Position in MRK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$601,637
+$50,950 QoQ
Shares Held
4,682
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,539
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, 2026Physician Wealth Advisors, Inc. holds $3,911,594 across 15 Drug Manufacturers - General names. MRK ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,025 | $1,229,415 | |
| 2 | JNJ |
Johnson & Johnson
|
3,392 | $861,466 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
4,682 | $601,637 | |
| 4 | ABBV |
AbbVie Inc.
|
1,376 | $346,256 | |
| 5 | NVS |
Novartis AG
|
1,603 | $251,222 | |
| 6 | PFE |
Pfizer Inc
|
10,105 | $243,328 | |
| 7 | AZN |
Astrazeneca PLC
|
492 | $93,293 | |
| 8 | AMGN |
Amgen Inc
|
235 | $85,098 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,637 | 4,682 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $550,687 | 4,578 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $461,354 | 4,383 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $385,238 | 4,590 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $363,106 | 4,587 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $400,239 | 4,459 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $439,104 | 4,414 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $500,572 | 4,408 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $545,091 | 4,403 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $579,920 | 4,395 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $478,597 | 4,390 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $448,553 | 4,357 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $500,792 | 4,340 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $461,732 | 4,340 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $484,962 | 4,371 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $374,966 | 4,354 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $396,954 | 4,354 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $356,507 | 4,345 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $328,402 | 4,285 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $321,095 | 4,275 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $331,766 | 4,266 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $329,328 | 4,272 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $349,449 | 4,272 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $353,616 | 4,263 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $349,377 | 4,518 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $354,539 | 4,608 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||