Position in MRK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,025,545
+$136,511 QoQ
Shares Held
15,763
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,579
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, 2026Wealth Dimensions Group, Ltd. holds $13,797,187 across 9 Drug Manufacturers - General names. MRK ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,627 | $4,350,332 | |
| 2 | JNJ |
Johnson & Johnson
|
12,417 | $3,153,545 | |
| 3 | MRK |
Merck & Co., Inc.
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|
15,763 | $2,025,545 | |
| 4 | ABBV |
AbbVie Inc.
|
5,070 | $1,275,814 | |
| 5 | AMGN |
Amgen Inc
|
3,220 | $1,166,026 | |
| 6 | PFE |
Pfizer Inc
|
25,257 | $608,188 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,551 | $492,708 | |
| 8 | AZN |
Astrazeneca PLC
|
2,002 | $379,619 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,025,545 | 15,763 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,889,034 | 15,704 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,738,789 | 16,519 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,390,384 | 16,566 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,350,232 | 17,057 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,629,144 | 18,150 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,658,630 | 16,673 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,841,602 | 16,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,960,249 | 15,834 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,170,181 | 16,447 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,839,494 | 16,873 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,810,066 | 17,582 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,050,595 | 17,771 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,807,991 | 16,994 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,771,094 | 15,963 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,320,477 | 15,333 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,395,174 | 15,303 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,272,513 | 15,509 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,157,340 | 15,101 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,084,137 | 14,434 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,112,810 | 14,309 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,081,958 | 14,035 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,088,266 | 13,304 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||