Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,678,556
+$216,520 QoQ
Shares Held
36,409
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#1,080
of 3,778 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $26,909,774 across 14 Drug Manufacturers - General names. MRK ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
33,173 | $8,424,946 | |
| 2 | LLY |
ELI LILLY & Co
|
4,518 | $5,419,024 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
36,409 | $4,678,556 | |
| 4 | ABBV |
AbbVie Inc.
|
17,347 | $4,365,198 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,647 | $1,189,679 | |
| 6 | AMGN |
Amgen Inc
|
3,138 | $1,136,331 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,232 | $913,690 | |
| 8 | PFE |
Pfizer Inc
|
17,600 | $423,807 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,678,556 | 36,409 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,462,036 | 37,094 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,860,304 | 36,674 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,498,175 | 29,765 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $2,364,508 | 29,870 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $2,857,778 | 31,838 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $3,118,796 | 31,351 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $3,578,161 | 31,509 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $3,812,915 | 30,799 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $4,004,021 | 30,345 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,382,235 | 31,024 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $3,272,162 | 31,784 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $3,740,712 | 32,418 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $4,096,546 | 38,505 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $3,493,260 | 31,485 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,245,173 | 37,682 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,360,799 | 36,863 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,196,831 | 38,962 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,536,783 | 33,100 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,314,514 | 30,815 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,342,898 | 30,126 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $2,218,342 | 28,776 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,399,110 | 29,329 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $2,476,141 | 29,851 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,326,628 | 30,087 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,367,211 | 30,767 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||