Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,465,928
+$493,504 QoQ
Shares Held
11,408
+41.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,812
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, 2026Legacy Advisors, LLC holds $21,307,408 across 9 Drug Manufacturers - General names. MRK ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
36,926 | $9,378,096 | |
| 2 | ABBV |
AbbVie Inc.
|
16,549 | $4,164,390 | |
| 3 | LLY |
ELI LILLY & Co
|
2,152 | $2,581,173 | |
| 4 | AMGN |
Amgen Inc
|
4,387 | $1,588,620 | |
| 5 | MRK |
Merck & Co., Inc.
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|
11,408 | $1,465,928 | |
| 6 | PFE |
Pfizer Inc
|
40,590 | $977,407 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,051 | $463,898 | |
| 8 | NVS |
Novartis AG
|
2,837 | $444,614 |
All Filings in MRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,465,928 | 11,408 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $972,424 | 8,084 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $851,658 | 8,091 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $611,849 | 7,290 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,657,328 | 18,464 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,002,731 | 20,132 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,330,137 | 20,519 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,608,589 | 21,071 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,716,718 | 20,589 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,043,252 | 18,742 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,014,628 | 19,569 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,589,381 | 13,774 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,160,182 | 10,905 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,186,055 | 10,690 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $940,688 | 10,923 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,081,458 | 11,862 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $807,536 | 9,842 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $436,311 | 5,693 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $460,274 | 6,128 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $450,054 | 5,787 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $444,501 | 5,766 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $470,186 | 5,748 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $486,336 | 5,863 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $441,709 | 5,712 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $438,173 | 5,695 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||