Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$528,006
+$33,735 QoQ
Shares Held
4,109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,645
of 3,768 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Powell Investment Advisors, LLC holds $3,323,936 across 5 Drug Manufacturers - General names. MRK ranks #4 (15.9% of the industry book) .
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,006 | 4,109 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $494,271 | 4,109 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $432,513 | 4,109 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $344,868 | 4,109 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $325,268 | 4,109 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $368,823 | 4,109 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $408,763 | 4,109 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $466,618 | 4,109 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $500,894 | 4,046 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $521,202 | 3,950 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $430,629 | 3,950 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $406,652 | 3,950 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $455,790 | 3,950 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $420,240 | 3,950 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $448,903 | 4,046 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $340,174 | 3,950 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $360,121 | 3,950 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $324,097 | 3,950 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $302,728 | 3,950 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $296,684 | 3,950 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $307,191 | 3,950 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $304,505 | 3,950 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $323,109 | 3,950 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $327,652 | 3,950 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $305,453 | 3,950 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $303,912 | 3,950 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||