Position in MRK
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$495,955
+$79,757 QoQ
Shares Held
4,123
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026TruWealth Advisors, LLC holds $85,956,222 across 7 Drug Manufacturers - General names. MRK ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
35,900 | $33,019,743 | |
| 2 | ABBV |
AbbVie Inc.
|
90,190 | $19,615,423 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
257,538 | $15,619,679 | |
| 4 | GSK |
GSK plc
|
269,102 | $14,851,739 | |
| 5 | JNJ |
Johnson & Johnson
|
5,451 | $1,332,442 | |
| 6 | PFE |
Pfizer Inc
|
36,369 | $1,021,241 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
4,123 | $495,955 |
All Filings in MRK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,955 | 4,123 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $416,198 | 3,954 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $321,284 | 3,828 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $307,378 | 3,883 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $882,610 | 9,833 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $903,079 | 9,078 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,044,979 | 9,202 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,102,810 | 8,908 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,130,019 | 8,564 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $847,085 | 7,770 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $753,696 | 7,321 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $954,736 | 8,274 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $851,332 | 8,002 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $851,874 | 7,678 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $562,105 | 6,527 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $686,692 | 7,532 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $412,383 | 5,026 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $201,716 | 2,632 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $228,935 | 3,048 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $229,265 | 2,948 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $237,514 | 3,081 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $234,684 | 2,869 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||