Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$806,209
+$92,529 QoQ
Shares Held
6,274
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,292
of 3,768 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)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Mattern Wealth Management LLC holds $8,952,384 across 8 Drug Manufacturers - General names. MRK ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,534 | $3,039,355 | |
| 2 | JNJ |
Johnson & Johnson
|
9,980 | $2,534,620 | |
| 3 | ABBV |
AbbVie Inc.
|
4,847 | $1,219,699 | |
| 4 | MRK |
Merck & Co., Inc.
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|
6,274 | $806,209 | |
| 5 | AMGN |
Amgen Inc
|
1,809 | $655,075 | |
| 6 | NVS |
Novartis AG
|
1,633 | $255,923 | |
| 7 | PFE |
Pfizer Inc
|
9,242 | $222,547 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,800 | $218,956 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,209 | 6,274 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $713,680 | 5,933 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $635,033 | 6,033 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $497,956 | 5,933 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $596,312 | 7,533 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $680,650 | 7,583 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $730,083 | 7,339 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,790,841 | 15,770 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,964,706 | 15,870 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,041,266 | 15,470 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,686,539 | 15,470 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,657,803 | 16,103 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,858,125 | 16,103 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,711,921 | 16,091 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,796,391 | 16,191 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,363,021 | 15,827 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,442,947 | 15,827 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,298,605 | 15,827 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,212,981 | 15,827 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,164,956 | 15,510 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,235,998 | 15,893 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,241,689 | 16,107 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,376,120 | 16,823 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,397,127 | 16,843 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,287,003 | 16,643 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,280,511 | 16,643 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||