Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,064,982
+$213,147 QoQ
Shares Held
23,852
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,330
of 3,769 holders
Holding Since
Sep 2022
13 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, 2026WCG Wealth Advisors LLC holds $47,610,651 across 10 Drug Manufacturers - General names. MRK ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,452 | $12,536,443 | |
| 2 | JNJ |
Johnson & Johnson
|
41,061 | $10,428,262 | |
| 3 | NVS |
Novartis AG
|
43,776 | $6,860,574 | |
| 4 | AMGN |
Amgen Inc
|
13,208 | $4,782,880 | |
| 5 | ABBV |
AbbVie Inc.
|
16,882 | $4,248,186 | |
| 6 | MRK |
Merck & Co., Inc.
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|
23,852 | $3,064,982 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
43,889 | $2,528,884 | |
| 8 | PFE |
Pfizer Inc
|
79,512 | $1,914,648 |
All Filings in MRK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,064,982 | 23,852 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,851,835 | 23,708 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,448,347 | 23,260 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,198,520 | 14,280 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,139,745 | 14,398 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,263,192 | 14,073 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,482,252 | 14,900 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,779,144 | 15,667 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,887,331 | 15,245 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,764,831 | 13,375 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,913,191 | 17,549 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,079,898 | 20,203 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $25,836 | 300 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $276,272 | 3,208 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||