Position in MRK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$982,768
+$28,388 QoQ
Shares Held
7,648
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,133
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, 2026Octavia Wealth Advisors, LLC holds $7,437,513 across 8 Drug Manufacturers - General names. MRK ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,271 | $3,370,435 | |
| 2 | MRK |
Merck & Co., Inc.
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|
7,648 | $982,768 | |
| 3 | LLY |
ELI LILLY & Co
|
772 | $925,960 | |
| 4 | PFE |
Pfizer Inc
|
29,381 | $707,494 | |
| 5 | ABBV |
AbbVie Inc.
|
1,934 | $486,671 | |
| 6 | AMGN |
Amgen Inc
|
1,195 | $432,733 | |
| 7 | NVO |
Novo Nordisk A S
|
6,751 | $323,642 | |
| 8 | NVS |
Novartis AG
|
1,326 | $207,810 |
All Filings in MRK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,768 | 7,648 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $954,380 | 7,934 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $768,503 | 7,301 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $503,663 | 6,001 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $413,690 | 5,226 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $556,871 | 6,204 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $648,410 | 6,518 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $754,719 | 6,646 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $944,841 | 7,632 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $965,874 | 7,320 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $744,497 | 6,829 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $684,102 | 6,645 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $695,109 | 6,024 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $644,297 | 6,056 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $671,691 | 6,054 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $539,111 | 6,260 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $582,576 | 6,390 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $560,237 | 6,828 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $554,490 | 7,235 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $504,588 | 6,718 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $535,368 | 6,884 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $534,311 | 6,931 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $554,440 | 6,778 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||