Position in MRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,468,742
+$44,779 QoQ
Shares Held
19,212
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,457
of 3,768 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $51,426,589 across 15 Drug Manufacturers - General names. MRK ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,938 | $33,509,677 | |
| 2 | NVS |
Novartis AG
|
35,965 | $5,636,434 | |
| 3 | ABBV |
AbbVie Inc.
|
13,113 | $3,299,755 | |
| 4 | JNJ |
Johnson & Johnson
|
12,264 | $3,114,688 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
19,212 | $2,468,742 | |
| 6 | AMGN |
Amgen Inc
|
4,384 | $1,587,534 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,696 | $593,292 | |
| 8 | PFE |
Pfizer Inc
|
18,451 | $444,300 |
All Filings in MRK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,468,742 | 19,212 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,423,963 | 20,151 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,186,776 | 20,775 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,848,726 | 22,027 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,982,403 | 25,043 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,644,256 | 40,600 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,327,777 | 43,504 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,667,561 | 58,714 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,185,543 | 49,964 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,019,080 | 53,195 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,752,440 | 52,765 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,175,708 | 50,274 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,961,508 | 51,664 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,962,521 | 56,044 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,632,679 | 86,820 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,016,343 | 69,860 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,902,473 | 119,584 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,640,281 | 68,742 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,061,610 | 79,092 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,628,879 | 61,628 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,982,179 | 64,063 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||