Apella Capital, LLC

Position in MRK — Merck & Co., Inc.

CIK 1801507 WEST HARTFORD, CT

Position in MRK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,839,695

+$372,486 QoQ

Shares Held

37,663

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,061

of 3,769 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Apella Capital, LLC holds $29,919,337 across 10 Drug Manufacturers - General names. MRK ranks #4 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	42,479	$10,788,391
2	ABBV	AbbVie Inc.	20,565	$5,174,976
3	LLY	ELI LILLY & Co	4,276	$5,128,763
4	MRK	Merck & Co., Inc. This page	37,663	$4,839,695
5	PFE	Pfizer Inc	46,600	$1,122,128
6	AMGN	Amgen Inc	2,984	$1,080,566
7	BMY	Bristol Myers Squibb Co	12,792	$737,075
8	NVS	Novartis AG	2,960	$463,891

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,839,695	37,663	+1.4%	Shares	Sole	2026-07-08
2026-03-31	$4,467,209	37,137	+152.6%	Shares	Sole	2026-04-20
2025-12-31	$1,547,427	14,701	+5.6%	Shares	Sole	2026-01-21
2025-09-30	$1,168,809	13,926	+22.7%	Shares	Sole	2025-10-17
2025-06-30	$898,228	11,347	+4.5%	Shares	Sole	2025-07-08
2025-03-31	$974,344	10,855	+14.6%	Shares	Sole	2025-04-10
2024-12-31	$942,075	9,470	+4.7%	Shares	Sole	2025-01-14
2024-09-30	$1,027,377	9,047	+13.0%	Shares	Sole	2024-10-03
2024-06-30	$990,771	8,003	+30.0%	Shares	Sole	2024-07-10
2024-03-31	$812,416	6,157	+6.2%	Shares	Sole	2024-04-10
2023-12-31	$632,097	5,798	-2.2%	Shares	Sole	2024-01-05
2023-09-30	$610,596	5,931	+4.5%	Shares	Sole	2023-10-10
2023-06-30	$654,838	5,675	-11.0%	Shares	Sole	2023-07-06
2022-12-31	$707,195	6,374	+36.5%	Shares	Sole	2023-01-10
2022-09-30	$402,094	4,669	+5.6%	Shares	Sole	2022-10-11
2022-06-30	$403,153	4,422	+2.1%	Shares	Sole	2022-07-08
2022-03-31	$355,358	4,331	+2.0%	Shares	Sole	2022-04-11
2021-12-31	$325,490	4,247	-14.1%	Shares	Sole	2022-01-13
2021-09-30	$371,569	4,947	-19.7%	Shares	Sole	2022-01-18
2021-06-30	$478,907	6,158	-11.1%	Shares	Sole	2022-01-18
2021-03-31	$534,079	6,928	-14.7%	Shares	Sole	2021-04-15
2020-12-31	$664,542	8,124	-3.9%	Shares	Sole	2021-02-18
2020-09-30	$701,342	8,455	+5.3%	Shares	Sole	2020-10-22
2020-06-30	$620,960	8,030	0.0%	Shares	Sole	2020-07-20
2020-03-31	$617,827	8,030	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.