Benchmark Financial Wealth Advisors, LLC
Position in MRK — Merck & Co., Inc.
CIK 1757706
BOCA RATON, FL
Position in MRK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,010,010
+$4,386 QoQ
Shares Held
7,860
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,112
of 3,769 holders
Holding Since
Jun 2022
17 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, 2026Benchmark Financial Wealth Advisors, LLC holds $6,259,679 across 8 Drug Manufacturers - General names. MRK ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
26,443 | $1,523,645 | |
| 2 | LLY |
ELI LILLY & Co
|
976 | $1,170,643 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
7,860 | $1,010,010 | |
| 4 | ABBV |
AbbVie Inc.
|
3,881 | $976,614 | |
| 5 | AMGN |
Amgen Inc
|
1,801 | $652,178 | |
| 6 | PFE |
Pfizer Inc
|
14,858 | $357,780 | |
| 7 | JNJ |
Johnson & Johnson
|
1,211 | $307,557 | |
| 8 | NVS |
Novartis AG
|
1,667 | $261,252 |
All Filings in MRK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,010 | 7,860 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,005,624 | 8,360 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $680,400 | 6,464 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $357,961 | 4,265 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $279,751 | 3,534 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $318,558 | 3,549 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $467,854 | 4,703 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $787,879 | 6,938 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $757,779 | 6,121 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $643,388 | 4,876 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $434,771 | 3,988 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $368,766 | 3,582 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $375,479 | 3,254 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $347,469 | 3,266 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $354,152 | 3,192 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $265,077 | 3,078 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $205,953 | 2,259 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||