Position in MRK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,888,281
+$680,388 QoQ
Shares Held
30,259
+13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,162
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 17%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Belpointe Asset Management LLC holds $43,294,431 across 10 Drug Manufacturers - General names. MRK ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
46,672 | $11,744,542 | |
| 2 | LLY |
ELI LILLY & Co
|
7,399 | $8,874,583 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
125,071 | $7,206,591 | |
| 4 | JNJ |
Johnson & Johnson
|
16,266 | $4,131,076 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
30,259 | $3,888,281 | |
| 6 | PFE |
Pfizer Inc
|
156,552 | $3,769,772 | |
| 7 | AMGN |
Amgen Inc
|
6,723 | $2,434,532 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,464 | $816,661 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,888,281 | 30,259 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $3,207,893 | 26,668 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $1,474,376 | 14,007 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,257,858 | 14,987 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,063,118 | 13,430 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $1,277,823 | 14,236 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,269,364 | 12,760 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,431,083 | 12,602 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,869,380 | 15,100 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,842,417 | 13,963 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,471,879 | 13,501 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,578,223 | 15,330 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,873,472 | 16,236 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,850,852 | 45,595 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,722,579 | 51,578 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,507,753 | 40,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,355,785 | 36,808 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,625,789 | 44,190 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,656,035 | 34,656 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,593,923 | 34,535 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,512,826 | 32,311 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,280,246 | 29,579 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,478,457 | 30,299 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,744,688 | 21,033 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,626,559 | 21,034 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,105,462 | 27,365 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||