Position in MRK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$694,157
+$41,464 QoQ
Shares Held
5,402
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,425
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, 2026HHM Wealth Advisors, LLC holds $8,047,120 across 11 Drug Manufacturers - General names. MRK ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,201 | $2,639,945 | |
| 2 | ABBV |
AbbVie Inc.
|
9,421 | $2,370,700 | |
| 3 | JNJ |
Johnson & Johnson
|
5,167 | $1,312,262 | |
| 4 | MRK |
Merck & Co., Inc.
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|
5,402 | $694,157 | |
| 5 | AMGN |
Amgen Inc
|
1,352 | $489,586 | |
| 6 | NVS |
Novartis AG
|
1,449 | $227,087 | |
| 7 | PFE |
Pfizer Inc
|
6,101 | $146,912 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,183 | $68,164 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,157 | 5,402 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $652,693 | 5,426 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $609,244 | 5,788 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $543,362 | 6,474 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $504,882 | 6,378 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $566,834 | 6,315 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $641,447 | 6,448 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $479,450 | 4,222 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $520,950 | 4,208 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $569,760 | 4,318 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $877,392 | 8,048 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $821,849 | 7,983 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $959,352 | 8,314 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $886,654 | 8,334 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $939,635 | 8,469 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $734,000 | 8,523 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $912,976 | 10,014 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $793,833 | 9,675 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $743,024 | 9,695 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $732,397 | 9,751 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $765,256 | 9,840 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $754,326 | 9,785 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $798,367 | 9,760 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $809,592 | 9,760 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $684,757 | 8,855 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $679,302 | 8,829 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||