Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$616,543
+$44,204 QoQ
Shares Held
4,798
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,521
of 3,769 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Jacobsen Capital Management holds $5,455,034 across 7 Drug Manufacturers - General names. MRK ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,543 | $1,850,720 | |
| 2 | JNJ |
Johnson & Johnson
|
4,712 | $1,196,706 | |
| 3 | ABBV |
AbbVie Inc.
|
3,660 | $921,002 | |
| 4 | MRK |
Merck & Co., Inc.
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|
4,798 | $616,543 | |
| 5 | AMGN |
Amgen Inc
|
1,011 | $366,103 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
1,997 | $252,300 | |
| 7 | PFE |
Pfizer Inc
|
10,451 | $251,660 |
All Filings in MRK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,543 | 4,798 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $572,339 | 4,758 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $495,879 | 4,711 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $410,333 | 4,889 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $323,368 | 4,085 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $280,859 | 3,129 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $357,531 | 3,594 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $381,675 | 3,361 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $481,086 | 3,886 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $438,733 | 3,325 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $341,777 | 3,135 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $389,768 | 3,786 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $441,943 | 3,830 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $355,448 | 3,341 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||