Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$446,923
-$485,083 QoQ
Shares Held
3,478
-55.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,785
of 3,769 holders
Holding Since
Dec 2022
15 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $6,620,183 across 8 Drug Manufacturers - General names. MRK ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
7,501 | $1,905,028 | |
| 2 | ABBV |
AbbVie Inc.
|
7,080 | $1,781,611 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
9,091 | $1,148,556 | |
| 4 | LLY |
ELI LILLY & Co
|
7,465 | $555,769 | |
| 5 | MRK |
Merck & Co., Inc.
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|
3,478 | $446,923 | |
| 6 | AMGN |
Amgen Inc
|
1,043 | $377,691 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,064 | $234,167 | |
| 8 | PFE |
Pfizer Inc
|
7,078 | $170,438 |
All Filings in MRK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,923 | 3,478 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $932,006 | 7,748 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $780,397 | 7,414 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $566,527 | 6,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $568,764 | 7,185 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $200,882 | 2,238 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $324,901 | 3,266 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $344,427 | 3,033 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $391,208 | 3,160 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $420,788 | 3,189 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $274,948 | 2,522 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $231,225 | 2,246 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $228,818 | 1,983 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $236,185 | 2,220 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $252,411 | 2,275 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||