Position in MRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,592,757
+$286,047 QoQ
Shares Held
12,395
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,746
of 3,769 holders
Holding Since
Mar 2020
21 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, 2026Souders Financial Advisors holds $13,208,144 across 10 Drug Manufacturers - General names. MRK ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,235 | $5,079,586 | |
| 2 | ABBV |
AbbVie Inc.
|
8,246 | $2,075,023 | |
| 3 | AMGN |
Amgen Inc
|
5,104 | $1,848,260 | |
| 4 | MRK |
Merck & Co., Inc.
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|
12,395 | $1,592,757 | |
| 5 | JNJ |
Johnson & Johnson
|
3,322 | $843,688 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,223 | $407,193 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
6,899 | $397,520 | |
| 8 | AZN |
Astrazeneca PLC
|
1,928 | $365,587 |
All Filings in MRK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,592,757 | 12,395 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,306,710 | 10,863 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,334,381 | 12,677 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $765,273 | 9,118 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $465,777 | 5,884 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $241,633 | 2,692 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $712,575 | 7,163 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,117,203 | 9,838 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,216,458 | 9,826 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $1,057,711 | 8,016 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $989,792 | 9,079 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,316,318 | 12,786 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,457,606 | 12,632 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $902,719 | 8,485 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,486,286 | 13,396 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,162,533 | 13,499 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,102,518 | 12,093 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,298,820 | 40,205 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $468,750 | 5,651 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $395,852 | 5,119 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $446,944 | 5,809 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||