Position in MRK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,234,434
+$537,620 QoQ
Shares Held
48,517
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#945
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Soltis Investment Advisors LLC holds $50,374,735 across 12 Drug Manufacturers - General names. MRK ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
49,990 | $12,695,960 | |
| 2 | AMGN |
Amgen Inc
|
29,172 | $10,563,764 | |
| 3 | ABBV |
AbbVie Inc.
|
35,875 | $9,027,585 | |
| 4 | LLY |
ELI LILLY & Co
|
5,809 | $6,967,489 | |
| 5 | MRK |
Merck & Co., Inc.
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|
48,517 | $6,234,434 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
42,594 | $2,454,266 | |
| 7 | PFE |
Pfizer Inc
|
26,981 | $649,702 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
4,981 | $629,299 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,234,434 | 48,517 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,696,814 | 47,359 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,920,483 | 46,746 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $3,945,633 | 47,011 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $803,157 | 10,146 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,354,869 | 37,376 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $997,485 | 10,027 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,797,654 | 15,830 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $1,966,191 | 15,882 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,079,136 | 15,757 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,690,900 | 15,510 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,607,564 | 15,615 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,702,579 | 14,755 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,004,534 | 9,442 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,048,477 | 9,450 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,737,694 | 43,401 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,735,234 | 40,970 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,134,720 | 38,205 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,324,951 | 30,336 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $245,609 | 3,270 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $250,730 | 3,224 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $276,059 | 3,581 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $634,195 | 7,753 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $270,583 | 3,262 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $514,786 | 6,657 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $227,511 | 2,957 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||