Position in MRK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,718,687
+$111,854 QoQ
Shares Held
13,375
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#1,699
of 3,769 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $8,839,620 across 11 Drug Manufacturers - General names. MRK ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
10,483 | $2,662,367 | |
| 2 | LLY |
ELI LILLY & Co
|
2,177 | $2,611,159 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
13,375 | $1,718,687 | |
| 4 | ABBV |
AbbVie Inc.
|
6,577 | $1,655,036 | |
| 5 | AMGN |
Amgen Inc
|
195 | $70,613 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
387 | $48,893 | |
| 7 | BIIB |
Biogen Inc.
|
198 | $42,779 | |
| 8 | PFE |
Pfizer Inc
|
924 | $22,249 |
All Filings in MRK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,718,687 | 13,375 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,606,833 | 13,358 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,656,476 | 15,737 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,508,557 | 17,974 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,198,561 | 15,141 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,282,401 | 14,287 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $997,883 | 10,031 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,220,202 | 10,745 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,246,418 | 10,068 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,538,405 | 11,659 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,206,742 | 11,069 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,106,300 | 10,746 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,143,284 | 9,908 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,099,925 | 19,738 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2,942,061 | 26,517 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $2,718,033 | 31,561 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,405,841 | 15,420 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $858,817 | 10,467 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $1,569,320 | 20,179 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $1,372,819 | 17,808 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,290,885 | 15,781 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||