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,929,761 | 75,335 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,105,487 | 72,745 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,626,375 | 71,076 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,480,312 | 72,196 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $7,195,885 | 72,335 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $7,834,311 | 63,282 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $8,384,234 | 63,541 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $7,029,391 | 64,478 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $6,865,323 | 66,686 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $7,739,553 | 67,073 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $6,974,821 | 65,559 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $7,348,439 | 66,232 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $5,703,209 | 66,224 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $6,013,389 | 65,958 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $4,593,569 | 55,985 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $4,183,930 | 54,592 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $4,335,423 | 57,721 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $4,516,725 | 58,078 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $4,138,655 | 53,686 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $3,987,174 | 48,743 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $4,031,536 | 48,602 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,810,049 | 49,270 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $1,559,802 | 20,273 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||