Position in MRK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,602,870
+$700,422 QoQ
Shares Held
35,820
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,086
of 3,769 holders
Holding Since
Dec 2020
21 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, 2026Marshall Financial Group, LLC holds $15,627,500 across 8 Drug Manufacturers - General names. MRK ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
35,820 | $4,602,870 | |
| 2 | NVS |
Novartis AG
|
17,632 | $2,763,287 | |
| 3 | JNJ |
Johnson & Johnson
|
10,123 | $2,570,938 | |
| 4 | AMGN |
Amgen Inc
|
6,736 | $2,439,240 | |
| 5 | LLY |
ELI LILLY & Co
|
1,613 | $1,934,680 | |
| 6 | AZN |
Astrazeneca PLC
|
4,153 | $787,491 | |
| 7 | NVO |
Novo Nordisk A S
|
5,607 | $268,799 | |
| 8 | ABBV |
AbbVie Inc.
|
1,034 | $260,195 |
All Filings in MRK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,602,870 | 35,820 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,902,448 | 32,442 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,577,261 | 33,985 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,002,176 | 35,770 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,741,073 | 34,627 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,564,353 | 28,569 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,620,900 | 26,346 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,638,453 | 23,234 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,364,208 | 19,097 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $333,437 | 2,527 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $300,023 | 2,752 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,647,611 | 16,004 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,841,393 | 15,958 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,724,688 | 16,211 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,007,196 | 18,091 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,572,637 | 18,261 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,620,364 | 17,773 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $406,044 | 5,406 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $452,465 | 5,818 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,190,193 | 15,439 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,223,482 | 14,957 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||