Position in MRK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,401,009
+$215,730 QoQ
Shares Held
26,467
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,261
of 3,768 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, 2026CFS Investment Advisory Services, LLC holds $28,816,926 across 9 Drug Manufacturers - General names. MRK ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
29,062 | $7,380,876 | |
| 2 | ABBV |
AbbVie Inc.
|
24,175 | $6,083,397 | |
| 3 | LLY |
ELI LILLY & Co
|
4,838 | $5,802,842 | |
| 4 | MRK |
Merck & Co., Inc.
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|
26,467 | $3,401,009 | |
| 5 | AMGN |
Amgen Inc
|
9,251 | $3,349,972 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
11,660 | $1,473,124 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
9,415 | $542,492 | |
| 8 | PFE |
Pfizer Inc
|
16,411 | $395,176 |
All Filings in MRK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,401,009 | 26,467 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,185,279 | 26,480 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,730,023 | 25,936 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,948,602 | 23,217 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,147,927 | 27,134 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,029,024 | 22,605 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,265,060 | 22,769 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,437,111 | 21,461 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,802,955 | 22,641 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,018,488 | 22,876 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,315,802 | 21,242 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,160,817 | 20,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,267,990 | 19,655 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,058,433 | 19,348 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,037,485 | 18,364 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,000 | 1,252,529 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $830,558 | 9,110 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $9,000 | 772,255 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $642,856 | 8,388 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $394,477 | 5,252 | Shares | Sole | 2021-11-19 | |
| 2020-12-31 | $281,555 | 3,442 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||