Position in MRK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,589,159
+$101,894 QoQ
Shares Held
12,367
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,748
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026JGP Wealth Management, LLC holds $32,516,305 across 7 Drug Manufacturers - General names. MRK ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
43,268 | $15,668,208 | |
| 2 | JNJ |
Johnson & Johnson
|
32,356 | $8,217,453 | |
| 3 | ABBV |
AbbVie Inc.
|
17,144 | $4,314,116 | |
| 4 | LLY |
ELI LILLY & Co
|
1,736 | $2,082,210 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
12,367 | $1,589,159 | |
| 6 | NVS |
Novartis AG
|
2,511 | $393,523 | |
| 7 | PFE |
Pfizer Inc
|
10,450 | $251,636 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,589,159 | 12,367 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,487,265 | 12,364 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,372,590 | 13,040 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,078,668 | 12,852 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $927,913 | 11,722 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,030,355 | 11,479 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $462,482 | 4,649 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $531,120 | 4,677 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $556,852 | 4,498 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $595,358 | 4,512 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $494,841 | 4,539 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $508,058 | 4,935 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $570,834 | 4,947 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $627,275 | 5,896 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,333,508 | 12,019 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,040,415 | 12,081 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,095,589 | 12,017 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $971,061 | 11,835 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $347,639 | 4,536 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $337,168 | 4,489 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $348,720 | 4,484 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $345,286 | 4,479 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $370,144 | 4,525 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $339,763 | 4,096 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $322,156 | 4,166 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $268,982 | 3,496 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||