Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,068,991
+$71,787 QoQ
Shares Held
8,319
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,065
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026Wealth Alliance Advisory Group, LLC holds $19,374,550 across 10 Drug Manufacturers - General names. MRK ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,285 | $7,538,418 | |
| 2 | JNJ |
Johnson & Johnson
|
14,937 | $3,793,549 | |
| 3 | ABBV |
AbbVie Inc.
|
11,481 | $2,889,078 | |
| 4 | AMGN |
Amgen Inc
|
5,753 | $2,083,276 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
8,319 | $1,068,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
15,689 | $904,000 | |
| 7 | NVS |
Novartis AG
|
2,100 | $329,112 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,345 | $296,267 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,991 | 8,319 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $997,204 | 8,290 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $863,237 | 8,201 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $676,979 | 8,066 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $739,512 | 9,342 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $268,561 | 2,992 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $310,079 | 3,117 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $821,947 | 7,238 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $787,368 | 6,360 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,000,708 | 7,584 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,050,407 | 9,635 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,091,270 | 10,600 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $551,679 | 4,781 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $533,013 | 5,010 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $563,847 | 5,082 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $717,551 | 8,332 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $667,637 | 7,323 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $609,631 | 7,430 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $585,223 | 7,636 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $577,595 | 7,690 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $596,729 | 7,673 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $586,501 | 7,608 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $876,404 | 10,714 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $801,463 | 9,662 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $716,694 | 9,268 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $572,356 | 7,439 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||