Position in MRK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,041,479
+$121,050 QoQ
Shares Held
15,887
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#1,574
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, 2026BCS Wealth Management holds $7,700,051 across 8 Drug Manufacturers - General names. MRK ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,962 | $2,353,281 | |
| 2 | MRK |
Merck & Co., Inc.
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|
15,887 | $2,041,479 | |
| 3 | JNJ |
Johnson & Johnson
|
3,739 | $949,593 | |
| 4 | ABBV |
AbbVie Inc.
|
3,535 | $889,547 | |
| 5 | PFE |
Pfizer Inc
|
26,000 | $626,080 | |
| 6 | AMGN |
Amgen Inc
|
843 | $305,267 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,112 | $294,553 | |
| 8 | NVS |
Novartis AG
|
1,533 | $240,251 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,479 | 15,887 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,920,429 | 15,965 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,363,688 | 31,956 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,321,393 | 15,744 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,287,141 | 16,260 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,428,440 | 15,914 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,574,668 | 15,829 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,795,837 | 15,814 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,907,634 | 15,409 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,953,123 | 14,802 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,575,666 | 14,453 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,484,847 | 14,423 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,586,381 | 13,748 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,211,356 | 11,386 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,545,422 | 13,929 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,192,503 | 13,847 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,289,964 | 14,149 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,121,787 | 13,672 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,037,322 | 13,535 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $986,644 | 13,136 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $995,378 | 12,799 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $979,891 | 12,711 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,030,434 | 12,597 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,040,359 | 12,542 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,134,508 | 14,671 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,148,098 | 14,922 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||