Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,893,586
+$7,154,303 QoQ
Shares Held
162,596
+42.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#511
of 3,769 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)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $214,639,248 across 18 Drug Manufacturers - General names. MRK ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
60,927 | $73,077,677 | |
| 2 | JNJ |
Johnson & Johnson
|
162,906 | $41,373,236 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
162,596 | $20,893,586 | |
| 4 | ABBV |
AbbVie Inc.
|
78,969 | $19,871,759 | |
| 5 | PFE |
Pfizer Inc
|
613,403 | $14,770,744 | |
| 6 | AMGN |
Amgen Inc
|
35,828 | $12,974,035 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
222,207 | $12,803,567 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
40,048 | $5,059,664 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,893,586 | 162,596 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,739,283 | 114,218 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,362,335 | 60,444 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $8,245,115 | 98,238 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,802,009 | 98,560 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,518,387 | 83,761 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $8,272,458 | 83,157 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $9,252,755 | 81,479 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $10,141,819 | 81,921 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $10,592,022 | 80,273 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,204,409 | 75,256 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $8,502,022 | 82,584 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $9,911,193 | 85,893 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $7,100,149 | 66,737 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $6,727,453 | 60,635 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $5,055,157 | 58,699 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,763,493 | 63,217 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $4,572,892 | 55,733 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $4,054,485 | 52,903 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,765,414 | 50,132 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,302,580 | 42,466 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $3,222,749 | 41,805 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,802,057 | 34,255 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,575,349 | 31,047 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,278,297 | 29,462 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $2,198,328 | 28,572 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||