West Financial Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1843684 DES MOINES, IA

Position in MRK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$143,149

+$9,146 QoQ

Shares Held

1,114

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#3,550

of 3,769 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

West Financial Advisors, LLC holds $491,405 across 4 Drug Manufacturers - General names. MRK ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	764	$276,659
2	MRK	Merck & Co., Inc. This page	1,114	$143,149
3	LLY	ELI LILLY & Co	46	$55,173
4	GILD	Gilead Sciences, Inc.	130	$16,424

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,149	1,114	0.0%	Shares	Sole	2026-07-08
2026-03-31	$134,003	1,114	-6.9%	Shares	Sole	2026-04-08
2025-12-31	$125,890	1,196	+7.4%	Shares	Sole	2026-01-13
2025-09-30	$93,498	1,114	-3.9%	Shares	Sole	2025-10-14
2025-06-30	$91,746	1,159	-0.4%	Shares	Sole	2025-07-21
2025-03-31	$104,480	1,164	-7.7%	Shares	Sole	2025-04-09
2024-12-31	$125,444	1,261	-6.5%	Shares	Sole	2025-01-14
2024-09-30	$153,078	1,348	+15.8%	Shares	Sole	2024-10-08
2024-06-30	$144,103	1,164	0.0%	Shares	Sole	2024-07-15
2024-03-31	$153,589	1,164	-9.3%	Shares	Sole	2024-04-11
2023-12-31	$139,981	1,284	-5.0%	Shares	Sole	2024-01-11
2023-09-30	$139,188	1,352	+5.3%	Shares	Sole	2023-10-10
2023-06-30	$148,160	1,284	0.0%	Shares	Sole	2023-07-07
2023-03-31	$136,604	1,284	-0.2%	Shares	Sole	2023-04-18
2022-12-31	$142,681	1,286	0.0%	Shares	Other	2023-01-10
2022-09-30	$110,750	1,286	0.0%	Shares	Sole	2022-10-11
2022-06-30	$117,244	1,286	-6.1%	Shares	Other	2022-07-14
2022-03-31	$112,326	1,369	+6.5%	Shares	Sole	2022-04-18
2021-12-31	$98,559	1,286	0.0%	Shares	Other	2022-01-19
2021-09-30	$96,591	1,286	+4.0%	Shares	Sole	2021-10-13
2021-06-30	$96,123	1,236	-22.1%	Shares	Sole	2021-07-27
2021-03-31	$122,264	1,586	0.0%	Shares	Sole	2021-04-20
2020-12-31	$129,734	1,586	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.