Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$581,077
+$35,923 QoQ
Shares Held
4,522
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,566
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, 2026DHJJ Financial Advisors, Ltd. holds $2,259,093 across 11 Drug Manufacturers - General names. MRK ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
4,522 | $581,077 | |
| 2 | JNJ |
Johnson & Johnson
|
2,058 | $522,670 | |
| 3 | LLY |
ELI LILLY & Co
|
348 | $417,401 | |
| 4 | ABBV |
AbbVie Inc.
|
1,638 | $412,186 | |
| 5 | AMGN |
Amgen Inc
|
319 | $115,516 | |
| 6 | AZN |
Astrazeneca PLC
|
400 | $75,848 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
825 | $47,536 | |
| 8 | PFE |
Pfizer Inc
|
1,744 | $41,995 |
All Filings in MRK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,077 | 4,522 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $545,154 | 4,532 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $477,038 | 4,532 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $380,370 | 4,532 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $358,753 | 4,532 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $418,640 | 4,664 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $463,974 | 4,664 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $529,643 | 4,664 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $577,403 | 4,664 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $615,414 | 4,664 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $508,469 | 4,664 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $480,158 | 4,664 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $693,955 | 6,014 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $639,829 | 6,014 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $667,253 | 6,014 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $497,945 | 5,782 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $527,144 | 5,782 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $474,413 | 5,782 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $443,132 | 5,782 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $434,286 | 5,782 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $449,666 | 5,782 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $445,734 | 5,782 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $472,967 | 5,782 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||