Steward Partners Investment Advisory, LLC
Position in MRK — Merck & Co., Inc.
CIK 1723397
STAMFORD, CT
Position in MRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,980,963
+$4,244,638 QoQ
Shares Held
318,918
+4.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#355
of 3,789 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $502,917,200 across 18 Drug Manufacturers - General names. MRK ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
116,568 | $139,815,167 | |
| 2 | ABBV |
AbbVie Inc.
|
475,389 | $119,626,887 | |
| 3 | JNJ |
Johnson & Johnson
|
461,457 | $117,196,234 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
318,918 | $40,980,963 | |
| 5 | AMGN |
Amgen Inc
|
79,642 | $28,839,961 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
277,131 | $15,968,288 | |
| 7 | PFE |
Pfizer Inc
|
520,623 | $12,536,601 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
66,698 | $8,426,625 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,980,963 | 318,918 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $36,736,325 | 305,398 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $31,571,894 | 299,942 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $21,778,659 | 259,486 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,125,779 | 317,405 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,118,565 | 491,517 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,151,901 | 484,036 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $57,392,769 | 505,396 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,779,733 | 490,951 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $61,399,369 | 465,323 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $40,066,812 | 367,518 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $37,442,091 | 363,692 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44,769,935 | 387,988 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,211,204 | 368,561 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $41,679,920 | 375,664 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $31,636,354 | 367,352 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $25,813,873 | 283,140 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $22,983,928 | 280,121 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,389,995 | 266,049 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,679,270 | 262,006 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,935,384 | 294,913 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $28,476,521 | 369,393 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,407,473 | 298,380 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,313,153 | 293,106 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $27,060,098 | 349,930 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $24,987,024 | 324,760 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||