Position in MRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,704,938
+$95,939 QoQ
Shares Held
13,268
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,703
of 3,769 holders
Holding Since
Mar 2020
25 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, 2026Keudell/Morrison Wealth Management holds $22,085,611 across 13 Drug Manufacturers - General names. MRK ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,989 | $5,983,956 | |
| 2 | ABBV |
AbbVie Inc.
|
20,064 | $5,048,904 | |
| 3 | JNJ |
Johnson & Johnson
|
7,437 | $1,888,774 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
14,835 | $1,874,253 | |
| 5 | AMGN |
Amgen Inc
|
4,952 | $1,793,218 | |
| 6 | MRK |
Merck & Co., Inc.
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|
13,268 | $1,704,938 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,945 | $1,149,230 | |
| 8 | SNY |
Sanofi
|
14,344 | $611,915 |
All Filings in MRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,938 | 13,268 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,608,999 | 13,376 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,332,275 | 12,657 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $945,091 | 11,939 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,144,888 | 12,755 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,238,923 | 12,454 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,443,801 | 12,714 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,547,995 | 12,504 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,665,340 | 12,621 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,359,479 | 12,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,266,902 | 12,306 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,433,605 | 12,424 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,345,833 | 12,650 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,636,068 | 14,746 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,393,766 | 16,184 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,504,578 | 16,503 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,420,285 | 17,310 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,400,212 | 18,270 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,376,916 | 18,332 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,390,449 | 17,879 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,186,184 | 15,387 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,282,214 | 15,675 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,193,568 | 14,389 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,077,207 | 13,930 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,064,541 | 13,836 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||