Position in MRK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,996,529
+$452,961 QoQ
Shares Held
77,794
-1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#748
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Live Oak Private Wealth LLC holds $31,528,081 across 7 Drug Manufacturers - General names. MRK ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
72,426 | $11,350,602 | |
| 2 | MRK |
Merck & Co., Inc.
This page
|
77,794 | $9,996,529 | |
| 3 | ABBV |
AbbVie Inc.
|
17,541 | $4,414,017 | |
| 4 | LLY |
ELI LILLY & Co
|
1,875 | $2,248,931 | |
| 5 | JNJ |
Johnson & Johnson
|
7,139 | $1,813,091 | |
| 6 | AMGN |
Amgen Inc
|
3,612 | $1,307,977 | |
| 7 | PFE |
Pfizer Inc
|
16,484 | $396,934 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,996,529 | 77,794 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,543,568 | 79,338 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,413,326 | 79,929 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,616,621 | 78,835 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,037,533 | 76,270 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,608,849 | 73,628 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,933,159 | 69,694 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,944,544 | 69,959 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,568,074 | 69,209 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,297,592 | 70,463 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,192,239 | 84,317 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,779,987 | 85,284 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,843,113 | 85,303 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,295,294 | 87,370 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,269,642 | 92,561 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,000,203 | 92,896 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,495,220 | 93,180 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,537,030 | 91,859 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,928,715 | 90,406 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,289,260 | 83,734 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,308,469 | 81,117 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,298,784 | 68,735 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,708,651 | 57,563 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,667,598 | 56,270 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,370,770 | 56,521 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $239,437 | 3,112 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||