Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,255,842
+$626,387 QoQ
Shares Held
79,812
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#735
of 3,769 holders
Holding Since
Mar 2020
25 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, 2026Principle Wealth Partners LLC holds $78,818,305 across 10 Drug Manufacturers - General names. MRK ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
112,674 | $28,615,815 | |
| 2 | LLY |
ELI LILLY & Co
|
11,921 | $14,298,406 | |
| 3 | AMGN |
Amgen Inc
|
31,526 | $11,416,195 | |
| 4 | MRK |
Merck & Co., Inc.
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|
79,812 | $10,255,842 | |
| 5 | ABBV |
AbbVie Inc.
|
32,482 | $8,173,770 | |
| 6 | PFE |
Pfizer Inc
|
160,668 | $3,868,885 | |
| 7 | NVS |
Novartis AG
|
4,772 | $747,867 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
11,000 | $633,820 |
All Filings in MRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,255,842 | 79,812 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,629,455 | 80,052 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,659,319 | 82,266 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,371,294 | 75,912 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,075,925 | 76,755 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,647,446 | 74,058 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,176,785 | 72,143 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,223,788 | 72,418 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,748,698 | 70,668 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $7,652,658 | 70,195 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,234,708 | 70,274 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,961,448 | 68,996 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,381,550 | 69,382 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,692,718 | 69,335 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,132,002 | 71,203 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,560,684 | 71,961 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,644,901 | 80,986 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,100,160 | 79,595 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,880,437 | 78,291 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,435,545 | 82,751 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,381,051 | 82,774 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $6,075,037 | 74,267 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $699,849 | 8,437 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $652,665 | 8,440 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $636,370 | 8,271 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||