Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,074,774
+$61,091 QoQ
Shares Held
8,364
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,056
of 3,769 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $30,167,656 across 8 Drug Manufacturers - General names. MRK ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
39,841 | $10,118,418 | |
| 2 | LLY |
ELI LILLY & Co
|
6,514 | $7,813,087 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
46,072 | $5,820,736 | |
| 4 | ABBV |
AbbVie Inc.
|
14,283 | $3,594,174 | |
| 5 | AMGN |
Amgen Inc
|
3,591 | $1,300,372 | |
| 6 | MRK |
Merck & Co., Inc.
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|
8,364 | $1,074,774 | |
| 7 | PFE |
Pfizer Inc
|
9,471 | $228,061 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,784 | $218,034 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,774 | 8,364 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,013,683 | 8,427 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $872,605 | 8,290 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $698,297 | 8,320 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $693,045 | 8,755 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $933,504 | 10,400 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,213,357 | 12,197 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,611,529 | 14,191 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,660,653 | 13,414 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,744,247 | 13,219 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,757,891 | 52,815 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,518,120 | 53,600 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,981,009 | 51,833 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,712,398 | 53,693 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,200,479 | 10,820 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,072,366 | 12,452 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $979,895 | 10,748 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $900,006 | 10,969 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,942,053 | 64,484 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,458,679 | 59,362 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,566,498 | 58,718 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,289,521 | 55,643 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,337,933 | 53,031 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||