Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$227,445
+$84,292 QoQ
Shares Held
1,770
+30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,422
of 3,769 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $18,338,750 across 12 Drug Manufacturers - General names. MRK ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,775 | $5,022,256 | |
| 2 | LLY |
ELI LILLY & Co
|
3,673 | $4,405,506 | |
| 3 | AMGN |
Amgen Inc
|
11,144 | $4,035,465 | |
| 4 | ABBV |
AbbVie Inc.
|
7,796 | $1,961,785 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,943 | $1,206,735 | |
| 6 | PFE |
Pfizer Inc
|
47,796 | $1,150,927 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
1,770 | $227,445 | |
| 8 | NVS |
Novartis AG
|
1,264 | $198,094 |
All Filings in MRK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,445 | 1,770 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $143,153 | 1,360 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $121,027 | 1,442 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $162,752 | 2,056 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $137,243 | 1,529 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,269,039 | 22,809 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,030,367 | 44,297 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,247,082 | 34,306 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,206,829 | 31,882 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,116,881 | 28,590 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,487,066 | 24,158 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,435,536 | 21,107 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,387,219 | 13,039 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $890,484 | 8,026 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $922,345 | 10,710 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $993,935 | 10,902 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $820,500 | 10,000 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $701,945 | 9,159 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $261,157 | 3,477 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $525,414 | 6,756 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $428,158 | 5,554 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $150,593 | 1,841 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||