Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$869,174
+$60,946 QoQ
Shares Held
6,764
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,241
of 3,769 holders
Holding Since
Dec 2020
23 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, 20261900 WEALTH MANAGEMENT LLC holds $9,846,369 across 9 Drug Manufacturers - General names. MRK ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,155 | $2,584,771 | |
| 2 | JNJ |
Johnson & Johnson
|
8,399 | $2,133,094 | |
| 3 | ABBV |
AbbVie Inc.
|
6,582 | $1,656,294 | |
| 4 | NVS |
Novartis AG
|
6,153 | $964,298 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
6,764 | $869,174 | |
| 6 | PFE |
Pfizer Inc
|
23,827 | $573,754 | |
| 7 | AMGN |
Amgen Inc
|
1,040 | $376,604 | |
| 8 | NVO |
Novo Nordisk A S
|
7,465 | $357,872 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,174 | 6,764 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $808,228 | 6,719 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $746,714 | 7,094 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $495,438 | 5,903 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $361,761 | 4,570 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $437,759 | 4,877 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $567,433 | 5,704 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $601,640 | 5,298 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $655,273 | 5,293 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $697,751 | 5,288 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $770,008 | 7,063 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $795,803 | 7,730 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $655,992 | 5,685 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $583,229 | 5,482 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $608,227 | 5,482 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $456,608 | 5,302 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $478,460 | 5,248 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $456,198 | 5,560 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $462,215 | 6,031 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $297,210 | 3,957 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $528,758 | 6,799 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $261,797 | 3,396 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $218,651 | 2,673 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||