Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,036,339
+$314,388 QoQ
Shares Held
15,847
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,575
of 3,769 holders
Holding Since
Dec 2020
18 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, 202644 WEALTH MANAGEMENT LLC holds $16,913,142 across 10 Drug Manufacturers - General names. MRK ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
23,812 | $6,047,533 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
65,070 | $3,749,333 | |
| 3 | MRK |
Merck & Co., Inc.
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|
15,847 | $2,036,339 | |
| 4 | SNY |
Sanofi
|
43,343 | $1,849,012 | |
| 5 | LLY |
ELI LILLY & Co
|
858 | $1,029,111 | |
| 6 | AZN |
Astrazeneca PLC
|
2,817 | $534,159 | |
| 7 | NVS |
Novartis AG
|
3,161 | $495,391 | |
| 8 | AMGN |
Amgen Inc
|
1,359 | $492,121 |
All Filings in MRK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,036,339 | 15,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,721,951 | 14,315 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $328,166 | 3,910 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $309,436 | 3,909 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $450,774 | 5,022 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $515,306 | 5,180 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $593,351 | 5,225 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $3,647,247 | 31,608 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,317,133 | 31,179 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,301,095 | 29,753 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,209,408 | 25,655 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,027,711 | 22,241 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,654,784 | 20,168 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $359,364 | 4,689 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $524,192 | 6,979 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $376,251 | 4,838 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $207,449 | 2,691 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $734,809 | 8,983 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||