Independent Solutions Wealth Management, LLC

Position in MRK — Merck & Co., Inc.

CIK 1818391 Williamsville, NY

Back to MRK Full portfolio

Position in MRK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,714,935

+$220,752 QoQ

Shares Held

28,910

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#1,200

of 3,769 holders

Holding Since

Mar 2020

26 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, 2026

Independent Solutions Wealth Management, LLC holds $17,707,026 across 6 Drug Manufacturers - General names. MRK ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	19,481	$4,947,589
2	MRK	Merck & Co., Inc. This page	28,910	$3,714,935
3	AMGN	Amgen Inc	9,777	$3,540,447
4	ABBV	AbbVie Inc.	12,974	$3,264,777
5	GILD	Gilead Sciences, Inc.	9,066	$1,145,398
6	LLY	ELI LILLY & Co	912	$1,093,880

All Filings in MRK

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,714,935	28,910	-0.5%	Shares	Sole	2026-07-29
2026-03-31	$3,494,183	29,048	+48.8%	Shares	Sole	2026-04-27
2025-12-31	$2,054,675	19,520	+6.8%	Shares	Sole	2026-02-05
2025-09-30	$1,533,904	18,276	+0.2%	Shares	Sole	2025-10-23
2025-06-30	$1,443,878	18,240	+6.8%	Shares	Sole	2025-07-23
2025-03-31	$1,532,382	17,072	+5.5%	Shares	Sole	2025-04-23
2024-12-31	$1,609,188	16,176	-46.1%	Shares	Sole	2025-02-11
2024-09-30	$3,408,503	30,015	+0.9%	Shares	Sole	2024-12-19
2024-06-30	$3,681,316	29,736	-1.0%	Shares	Sole	2024-12-19
2024-03-31	$3,963,646	30,039	+0.1%	Shares	Sole	2024-12-19
2023-12-31	$3,272,126	30,014	+5.6%	Shares	Sole	2024-12-19
2023-09-30	$2,925,941	28,421	+6.2%	Shares	Sole	2024-12-19
2023-06-30	$3,087,028	26,753	+5.4%	Shares	Sole	2024-12-19
2023-03-31	$2,701,242	25,390	+6.2%	Shares	Sole	2024-12-19
2022-12-31	$2,653,591	23,917	+4.3%	Shares	Sole	2024-12-19
2022-09-30	$1,975,506	22,939	+7.3%	Shares	Sole	2024-12-19
2022-06-30	$1,949,032	21,378	+41.5%	Shares	Sole	2024-12-19
2022-03-31	$1,240,021	15,113	+32.3%	Shares	Sole	2024-12-19
2021-12-31	$875,228	11,420	+9.5%	Shares	Sole	2024-12-19
2021-09-30	$783,021	10,425	+19.1%	Shares	Sole	2024-12-19
2021-06-30	$680,487	8,750	+144.3%	Shares	Sole	2024-12-19
2021-03-31	$276,059	3,581	-6.5%	Shares	Sole	2024-12-19
2020-12-31	$313,293	3,830	-41.3%	Shares	Sole	2024-12-19
2020-09-30	$541,249	6,525	+3.2%	Shares	Sole	2024-12-19
2020-06-30	$488,880	6,322	+78.0%	Shares	Sole	2024-12-19
2020-03-31	$273,290	3,552	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.