Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,607,496
+$309,415 QoQ
Shares Held
35,856
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,085
of 3,769 holders
Holding Since
Mar 2020
17 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, 2026Aprio Wealth Management, LLC holds $32,790,600 across 13 Drug Manufacturers - General names. MRK ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,052 | $8,458,381 | |
| 2 | JNJ |
Johnson & Johnson
|
21,754 | $5,524,863 | |
| 3 | MRK |
Merck & Co., Inc.
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|
35,856 | $4,607,496 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
68,912 | $3,970,709 | |
| 5 | ABBV |
AbbVie Inc.
|
10,430 | $2,624,605 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
15,500 | $1,958,270 | |
| 7 | NVS |
Novartis AG
|
8,513 | $1,334,157 | |
| 8 | AMGN |
Amgen Inc
|
3,328 | $1,205,135 |
All Filings in MRK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,607,496 | 35,856 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,298,081 | 35,731 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,656,206 | 34,735 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $654,989 | 7,804 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $556,336 | 7,028 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $604,982 | 6,740 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $678,155 | 6,817 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $806,730 | 7,104 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $901,883 | 7,285 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $901,218 | 6,830 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $442,948 | 4,063 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $384,621 | 3,736 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $272,320 | 2,360 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $291,189 | 2,737 | Shares | Sole | 2023-04-14 | |
| 2020-09-30 | $255,237 | 3,077 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $237,944 | 3,077 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $236,744 | 3,077 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||