Position in MRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,079,001
+$154,843 QoQ
Shares Held
16,179
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,560
of 3,769 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $17,401,793 across 7 Drug Manufacturers - General names. MRK ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
25,593 | $6,499,854 | |
| 2 | AMGN |
Amgen Inc
|
10,233 | $3,705,573 | |
| 3 | ABBV |
AbbVie Inc.
|
9,464 | $2,381,520 | |
| 4 | MRK |
Merck & Co., Inc.
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|
16,179 | $2,079,001 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
26,459 | $1,524,567 | |
| 6 | PFE |
Pfizer Inc
|
25,454 | $612,932 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,736 | $598,346 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,079,001 | 16,179 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,924,158 | 15,996 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,442,798 | 13,707 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,010,013 | 12,034 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $941,054 | 11,888 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $742,943 | 8,277 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $774,053 | 7,781 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,302,533 | 11,470 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,109,743 | 8,964 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,143,214 | 8,664 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $754,636 | 6,922 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $712,619 | 6,922 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $798,729 | 6,922 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $736,431 | 6,922 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $767,995 | 6,922 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $596,122 | 6,922 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $562,701 | 6,172 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $506,412 | 6,172 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $480,686 | 6,272 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $263,185 | 3,504 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $280,283 | 3,604 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $280,993 | 3,645 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $269,530 | 3,295 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||