Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,215,262
+$1,033,107 QoQ
Shares Held
63,932
+7.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#826
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)
Derivatives in MRK
reported options exposure · as of Jun 30, 2026CallValue
$1,635
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Larson Financial Group LLC holds $64,664,035 across 17 Drug Manufacturers - General names. MRK ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,831 | $26,184,758 | |
| 2 | ABBV |
AbbVie Inc.
|
35,918 | $9,038,405 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
63,932 | $8,215,262 | |
| 4 | PFE |
Pfizer Inc
|
310,250 | $7,470,820 | |
| 5 | JNJ |
Johnson & Johnson
|
27,845 | $7,071,794 | |
| 6 | AMGN |
Amgen Inc
|
7,025 | $2,543,893 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
25,994 | $1,497,774 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
11,716 | $1,480,199 |
All Filings in MRK
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,215,262 | 63,932 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,635 | 200 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $7,182,155 | 59,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,972,452 | 56,740 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,918,130 | 58,598 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,536,501 | 57,308 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,926,640 | 43,746 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,193,506 | 32,102 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,245,658 | 28,581 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,261,882 | 26,348 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,054,031 | 30,724 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,634,904 | 24,169 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,424,266 | 23,548 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,754,820 | 23,874 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,529,103 | 23,772 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,471,403 | 31,288 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,274,489 | 14,799 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $559,783 | 6,140 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $487,377 | 5,940 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $353,157 | 4,608 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $202,872 | 2,701 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $226,932 | 2,918 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $193,650 | 2,512 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $204,990 | 2,506 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $207,458 | 2,501 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $200,748 | 2,596 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $199,351 | 2,591 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||