Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,490,201
+$150,200 QoQ
Shares Held
19,379
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,452
of 3,769 holders
Holding Since
Mar 2020
25 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, 2026Clearstead Trust, LLC holds $22,171,356 across 14 Drug Manufacturers - General names. MRK ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,741 | $8,085,358 | |
| 2 | JNJ |
Johnson & Johnson
|
25,970 | $6,595,600 | |
| 3 | ABBV |
AbbVie Inc.
|
13,194 | $3,320,138 | |
| 4 | MRK |
Merck & Co., Inc.
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|
19,379 | $2,490,201 | |
| 5 | PFE |
Pfizer Inc
|
23,084 | $555,862 | |
| 6 | AZN |
Astrazeneca PLC
|
2,089 | $396,116 | |
| 7 | NVO |
Novo Nordisk A S
|
6,678 | $320,143 | |
| 8 | AMGN |
Amgen Inc
|
305 | $110,446 |
All Filings in MRK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,490,201 | 19,379 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,340,001 | 19,453 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,024,465 | 19,233 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,635,124 | 19,482 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,719,276 | 21,719 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,101,550 | 23,413 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,747,339 | 27,617 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,125,511 | 27,523 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,496,978 | 28,247 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,824,306 | 28,983 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,431,840 | 31,479 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,360,185 | 32,639 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,706,788 | 32,124 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,240,852 | 30,462 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,539,083 | 31,898 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,712,693 | 31,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $201,668 | 2,212 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $181,494 | 2,212 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $181,176 | 2,364 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $177,560 | 2,364 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $90,368 | 1,162 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $98,159 | 1,200 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $99,540 | 1,200 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $89,857 | 1,162 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $89,404 | 1,162 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||