Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$435,358
+$27,816 QoQ
Shares Held
3,388
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,811
of 3,769 holders
Holding Since
Mar 2020
24 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $6,740,761 across 9 Drug Manufacturers - General names. MRK ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,524 | $1,827,931 | |
| 2 | ABBV |
AbbVie Inc.
|
6,939 | $1,746,129 | |
| 3 | AMGN |
Amgen Inc
|
2,906 | $1,052,320 | |
| 4 | JNJ |
Johnson & Johnson
|
2,617 | $664,639 | |
| 5 | MRK |
Merck & Co., Inc.
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|
3,388 | $435,358 | |
| 6 | NVS |
Novartis AG
|
2,205 | $345,567 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,286 | $246,959 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,715 | $216,673 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,358 | 3,388 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $407,542 | 3,388 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $341,463 | 3,244 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $257,749 | 3,071 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $294,950 | 3,726 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $342,111 | 3,439 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $396,324 | 3,490 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $445 | 68,854 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $446,122 | 3,381 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $392,690 | 3,602 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $495,498 | 4,813 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $549,256 | 4,760 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $525,566 | 4,940 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $536,269 | 6,227 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $566,348 | 6,212 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $473,510 | 5,771 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $449,493 | 5,865 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $573,765 | 7,639 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $460,320 | 5,919 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $392,619 | 5,093 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $416,607 | 5,093 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $283,523 | 3,418 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $267,329 | 3,457 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $266,058 | 3,458 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||