Position in MRK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$522,609
+$38,683 QoQ
Shares Held
4,067
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,655
of 3,769 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $9,508,512 across 10 Drug Manufacturers - General names. MRK ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
9,954 | $2,528,017 | |
| 2 | LLY |
ELI LILLY & Co
|
1,636 | $1,962,267 | |
| 3 | ABBV |
AbbVie Inc.
|
4,962 | $1,248,637 | |
| 4 | AZN |
Astrazeneca PLC
|
4,537 | $860,305 | |
| 5 | NVO |
Novo Nordisk A S
|
14,158 | $678,734 | |
| 6 | NVS |
Novartis AG
|
4,097 | $642,081 | |
| 7 | AMGN |
Amgen Inc
|
1,484 | $537,386 | |
| 8 | MRK |
Merck & Co., Inc.
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|
4,067 | $522,609 |
All Filings in MRK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,609 | 4,067 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $483,926 | 4,023 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $502,721 | 4,776 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,020,085 | 12,154 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $961,239 | 12,143 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,271,719 | 14,168 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,130,988 | 11,369 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,474,463 | 12,984 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,741,866 | 14,070 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,409,192 | 25,837 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,034,680 | 27,836 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,055,247 | 29,677 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,823,848 | 50,471 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,688,354 | 53,467 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,667,769 | 51,084 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,046,175 | 46,983 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,102,741 | 45,001 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,453,074 | 42,085 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,969,341 | 25,696 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,893,447 | 25,209 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,792,054 | 23,043 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,642,788 | 21,310 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,105,690 | 13,517 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||