Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$76,714
+$4,901 QoQ
Shares Held
597
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#3,615
of 3,769 holders
Holding Since
Dec 2020
20 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, 2026IFS Advisors, LLC holds $238,324 across 8 Drug Manufacturers - General names. MRK ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
597 | $76,714 | |
| 2 | ABBV |
AbbVie Inc.
|
200 | $50,328 | |
| 3 | PFE |
Pfizer Inc
|
1,820 | $43,825 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
579 | $33,361 | |
| 5 | JNJ |
Johnson & Johnson
|
72 | $18,285 | |
| 6 | LLY |
ELI LILLY & Co
|
10 | $11,994 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
24 | $3,032 | |
| 8 | OGN |
Organon & Co.
|
58 | $785 |
All Filings in MRK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,714 | 597 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $71,813 | 597 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $62,840 | 597 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $50,106 | 597 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $47,258 | 597 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $78,629 | 876 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $79,285 | 797 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $67,795 | 597 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $73,908 | 597 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $78,774 | 597 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $65,084 | 597 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $61,461 | 597 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $68,887 | 597 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $63,514 | 597 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $66,237 | 597 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $51,413 | 597 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $54,428 | 597 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $48,983 | 597 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $45,754 | 597 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $48,834 | 597 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||