Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,628,853
+$2,609,848 QoQ
Shares Held
20,458
+12848.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,419
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026IFG Advisory, LLC holds $39,371,083 across 16 Drug Manufacturers - General names. MRK ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
42,985 | $10,816,745 | |
| 2 | JNJ |
Johnson & Johnson
|
39,578 | $10,051,624 | |
| 3 | LLY |
ELI LILLY & Co
|
4,333 | $5,197,130 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
64,156 | $3,696,668 | |
| 5 | AMGN |
Amgen Inc
|
9,053 | $3,278,272 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
20,458 | $2,628,853 | |
| 7 | PFE |
Pfizer Inc
|
39,164 | $943,069 | |
| 8 | GSK |
GSK plc
|
16,758 | $878,454 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,628,853 | 20,458 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,005 | 158 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,590,132 | 24,607 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,089,269 | 24,893 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,974,329 | 24,941 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,777,607 | 19,804 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,928,121 | 19,382 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,408,948 | 21,213 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,550,156 | 20,599 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,725,955 | 20,659 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,275,356 | 20,871 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,359,922 | 22,923 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,535,002 | 21,969 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,204,932 | 20,725 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,720,604 | 24,521 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,093,258 | 35,918 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,664,716 | 29,228 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,488,822 | 30,333 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,721,334 | 22,460 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,089,470 | 14,505 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,046,861 | 13,461 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,049,041 | 13,608 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,012,110 | 12,373 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,034,304 | 12,469 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $905,766 | 11,713 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $846,416 | 11,001 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||