WFA of San Diego, LLC

Position in MRK — Merck & Co., Inc.

CIK 1821407 SAN DIEGO, CA

Position in MRK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$258,285

+$9,285 QoQ

Shares Held

2,010

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#3,312

of 3,769 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WFA of San Diego, LLC holds $2,758,444 across 6 Drug Manufacturers - General names. MRK ranks #6 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	1,948	$705,409
2	LLY	ELI LILLY & Co	409	$490,566
3	JNJ	Johnson & Johnson	1,794	$455,622
4	NVO	Novo Nordisk A S	9,470	$453,991
5	ABBV	AbbVie Inc.	1,568	$394,571
6	MRK	Merck & Co., Inc. This page	2,010	$258,285

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,285	2,010	-2.9%	Shares	Sole	2026-08-14
2026-03-31	$249,000	2,070	-16.2%	Shares	Sole	2026-05-11
2025-12-31	$259,992	2,470	+0.4%	Shares	Sole	2026-02-17
2025-09-30	$206,467	2,460	0.0%	Shares	Sole	2026-02-17
2025-06-30	$194,733	2,460	+3.0%	Shares	Sole	2025-08-15
2024-09-30	$271,181	2,388	0.0%	Shares	Sole	2024-11-13
2024-06-30	$295,634	2,388	-4.4%	Shares	Sole	2024-08-14
2023-09-30	$257,169	2,498	-0.6%	Shares	Sole	2023-11-02
2023-06-30	$289,975	2,513	-29.3%	Shares	Sole	2023-08-10
2023-03-31	$378,110	3,554	-8.7%	Shares	Sole	2023-04-17
2022-12-31	$431,928	3,893	-4.8%	Shares	Sole	2023-01-31
2022-09-30	$352,316	4,091	+7.2%	Shares	Sole	2022-10-18
2022-06-30	$348,087	3,818	-10.0%	Shares	Sole	2022-07-28
2022-03-31	$348,138	4,243	-0.4%	Shares	Sole	2022-04-25
2021-12-31	$326,563	4,261	+34.3%	Shares	Sole	2022-02-07
2021-09-30	$238,324	3,173	-0.5%	Shares	Sole	2021-10-25
2021-06-30	$248,086	3,190	+0.3%	Shares	Sole	2021-08-11
2021-03-31	$245,146	3,180	-9.5%	Shares	Sole	2021-05-14
2020-09-30	$291,569	3,515	-82.0%	Shares	Sole	2020-11-06
2020-06-30	$1,511,028	19,540	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.