Position in MRK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$913,506
+$121,517 QoQ
Shares Held
7,109
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,196
of 3,769 holders
Holding Since
Dec 2022
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, 2026TrueWealth Advisors, LLC holds $5,819,407 across 7 Drug Manufacturers - General names. MRK ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,086 | $1,302,581 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
7,468 | $943,507 | |
| 3 | MRK |
Merck & Co., Inc.
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|
7,109 | $913,506 | |
| 4 | AMGN |
Amgen Inc
|
2,317 | $839,032 | |
| 5 | JNJ |
Johnson & Johnson
|
3,092 | $785,275 | |
| 6 | ABBV |
AbbVie Inc.
|
2,974 | $748,377 | |
| 7 | PFE |
Pfizer Inc
|
11,924 | $287,129 |
All Filings in MRK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,506 | 7,109 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $791,989 | 6,584 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $226,414 | 2,151 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $221,740 | 2,229 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $243,699 | 2,146 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $268,398 | 2,168 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $291,609 | 2,210 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $220,438 | 2,022 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $204,252 | 1,984 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $208,855 | 1,810 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $215,120 | 2,022 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $221,456 | 1,996 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||