Position in MRK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,418,126
+$79,539 QoQ
Shares Held
11,036
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,829
of 3,768 holders
Holding Since
Jun 2020
25 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, 2026Providence Wealth Advisors, LLC holds $29,228,180 across 9 Drug Manufacturers - General names. MRK ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,369 | $14,835,750 | |
| 2 | ABBV |
AbbVie Inc.
|
12,831 | $3,228,792 | |
| 3 | JNJ |
Johnson & Johnson
|
10,046 | $2,551,382 | |
| 4 | AMGN |
Amgen Inc
|
6,063 | $2,195,533 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
15,197 | $1,919,988 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
31,560 | $1,818,487 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
11,036 | $1,418,126 | |
| 8 | PFE |
Pfizer Inc
|
44,086 | $1,061,590 |
All Filings in MRK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,126 | 11,036 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,338,587 | 11,128 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,150,386 | 10,929 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $934,056 | 11,129 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $863,952 | 10,914 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $986,911 | 10,995 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,032,403 | 10,378 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,186,020 | 10,444 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,257,065 | 10,154 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,302,874 | 9,874 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,043,539 | 9,572 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $932,829 | 9,061 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,025,355 | 8,886 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,033,153 | 9,711 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,066,784 | 9,615 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $817,278 | 9,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $880,975 | 9,663 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $717,117 | 8,740 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $653,356 | 8,525 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $640,312 | 8,525 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $639,658 | 8,225 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $600,145 | 7,785 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $537,834 | 6,575 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $481,359 | 5,803 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $255,575 | 3,305 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||