OneAscent Wealth Management LLC

Position in MRK — Merck & Co., Inc.

CIK 1844707 BIRMINGHAM, AL

Position in MRK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$576,836

+$67,769 QoQ

Shares Held

4,489

+6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#2,574

of 3,769 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OneAscent Wealth Management LLC holds $2,395,365 across 6 Drug Manufacturers - General names. MRK ranks #1 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc. This page	4,489	$576,836
2	ABBV	AbbVie Inc.	2,078	$522,907
3	LLY	ELI LILLY & Co	339	$406,606
4	BMY	Bristol Myers Squibb Co	5,943	$342,435
5	GILD	Gilead Sciences, Inc.	2,302	$290,834
6	JNJ	Johnson & Johnson	1,007	$255,747

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,836	4,489	+6.1%	Shares	Sole	2026-08-11
2026-03-31	$509,067	4,232	-4.3%	Shares	Sole	2026-04-21
2025-12-31	$465,459	4,422	-15.9%	Shares	Sole	2026-02-11
2025-09-30	$441,555	5,261	+1.2%	Shares	Sole	2025-10-31
2025-06-30	$411,552	5,199	+21.5%	Shares	Sole	2025-08-06
2025-03-31	$384,083	4,279	-13.2%	Shares	Sole	2025-05-05
2024-12-31	$490,336	4,929	+12.0%	Shares	Sole	2025-02-12
2024-09-30	$499,550	4,399	+64.3%	Shares	Sole	2024-11-07
2024-06-30	$331,412	2,677	+2.9%	Shares	Sole	2024-07-17
2024-03-31	$343,201	2,601	—	Shares	Sole	2024-04-16
No filing history on record for this holder in this stock.