Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,114,387
+$536,290 QoQ
Shares Held
140,968
-3.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#553
of 3,778 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)
Derivatives in MRK
reported options exposure · as of Jun 30, 2026CallValue
$102,800
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $175,268,765 across 14 Drug Manufacturers - General names. MRK ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
32,277 | $38,714,004 | |
| 2 | JNJ |
Johnson & Johnson
|
114,657 | $29,119,437 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
320,925 | $18,491,698 | |
| 4 | MRK |
Merck & Co., Inc.
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|
140,968 | $18,114,387 | |
| 5 | ABBV |
AbbVie Inc.
|
65,660 | $16,522,681 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
104,200 | $13,164,627 | |
| 7 | PFE |
Pfizer Inc
|
411,666 | $9,912,916 | |
| 8 | AMGN |
Amgen Inc
|
26,885 | $9,735,596 |
All Filings in MRK
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,114,387 | 140,968 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $102,800 | 800 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $96,232 | 800 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $17,578,097 | 146,131 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $84,208 | 800 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $14,841,869 | 141,002 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,711,545 | 79,966 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $67,144 | 800 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $5,310,131 | 67,081 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $63,328 | 800 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $4,084,079 | 45,500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,640,072 | 36,591 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,838,678 | 42,609 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,181,277 | 41,852 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,195,350 | 31,795 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,784,915 | 25,545 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,861,804 | 27,798 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,971,322 | 17,084 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,813,204 | 17,043 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,915,107 | 17,261 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,460,336 | 16,957 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,410,855 | 15,475 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,168,556 | 14,242 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,091,123 | 14,237 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,174,119 | 15,632 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,348,142 | 17,335 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $949,286 | 12,314 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $797,795 | 9,753 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $522,170 | 6,295 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $483,467 | 6,252 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $410,782 | 5,339 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||