Position in MRK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,824,417
+$489,016 QoQ
Shares Held
29,762
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,174
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, 2026SAX WEALTH ADVISORS, LLC holds $21,617,283 across 11 Drug Manufacturers - General names. MRK ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
36,609 | $9,297,587 | |
| 2 | MRK |
Merck & Co., Inc.
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|
29,762 | $3,824,417 | |
| 3 | ABBV |
AbbVie Inc.
|
11,579 | $2,913,739 | |
| 4 | LLY |
ELI LILLY & Co
|
1,529 | $1,833,928 | |
| 5 | NVO |
Novo Nordisk A S
|
21,893 | $1,049,550 | |
| 6 | BIIB |
Biogen Inc.
|
3,364 | $726,825 | |
| 7 | AMGN |
Amgen Inc
|
1,862 | $674,267 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,662 | $383,864 |
All Filings in MRK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,824,417 | 29,762 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,335,401 | 27,728 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,930,227 | 27,838 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,462,338 | 29,338 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,316,114 | 16,626 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $753,894 | 8,399 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $736,748 | 7,406 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $724,853 | 6,383 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $702,688 | 5,676 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $590,608 | 4,476 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $505,307 | 4,635 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $471,408 | 4,579 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $465,483 | 4,034 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $428,964 | 4,032 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $528,787 | 4,766 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $388,831 | 4,515 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $427,131 | 4,685 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $380,465 | 4,637 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $623,159 | 8,131 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $652,029 | 8,681 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $386,983 | 4,976 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $383,060 | 4,969 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $306,913 | 3,752 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||