Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,667,159
+$514,541 QoQ
Shares Held
12,974
+35.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,720
of 3,778 holders
Holding Since
Dec 2021
18 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, 2026Strategic Wealth Partners, Ltd. holds $59,561,760 across 15 Drug Manufacturers - General names. MRK ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,389 | $18,458,029 | |
| 2 | AZN |
Astrazeneca PLC
|
88,890 | $16,855,321 | |
| 3 | ABBV |
AbbVie Inc.
|
63,589 | $16,001,535 | |
| 4 | AMGN |
Amgen Inc
|
12,495 | $4,524,689 | |
| 5 | MRK |
Merck & Co., Inc.
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|
12,974 | $1,667,159 | |
| 6 | JNJ |
Johnson & Johnson
|
5,276 | $1,339,945 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,957 | $285,622 | |
| 8 | NVS |
Novartis AG
|
1,133 | $177,563 |
All Filings in MRK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,667,159 | 12,974 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,152,618 | 9,582 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $533,457 | 5,068 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $277,136 | 3,302 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $488,417 | 6,170 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $671,788 | 6,753 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $804,913 | 7,088 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $906,463 | 7,322 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $778,900 | 5,903 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $1,097,068 | 10,063 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $3,558,363 | 34,564 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,127,615 | 35,771 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $3,799,186 | 35,710 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,167,060 | 37,558 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $3,314,586 | 38,488 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $3,235,714 | 35,491 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $2,940,015 | 35,832 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $2,830,928 | 36,938 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||