Monte Financial Group, LLC

Position in MRK — Merck & Co., Inc.

CIK 1755651 GUILFORD, CT

Position in MRK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,618,778

+$513,580 QoQ

Shares Held

51,508

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#919

of 3,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Monte Financial Group, LLC holds $28,595,491 across 7 Drug Manufacturers - General names. MRK ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	33,979	$8,629,646
2	NVS	Novartis AG	44,535	$6,979,525
3	MRK	Merck & Co., Inc. This page	51,508	$6,618,778
4	PFE	Pfizer Inc	173,412	$4,175,760
5	AZN	Astrazeneca PLC	9,226	$1,749,434
6	NVO	Novo Nordisk A S	4,982	$238,837
7	AMGN	Amgen Inc	562	$203,511

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,618,778	51,508	+1.5%	Shares	Sole	2026-08-07
2026-03-31	$6,105,198	50,754	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$5,353,523	50,860	-1.0%	Shares	Sole	2026-01-22
2025-09-30	$4,312,239	51,379	+4.7%	Shares	Sole	2025-10-31
2025-06-30	$3,885,964	49,090	-22.2%	Shares	Sole	2025-07-23
2025-03-31	$5,665,920	63,123	+15.6%	Shares	Sole	2025-04-22
2024-12-31	$5,433,398	54,618	+13.7%	Shares	Sole	2025-01-21
2024-09-30	$5,453,832	48,026	+1.6%	Shares	Sole	2024-10-22
2024-06-30	$5,851,530	47,266	-0.2%	Shares	Sole	2024-07-22
2024-03-31	$6,248,228	47,353	-0.1%	Shares	Sole	2024-04-29
2023-12-31	$5,167,657	47,401	+10.2%	Shares	Sole	2024-01-22
2023-09-30	$4,429,732	43,028	+2.1%	Shares	Sole	2023-10-24
2023-06-30	$4,864,957	42,161	-6.4%	Shares	Sole	2023-07-25
2023-03-31	$4,794,571	45,066	-14.9%	Shares	Sole	2023-04-26
2022-12-31	$5,874,358	52,946	-7.5%	Shares	Sole	2023-01-23
2022-09-30	$4,927,614	57,218	-14.5%	Shares	Sole	2022-10-24
2022-06-30	$6,098,178	66,888	-0.1%	Shares	Sole	2022-07-20
2022-03-31	$5,495,216	66,974	+3.2%	Shares	Sole	2022-04-22
2021-12-31	$4,974,472	64,907	-2.9%	Shares	Sole	2022-01-26
2021-09-30	$5,018,699	66,818	+13.7%	Shares	Sole	2021-10-25
2021-06-30	$4,569,920	58,762	+2.2%	Shares	Sole	2021-10-25
2021-03-31	$4,431,598	57,486	+20.3%	Shares	Sole	2021-04-30
2020-12-31	$3,908,320	47,779	-0.3%	Shares	Sole	2021-02-03
2020-09-30	$3,975,380	47,925	-4.5%	Shares	Sole	2020-11-03
2020-06-30	$3,878,797	50,159	+13.6%	Shares	Sole	2020-08-03
2020-03-31	$3,398,053	44,165	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.