Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$92,905
+$6,297 QoQ
Shares Held
723
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,594
of 3,768 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $3,379,910 across 10 Drug Manufacturers - General names. MRK ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
5,076 | $1,838,121 | |
| 2 | LLY |
ELI LILLY & Co
|
574 | $688,472 | |
| 3 | JNJ |
Johnson & Johnson
|
1,373 | $348,700 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
4,400 | $253,528 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
723 | $92,905 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
688 | $86,921 | |
| 7 | PFE |
Pfizer Inc
|
1,429 | $34,410 | |
| 8 | GSK |
GSK plc
|
482 | $25,266 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,905 | 723 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $86,608 | 720 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $75,471 | 717 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $59,842 | 713 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $56,124 | 709 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $60,588 | 675 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $66,850 | 672 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $71,202 | 627 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $77,375 | 625 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $82,336 | 624 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $67,701 | 621 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $63,726 | 619 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $71,080 | 616 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $65,323 | 614 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $178,962 | 1,613 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $155,188 | 1,802 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $164,106 | 1,800 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $147,443 | 1,797 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $137,568 | 1,795 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $134,597 | 1,792 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $139,208 | 1,790 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $162,428 | 2,107 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $172,352 | 2,107 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $174,609 | 2,105 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $162,779 | 2,105 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $421,631 | 5,480 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||