Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,008,596
+$132,404 QoQ
Shares Held
7,849
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,116
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $67,404,111 across 15 Drug Manufacturers - General names. MRK ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,936 | $15,515,827 | |
| 2 | PFE |
Pfizer Inc
|
512,324 | $12,336,761 | |
| 3 | JNJ |
Johnson & Johnson
|
45,347 | $11,516,777 | |
| 4 | ABBV |
AbbVie Inc.
|
45,098 | $11,348,460 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
70,149 | $8,862,624 | |
| 6 | AMGN |
Amgen Inc
|
17,354 | $6,284,230 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
7,849 | $1,008,596 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,344 | $135,061 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,596 | 7,849 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $876,192 | 7,284 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $755,766 | 7,180 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $518,519 | 6,178 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $548,341 | 6,927 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $596,006 | 6,640 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,989,066 | 70,256 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,749,438 | 59,435 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,213,949 | 58,271 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,675,135 | 58,167 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,400,564 | 58,710 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,073,741 | 58,997 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,867,666 | 59,517 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,320,204 | 59,406 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,208,096 | 55,954 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,445,256 | 51,617 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $346,446 | 3,800 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $288,651 | 3,518 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $278,969 | 3,640 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $273,400 | 3,640 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $315,279 | 4,054 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $314,527 | 4,080 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,989,870 | 36,551 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,781,895 | 33,537 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,630,381 | 34,015 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,611,958 | 33,948 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||