Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$115,778
+$83,060 QoQ
Shares Held
901
+231.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,577
of 3,769 holders
Holding Since
Mar 2020
15 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, 2026Lloyd Advisory Services, LLC. holds $1,085,044 across 10 Drug Manufacturers - General names. MRK ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
1,113 | $280,075 | |
| 2 | PFE |
Pfizer Inc
|
9,335 | $224,786 | |
| 3 | SNY |
Sanofi
|
5,244 | $223,709 | |
| 4 | MRK |
Merck & Co., Inc.
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|
901 | $115,778 | |
| 5 | AMGN |
Amgen Inc
|
314 | $113,705 | |
| 6 | JNJ |
Johnson & Johnson
|
259 | $65,778 | |
| 7 | LLY |
ELI LILLY & Co
|
32 | $38,381 | |
| 8 | AZN |
Astrazeneca PLC
|
105 | $19,910 |
All Filings in MRK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,778 | 901 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $32,718 | 272 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $100,628 | 956 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $2,744,560 | 20,800 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $408,715 | 3,749 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,465,081 | 14,231 | Shares | Other | 2023-11-13 | |
| 2022-06-30 | $344,531 | 3,779 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $360,445 | 4,393 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $250,306 | 3,266 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $269,344 | 3,586 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $286,971 | 3,690 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $178,771 | 2,319 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $206,463 | 2,524 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $159,429 | 1,922 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $116,640 | 1,516 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||