Position in MRK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,761,040
+$401,640 QoQ
Shares Held
44,833
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#980
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $30,472,982 across 12 Drug Manufacturers - General names. MRK ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
44,833 | $5,761,040 | |
| 2 | AMGN |
Amgen Inc
|
15,157 | $5,488,652 | |
| 3 | AZN |
Astrazeneca PLC
|
20,498 | $3,886,830 | |
| 4 | JNJ |
Johnson & Johnson
|
12,751 | $3,238,371 | |
| 5 | OGN |
Organon & Co.
|
226,383 | $3,065,225 | |
| 6 | LLY |
ELI LILLY & Co
|
2,524 | $3,027,361 | |
| 7 | ABBV |
AbbVie Inc.
|
6,433 | $1,618,800 | |
| 8 | PFE |
Pfizer Inc
|
47,953 | $1,154,708 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,761,040 | 44,833 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,359,400 | 44,554 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,706,385 | 44,712 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,439,954 | 40,986 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,134,656 | 39,599 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,108,299 | 34,629 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,135,908 | 31,523 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,332,531 | 29,346 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,535,728 | 28,560 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,757,012 | 28,473 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,998,159 | 27,501 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,898,145 | 28,151 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,093,144 | 26,806 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $3,301,281 | 31,030 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,607,206 | 32,512 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,935,830 | 34,090 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,091,939 | 33,914 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,582,359 | 31,473 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,184,776 | 28,507 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,052,831 | 27,331 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,996,122 | 25,667 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,905,511 | 24,718 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,951,665 | 23,859 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,949,491 | 23,502 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,676,824 | 21,684 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,107,858 | 14,399 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||