Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,572,827
+$144,413 QoQ
Shares Held
20,022
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,436
of 3,768 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $20,365,703 across 11 Drug Manufacturers - General names. MRK ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,843 | $4,609,409 | |
| 2 | JNJ |
Johnson & Johnson
|
13,376 | $3,397,102 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
20,022 | $2,572,827 | |
| 4 | ABBV |
AbbVie Inc.
|
9,902 | $2,491,739 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
18,196 | $2,298,882 | |
| 6 | AMGN |
Amgen Inc
|
3,432 | $1,242,795 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,211 | $1,106,937 | |
| 8 | PFE |
Pfizer Inc
|
40,696 | $979,959 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,572,827 | 20,022 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,428,414 | 20,188 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,119,515 | 20,136 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,694,043 | 20,184 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,657,293 | 20,936 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,074,622 | 23,113 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,311,517 | 23,236 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,693,188 | 23,716 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,942,726 | 23,770 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,147,667 | 23,855 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,619,968 | 24,032 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,475,741 | 24,048 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,786,091 | 24,145 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,598,469 | 24,424 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,736,137 | 24,661 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,138,273 | 24,829 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,265,300 | 24,847 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,893,960 | 23,083 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,764,099 | 23,018 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,576,709 | 20,992 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,618,860 | 20,816 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,441,815 | 18,703 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,154,033 | 14,108 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,046,497 | 12,616 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||