Position in MRK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$21,876,739
+$5,519,344 QoQ
Shares Held
170,247
+25.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#504
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Derivatives in MRK
reported options exposure · as of Jun 30, 2026CallValue
$629,650
CallShares
4,900
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, 2026SteelPeak Wealth, LLC holds $140,108,606 across 11 Drug Manufacturers - General names. MRK ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
188,790 | $68,364,634 | |
| 2 | JNJ |
Johnson & Johnson
|
90,701 | $23,035,332 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
170,247 | $21,876,739 | |
| 4 | ABBV |
AbbVie Inc.
|
37,009 | $9,312,944 | |
| 5 | PFE |
Pfizer Inc
|
289,182 | $6,963,502 | |
| 6 | LLY |
ELI LILLY & Co
|
5,219 | $6,259,825 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
48,151 | $2,774,460 | |
| 8 | BIIB |
Biogen Inc.
|
3,011 | $650,556 |
All Filings in MRK
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,876,739 | 170,247 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $629,650 | 4,900 | Call | Sole | 2026-07-13 | |
| 2026-03-31 | $517,247 | 4,300 | Call | Sole | 2026-05-05 | |
| 2026-03-31 | $16,357,395 | 135,983 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,054,240 | 190,521 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,311,439 | 146,687 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,576,352 | 108,342 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,920,242 | 88,238 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,156,572 | 41,783 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,347,218 | 64,699 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,812,173 | 30,793 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $99,040 | 800 | Put | Sole | 2024-07-17 | |
| 2024-03-31 | $3,366,836 | 25,516 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,748,353 | 16,037 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,351,640 | 32,556 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,301,466 | 115,274 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,903,151 | 130,681 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $14,655,829 | 132,094 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $8,833,845 | 102,576 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,996,104 | 120,611 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,477,785 | 127,700 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,605,679 | 73,143 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,952,060 | 119,186 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,472,186 | 108,939 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,087,646 | 78,968 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,024,480 | 61,424 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $482,935 | 5,822 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $382,783 | 4,950 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $15,387 | 200 | Put | Sole | 2020-04-16 | |
| 2020-03-31 | $4,172,377 | 54,229 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||