MATTERN CAPITAL MANAGEMENT, LLC

Position in MRK — Merck & Co., Inc.

CIK 1803227 LAKEWOOD, CO

Position in MRK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$347,721

+$31,960 QoQ

Shares Held

2,706

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,028

of 3,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MATTERN CAPITAL MANAGEMENT, LLC holds $35,188,301 across 6 Drug Manufacturers - General names. MRK ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	10,188	$12,219,793
2	AMGN	Amgen Inc	28,008	$10,142,256
3	JNJ	Johnson & Johnson	39,870	$10,125,783
4	NVO	Novo Nordisk A S	41,849	$2,006,241
5	MRK	Merck & Co., Inc. This page	2,706	$347,721
6	NVS	Novartis AG	2,211	$346,507

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,721	2,706	+3.1%	Shares	Sole	2026-07-24
2026-03-31	$315,761	2,625	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$276,096	2,623	0.0%	Shares	Sole	2026-01-29
2025-09-30	$220,148	2,623	-22.3%	Shares	Sole	2025-10-21
2025-06-30	$267,244	3,376	+27.5%	Shares	Sole	2025-07-21
2025-03-31	$237,684	2,648	-8.8%	Shares	Sole	2025-04-23
2024-12-31	$288,790	2,903	0.0%	Shares	Sole	2025-02-03
2024-09-30	$329,664	2,903	0.0%	Shares	Sole	2024-10-24
2024-06-30	$359,391	2,903	0.0%	Shares	Sole	2024-08-02
2024-03-31	$383,050	2,903	+11.5%	Shares	Sole	2024-05-14
2023-12-31	$283,779	2,603	+12.0%	Shares	Sole	2024-02-14
2023-09-30	$239,358	2,325	0.0%	Shares	Sole	2023-11-08
2023-06-30	$268,281	2,325	-0.7%	Shares	Sole	2023-08-08
2023-03-31	$249,058	2,341	-11.2%	Shares	Sole	2023-05-12
2022-12-31	$292,353	2,635	0.0%	Shares	Sole	2023-02-06
2022-09-30	$226,926	2,635	0.0%	Shares	Sole	2022-11-08
2022-06-30	$240,232	2,635	-1.8%	Shares	Sole	2022-08-08
2022-03-31	$220,140	2,683	0.0%	Shares	Sole	2022-05-03
2021-12-31	$205,625	2,683	0.0%	Shares	Sole	2022-02-03
2021-09-30	$201,520	2,683	0.0%	Shares	Sole	2021-11-01
2021-06-30	$208,656	2,683	0.0%	Shares	Sole	2021-08-03
2021-03-31	$206,832	2,683	-0.0%	Shares	Sole	2021-05-17
2020-12-31	$219,551	2,684	0.0%	Shares	Sole	2021-02-03
2020-09-30	$222,637	2,684	-1.4%	Shares	Sole	2020-11-16
2020-06-30	$210,492	2,722	-9.0%	Shares	Sole	2020-08-07
2020-03-31	$230,127	2,991	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.