Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,976,805
+$334,454 QoQ
Shares Held
38,730
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.91%
of 13F equity value
Holder Rank
#1,046
of 3,769 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $19,845,722 across 13 Drug Manufacturers - General names. MRK ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
48,938 | $12,428,783 | |
| 2 | MRK |
Merck & Co., Inc.
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|
38,730 | $4,976,805 | |
| 3 | LLY |
ELI LILLY & Co
|
877 | $1,051,900 | |
| 4 | ABBV |
AbbVie Inc.
|
3,399 | $855,324 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,053 | $133,036 | |
| 6 | NVS |
Novartis AG
|
576 | $90,270 | |
| 7 | NVO |
Novo Nordisk A S
|
1,619 | $77,614 | |
| 8 | AMGN |
Amgen Inc
|
200 | $72,424 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,976,805 | 38,730 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,642,351 | 38,593 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,062,299 | 38,593 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,137,555 | 37,383 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,954,963 | 37,329 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,502,794 | 39,024 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,913,344 | 39,338 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,650,849 | 40,955 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,997,187 | 40,365 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,392,796 | 40,870 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,505,251 | 41,325 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,272,013 | 41,496 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,753,721 | 41,197 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,376,139 | 41,133 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,520,768 | 40,746 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,542,804 | 41,138 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,768,785 | 41,338 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,409,095 | 41,549 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,184,315 | 41,549 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,053,371 | 40,652 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,161,506 | 40,652 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,149,899 | 40,860 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,342,346 | 40,860 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,389,338 | 40,860 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||