Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$593,927
+$68,020 QoQ
Shares Held
4,622
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,549
of 3,769 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $7,903,651 across 7 Drug Manufacturers - General names. MRK ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,836 | $3,230,051 | |
| 2 | JNJ |
Johnson & Johnson
|
7,114 | $1,806,742 | |
| 3 | LLY |
ELI LILLY & Co
|
1,082 | $1,297,783 | |
| 4 | MRK |
Merck & Co., Inc.
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|
4,622 | $593,927 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,386 | $427,787 | |
| 6 | AMGN |
Amgen Inc
|
890 | $322,286 | |
| 7 | PFE |
Pfizer Inc
|
9,347 | $225,075 |
All Filings in MRK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,927 | 4,622 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $525,907 | 4,372 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $412,198 | 3,916 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $313,562 | 3,736 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $304,291 | 3,844 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $314,698 | 3,506 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $332,362 | 3,341 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $396,778 | 3,494 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $439,242 | 3,548 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $463,012 | 3,509 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $380,915 | 3,494 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $359,604 | 3,493 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $429,135 | 3,719 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $388,961 | 3,656 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $386,438 | 3,483 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $244,839 | 2,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $211,605 | 2,321 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||