Position in MRK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,133,973
-$1,654,983 QoQ
Shares Held
32,171
-33.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
#1,130
of 3,769 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, 2026Carolina Wealth Advisors, LLC holds $23,609,987 across 8 Drug Manufacturers - General names. MRK ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
18,741 | $4,715,985 | |
| 2 | AMGN |
Amgen Inc
|
13,010 | $4,711,181 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
32,171 | $4,133,973 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
56,312 | $3,244,697 | |
| 5 | NVO |
Novo Nordisk A S
|
52,148 | $2,499,975 | |
| 6 | JNJ |
Johnson & Johnson
|
8,728 | $2,216,650 | |
| 7 | LLY |
ELI LILLY & Co
|
1,724 | $2,067,817 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
156 | $19,709 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,133,973 | 32,171 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,788,956 | 48,125 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $504,300 | 4,791 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $318,178 | 3,791 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $140,429 | 1,774 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $82,040 | 914 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $92,217 | 927 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $105,270 | 927 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $114,762 | 927 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $122,317 | 927 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $125,373 | 1,150 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $123,437 | 1,199 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $7,062,791 | 61,208 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,454,255 | 60,666 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $6,651,230 | 59,948 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $5,213,532 | 60,538 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,449,413 | 59,772 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,917,420 | 59,932 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,499,687 | 58,712 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,440,653 | 59,122 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,474,108 | 57,530 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $4,151,298 | 53,850 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,011,292 | 12,363 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $954,671 | 11,509 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $817,687 | 10,574 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $742,547 | 9,651 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||