Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,974,646
+$125,097 QoQ
Shares Held
23,149
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,349
of 3,768 holders
Holding Since
Dec 2020
22 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, 2026Journey Advisory Group, LLC holds $51,629,041 across 8 Drug Manufacturers - General names. MRK ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,437 | $25,712,183 | |
| 2 | ABBV |
AbbVie Inc.
|
47,472 | $11,945,854 | |
| 3 | JNJ |
Johnson & Johnson
|
25,892 | $6,575,791 | |
| 4 | MRK |
Merck & Co., Inc.
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|
23,149 | $2,974,646 | |
| 5 | AMGN |
Amgen Inc
|
6,427 | $2,327,345 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
17,141 | $987,664 | |
| 7 | PFE |
Pfizer Inc
|
34,607 | $833,336 | |
| 8 | NVS |
Novartis AG
|
1,737 | $272,222 |
All Filings in MRK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,974,646 | 23,149 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,849,549 | 23,689 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,470,873 | 23,474 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,240,427 | 26,694 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,203,418 | 27,835 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,630,237 | 29,303 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,829,980 | 38,500 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,372,060 | 38,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,698,210 | 37,950 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,205,163 | 39,448 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $4,578,186 | 44,470 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,021,080 | 43,514 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,749,675 | 44,644 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,032,913 | 45,362 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,238,973 | 37,610 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,453,246 | 37,877 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,477,827 | 30,199 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,143,084 | 27,963 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,752,766 | 23,336 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,992,700 | 25,623 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,971,038 | 25,568 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,091,052 | 25,563 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||