Position in MRK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$15,693,705
+$1,685,213 QoQ
Shares Held
122,130
+4.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#587
of 3,778 holders
Holding Since
Dec 2022
12 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, 2026Foster Victor Wealth Advisors, LLC holds $146,000,046 across 9 Drug Manufacturers - General names. MRK ranks #7 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
93,625 | $23,559,795 | |
| 2 | AMGN |
Amgen Inc
|
64,695 | $23,427,353 | |
| 3 | GSK |
GSK plc
|
414,286 | $21,716,872 | |
| 4 | JNJ |
Johnson & Johnson
|
85,335 | $21,672,529 | |
| 5 | PFE |
Pfizer Inc
|
819,225 | $19,726,938 | |
| 6 | LLY |
ELI LILLY & Co
|
15,754 | $18,895,821 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
122,130 | $15,693,705 | |
| 8 | AZN |
Astrazeneca PLC
|
3,899 | $739,328 |
All Filings in MRK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,693,705 | 122,130 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $14,008,492 | 116,456 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,210,521 | 135,004 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,930,371 | 130,232 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $9,297,579 | 117,453 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,420,491 | 104,952 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $240,542 | 2,418 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $276,518 | 2,435 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $333,145 | 2,691 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $263,768 | 1,999 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $223,395 | 1,936 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $205,368 | 1,851 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||