Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,585,394
+$349,623 QoQ
Shares Held
35,684
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,091
of 3,778 holders
Holding Since
Mar 2020
24 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, 2026Symphony Financial, Ltd. Co. holds $35,464,128 across 10 Drug Manufacturers - General names. MRK ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
42,065 | $10,683,248 | |
| 2 | LLY |
ELI LILLY & Co
|
6,597 | $7,912,640 | |
| 3 | ABBV |
AbbVie Inc.
|
26,093 | $6,566,042 | |
| 4 | MRK |
Merck & Co., Inc.
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|
35,684 | $4,585,394 | |
| 5 | AMGN |
Amgen Inc
|
8,993 | $3,256,545 | |
| 6 | PFE |
Pfizer Inc
|
40,314 | $970,761 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
10,467 | $603,108 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,533 | $446,359 |
All Filings in MRK
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,585,394 | 35,684 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,235,771 | 35,213 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,347,373 | 31,801 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,178,487 | 25,956 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,740,310 | 47,250 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $3,704,436 | 37,238 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,236,441 | 10,888 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,214,601 | 9,811 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,173,695 | 8,895 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $896,580 | 8,224 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $809,187 | 7,860 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $968,814 | 8,396 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $985,809 | 9,266 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $656,269 | 5,915 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $482,013 | 5,597 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $460,773 | 5,054 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $361,430 | 4,405 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $248,313 | 3,240 | Shares | Sole | 2022-01-19 | |
| 2021-06-30 | $230,899 | 2,969 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $326,553 | 4,236 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $474,357 | 5,799 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $494,714 | 5,964 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $443,101 | 5,730 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $304,759 | 3,961 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||