Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,797,445
+$27,407 QoQ
Shares Held
21,770
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,381
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, 2026WEALTH ALLIANCE, LLC holds $31,462,048 across 11 Drug Manufacturers - General names. MRK ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,574 | $9,084,483 | |
| 2 | ABBV |
AbbVie Inc.
|
21,367 | $5,376,791 | |
| 3 | AMGN |
Amgen Inc
|
11,201 | $4,056,106 | |
| 4 | JNJ |
Johnson & Johnson
|
14,755 | $3,747,327 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
21,770 | $2,797,445 | |
| 6 | PFE |
Pfizer Inc
|
93,388 | $2,248,783 | |
| 7 | AZN |
Astrazeneca PLC
|
8,277 | $1,569,484 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
18,651 | $1,074,670 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,797,445 | 21,770 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,770,038 | 23,028 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,817,629 | 17,268 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $944,800 | 11,257 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,304,635 | 16,481 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,389,395 | 15,479 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,484,739 | 14,925 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,858,863 | 16,369 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,936,232 | 15,640 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,161,604 | 16,382 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,773,646 | 16,269 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,702,381 | 16,536 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,996,016 | 17,298 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,716,070 | 16,130 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,162,193 | 19,488 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,910,399 | 22,183 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,345,439 | 25,726 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $2,473,151 | 30,142 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,526,053 | 32,960 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,549,532 | 33,944 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,531,646 | 32,553 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,892,483 | 24,549 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $2,007,534 | 24,542 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,754,808 | 21,155 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $1,493,242 | 19,310 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,058,847 | 13,762 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||