Position in MRK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,716,361
+$166,935 QoQ
Shares Held
21,139
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#1,399
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, 2026IVC Wealth Advisors LLC holds $8,869,908 across 8 Drug Manufacturers - General names. MRK ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
21,139 | $2,716,361 | |
| 2 | JNJ |
Johnson & Johnson
|
10,167 | $2,582,112 | |
| 3 | LLY |
ELI LILLY & Co
|
1,341 | $1,608,435 | |
| 4 | AMGN |
Amgen Inc
|
1,547 | $560,199 | |
| 5 | GSK |
GSK plc
|
8,739 | $458,098 | |
| 6 | ABBV |
AbbVie Inc.
|
1,767 | $444,647 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,201 | $299,681 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,586 | $200,375 |
All Filings in MRK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,716,361 | 21,139 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,549,426 | 21,194 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,279,615 | 21,657 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,573,183 | 18,744 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,520,346 | 19,206 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,741,254 | 19,399 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,015,962 | 20,265 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,428,594 | 21,386 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,699,087 | 21,802 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,871,232 | 21,760 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,307,735 | 21,168 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,135,491 | 20,743 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,390,650 | 20,718 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,210,784 | 20,780 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,342,154 | 21,110 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,823,332 | 21,172 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,930,160 | 21,171 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,725,347 | 21,028 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,551,346 | 20,242 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,519,550 | 20,231 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,607,816 | 20,674 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,562,769 | 20,272 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,637,635 | 20,020 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||