Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,189,254
+$289,996 QoQ
Shares Held
17,037
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,527
of 3,769 holders
Holding Since
Mar 2023
12 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, 2026Rothschild Wealth LLC holds $19,246,713 across 10 Drug Manufacturers - General names. MRK ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
23,241 | $5,848,365 | |
| 2 | JNJ |
Johnson & Johnson
|
13,431 | $3,411,071 | |
| 3 | LLY |
ELI LILLY & Co
|
2,720 | $3,262,449 | |
| 4 | MRK |
Merck & Co., Inc.
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|
17,037 | $2,189,254 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
27,347 | $1,575,734 | |
| 6 | AMGN |
Amgen Inc
|
3,489 | $1,263,436 | |
| 7 | PFE |
Pfizer Inc
|
40,104 | $965,704 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,233 | $282,117 |
All Filings in MRK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,189,254 | 17,037 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,899,258 | 15,789 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,468,166 | 13,948 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $511,301 | 6,092 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $296,454 | 3,745 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $318,288 | 3,546 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $351,064 | 3,529 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $372,703 | 3,282 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $428,595 | 3,462 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $261,129 | 1,979 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $234,818 | 2,035 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $239,271 | 2,249 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||