Charter Oak Capital Management, LLC

Position in MRK — Merck & Co., Inc.

CIK 1810720 PORTSMOUTH, NH

Position in MRK

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,181,969

+$4,952 QoQ

Shares Held

9,826

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Healthcare · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $7,679,858 across 6 Drug Manufacturers - General names. MRK ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	12,806	$3,130,298
2	ABBV	AbbVie Inc.	8,374	$1,821,261
3	MRK	Merck & Co., Inc. This page	9,826	$1,181,969
4	LLY	ELI LILLY & Co	1,095	$1,007,148
5	AMGN	Amgen Inc	942	$331,442
6	NVS	Novartis AG	1,360	$207,740

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,181,969	9,826	-12.1%	Shares	Sole	2026-04-24
2025-12-31	$1,177,017	11,182	-0.9%	Shares	Sole	2026-01-23
2025-09-30	$946,646	11,279	-17.9%	Shares	Sole	2025-10-30
2025-06-30	$1,087,658	13,740	-1.3%	Shares	Sole	2025-07-10
2025-03-31	$1,249,638	13,922	+2.4%	Shares	Sole	2025-04-14
2024-12-31	$1,352,430	13,595	+17.2%	Shares	Sole	2025-01-22
2024-09-30	$1,317,750	11,604	+3.5%	Shares	Sole	2024-10-30
2024-06-30	$1,388,293	11,214	+0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,479,555	11,213	+0.1%	Shares	Sole	2024-04-23
2023-12-31	$1,221,460	11,204	+0.1%	Shares	Sole	2024-01-26
2023-09-30	$1,152,834	11,198	-2.8%	Shares	Sole	2023-10-05
2023-06-30	$1,328,715	11,515	+3.9%	Shares	Sole	2023-07-20
2023-03-31	$1,179,120	11,083	-2.0%	Shares	Defined	2023-04-19
2022-12-31	$1,255,066	11,312	+0.9%	Shares	Sole	2023-01-20
2022-09-30	$965,060	11,206	-6.1%	Shares	Sole	2022-12-06
2022-06-30	$1,088,569	11,940	-7.7%	Shares	Sole	2022-07-21
2022-03-31	$1,061,152	12,933	+0.4%	Shares	Sole	2022-05-05
2021-12-31	$986,816	12,876	+0.2%	Shares	Sole	2022-02-09
2021-09-30	$965,463	12,854	+8.5%	Shares	Sole	2021-11-08
2021-06-30	$921,341	11,847	+0.1%	Shares	Sole	2021-07-29
2021-03-31	$912,823	11,841	-0.5%	Shares	Sole	2021-05-17
2020-12-31	$973,255	11,898	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.