Position in MRK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$818,288
+$86,083 QoQ
Shares Held
6,368
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,278
of 3,768 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, 2026Acorn Wealth Advisors, LLC holds $4,229,876 across 7 Drug Manufacturers - General names. MRK ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,833 | $973,467 | |
| 2 | MRK |
Merck & Co., Inc.
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|
6,368 | $818,288 | |
| 3 | LLY |
ELI LILLY & Co
|
620 | $743,646 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
8,764 | $504,981 | |
| 5 | ABBV |
AbbVie Inc.
|
1,979 | $497,995 | |
| 6 | PFE |
Pfizer Inc
|
14,918 | $359,225 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,630 | $332,274 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,288 | 6,368 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $732,205 | 6,087 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $639,033 | 6,071 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $528,171 | 6,293 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $491,187 | 6,205 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $643,399 | 7,168 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $706,705 | 7,104 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $807,525 | 7,111 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $690,061 | 5,574 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $731,926 | 5,547 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $548,479 | 5,031 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $517,735 | 5,029 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $570,372 | 4,943 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $534,822 | 5,027 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $602,458 | 5,430 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $470,042 | 5,458 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $490,585 | 5,381 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $439,705 | 5,359 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $408,874 | 5,335 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $399,059 | 5,313 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $411,792 | 5,295 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $406,418 | 5,272 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $429,613 | 5,252 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $418,068 | 5,040 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $397,244 | 5,137 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $393,701 | 5,117 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||