Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,459,913
+$1,341,301 QoQ
Shares Held
73,618
+9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#762
of 3,769 holders
Holding Since
Dec 2021
19 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, 2026Lifeworks Advisors, LLC holds $54,880,276 across 9 Drug Manufacturers - General names. MRK ranks #4 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GILD |
Gilead Sciences, Inc.
|
93,293 | $11,786,637 | |
| 2 | ABBV |
AbbVie Inc.
|
43,751 | $11,009,501 | |
| 3 | JNJ |
Johnson & Johnson
|
41,683 | $10,586,231 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
73,618 | $9,459,913 | |
| 5 | PFE |
Pfizer Inc
|
337,845 | $8,135,307 | |
| 6 | LLY |
ELI LILLY & Co
|
1,903 | $2,282,515 | |
| 7 | BIIB |
Biogen Inc.
|
3,326 | $718,615 | |
| 8 | AMGN |
Amgen Inc
|
1,801 | $652,178 |
All Filings in MRK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,459,913 | 73,618 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,118,612 | 67,492 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,421,672 | 70,508 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,676,741 | 91,466 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,333,569 | 105,275 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,480,418 | 83,338 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,308,596 | 73,468 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,210,937 | 54,693 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,890,032 | 47,577 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,304,439 | 47,779 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,706,938 | 43,175 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,151,767 | 40,328 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,399,589 | 38,128 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,611,727 | 33,948 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,356,340 | 39,264 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,342,575 | 38,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,399,911 | 37,292 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,009,922 | 36,684 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,393,621 | 18,184 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||