Position in MRK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$317,652
+$49,887 QoQ
Shares Held
2,472
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,120
of 3,769 holders
Holding Since
Mar 2020
19 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, 2026CWS Financial Advisors, LLC holds $4,559,279 across 7 Drug Manufacturers - General names. MRK ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
4,387 | $1,103,944 | |
| 2 | JNJ |
Johnson & Johnson
|
3,919 | $995,308 | |
| 3 | LLY |
ELI LILLY & Co
|
705 | $845,598 | |
| 4 | AMGN |
Amgen Inc
|
1,490 | $539,558 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,162 | $399,487 | |
| 6 | PFE |
Pfizer Inc
|
14,856 | $357,732 | |
| 7 | MRK |
Merck & Co., Inc.
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|
2,472 | $317,652 |
All Filings in MRK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,652 | 2,472 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $267,765 | 2,226 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $228,414 | 2,170 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $273,408 | 3,046 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $245,516 | 2,468 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $285,944 | 2,518 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $313,585 | 2,533 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $319,187 | 2,419 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $392,362 | 3,599 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $433,728 | 4,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $532,409 | 4,614 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $494,287 | 4,646 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $291,085 | 3,380 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $338,970 | 3,718 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $257,801 | 3,142 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $249,080 | 3,250 | Shares | Sole | 2022-02-15 | |
| 2020-09-30 | $460,040 | 5,546 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $444,183 | 5,744 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $379,775 | 4,936 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||