Position in MRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,718,661
+$337,189 QoQ
Shares Held
28,939
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,198
of 3,769 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $18,531,940 across 8 Drug Manufacturers - General names. MRK ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,438 | $4,123,640 | |
| 2 | JNJ |
Johnson & Johnson
|
15,452 | $3,924,344 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
28,939 | $3,718,661 | |
| 4 | ABBV |
AbbVie Inc.
|
9,983 | $2,512,122 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
26,235 | $1,511,660 | |
| 6 | AMGN |
Amgen Inc
|
3,407 | $1,233,742 | |
| 7 | PFE |
Pfizer Inc
|
34,409 | $828,568 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
5,376 | $679,203 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,718,661 | 28,939 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,381,472 | 28,111 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,016,751 | 28,660 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,070,720 | 24,672 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,630,854 | 20,602 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $736,929 | 8,210 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,189,979 | 11,962 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,112,897 | 18,606 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,524,158 | 20,389 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,012,550 | 22,831 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,348,072 | 21,538 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,148,875 | 20,873 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,268,682 | 19,661 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,938,319 | 18,219 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,979,458 | 17,841 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,383,603 | 16,066 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,420,428 | 15,580 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,207,283 | 14,714 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,033,567 | 13,486 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $939,025 | 12,502 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $927,251 | 11,923 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $841,977 | 10,922 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $678,285 | 8,292 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $710,550 | 8,566 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||