Position in MRK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,152,412
+$875,378 QoQ
Shares Held
71,225
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#780
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Derivatives in MRK
reported options exposure · as of Sep 30, 2025CallValue
$1,930
CallShares
23
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Royal Fund Management, LLC holds $53,687,214 across 9 Drug Manufacturers - General names. MRK ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
50,828 | $12,790,357 | |
| 2 | JNJ |
Johnson & Johnson
|
37,731 | $9,582,542 | |
| 3 | MRK |
Merck & Co., Inc.
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|
71,225 | $9,152,412 | |
| 4 | AMGN |
Amgen Inc
|
22,196 | $8,037,615 | |
| 5 | LLY |
ELI LILLY & Co
|
5,141 | $6,166,270 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
67,139 | $3,868,549 | |
| 7 | GSK |
GSK plc
|
36,119 | $1,893,357 | |
| 8 | PFE |
Pfizer Inc
|
77,701 | $1,871,040 |
All Filings in MRK
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,152,412 | 71,225 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,277,034 | 68,809 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $7,283,992 | 69,200 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,440,342 | 64,820 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $1,930 | 23 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $5,436,154 | 68,673 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $182,068 | 2,300 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $5,463,511 | 60,868 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,510,595 | 55,394 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,158,699 | 54,233 | Shares | Sole | 2024-10-08 | |
| 2024-09-30 | $34,068 | 300 | Call | Sole | 2024-10-08 | |
| 2024-06-30 | $6,127,233 | 49,493 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,086,506 | 53,706 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $6,384,756 | 58,565 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,938,670 | 57,685 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $6,659,964 | 57,717 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $6,208,707 | 58,358 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $321,755 | 2,900 | Call | Sole | 2023-01-20 | |
| 2022-12-31 | $6,736,662 | 60,718 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $5,237,560 | 60,817 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,677,155 | 62,270 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,104,494 | 62,212 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $221,535 | 2,700 | Call | Sole | 2022-05-13 | |
| 2021-12-31 | $4,903,427 | 63,980 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,839,938 | 64,438 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $4,878,512 | 62,730 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,997,427 | 51,854 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,063,817 | 37,455 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,904,661 | 35,017 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,368,464 | 30,628 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,968,970 | 25,591 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||