Position in MRK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,021,677
+$226,499 QoQ
Shares Held
23,515
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#1,339
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, 2026IAM Advisory, LLC holds $17,989,599 across 8 Drug Manufacturers - General names. MRK ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,638 | $5,562,956 | |
| 2 | MRK |
Merck & Co., Inc.
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|
23,515 | $3,021,677 | |
| 3 | AMGN |
Amgen Inc
|
7,484 | $2,710,106 | |
| 4 | NVS |
Novartis AG
|
16,635 | $2,607,037 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
33,075 | $1,905,781 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
11,409 | $1,441,413 | |
| 7 | JNJ |
Johnson & Johnson
|
1,535 | $389,843 | |
| 8 | ABBV |
AbbVie Inc.
|
1,394 | $350,786 |
All Filings in MRK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,021,677 | 23,515 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,795,178 | 23,237 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,428,032 | 23,067 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,895,223 | 22,581 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,485,754 | 18,769 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,625,194 | 18,106 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,770,744 | 17,800 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,978,896 | 17,426 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,128,617 | 17,194 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,250,539 | 17,056 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,830,445 | 16,790 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,677,673 | 16,296 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,842,547 | 15,968 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,626,277 | 15,286 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,610,661 | 14,517 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,209,124 | 14,040 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,172,628 | 12,862 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,012,332 | 12,338 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $915,464 | 11,945 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $792,185 | 10,547 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $722,256 | 9,369 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $806,956 | 9,865 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||