Position in MRK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$554,349
+$71,626 QoQ
Shares Held
4,314
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,611
of 3,769 holders
Holding Since
Mar 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, 2026Elmwood Wealth Management, Inc. holds $4,831,021 across 7 Drug Manufacturers - General names. MRK ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,020 | $1,528,899 | |
| 2 | LLY |
ELI LILLY & Co
|
879 | $1,054,299 | |
| 3 | ABBV |
AbbVie Inc.
|
2,376 | $597,896 | |
| 4 | MRK |
Merck & Co., Inc.
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|
4,314 | $554,349 | |
| 5 | NVS |
Novartis AG
|
3,278 | $513,728 | |
| 6 | PFE |
Pfizer Inc
|
12,723 | $306,369 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,781 | $275,481 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,349 | 4,314 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $482,723 | 4,013 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $434,408 | 4,127 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $262,868 | 3,132 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $206,370 | 2,607 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $236,248 | 2,632 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $264,218 | 2,656 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $300,593 | 2,647 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $327,698 | 2,647 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $353,494 | 2,679 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $240,934 | 2,210 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $279,406 | 2,714 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $312,591 | 2,709 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $288,210 | 2,709 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $297,235 | 2,679 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $230,715 | 2,679 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $244,244 | 2,679 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $219,811 | 2,679 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $205,318 | 2,679 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $170,394 | 2,191 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $168,904 | 2,191 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $181,660 | 2,190 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $169,352 | 2,190 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $180,962 | 2,352 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||