Position in MRK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,680,513
+$23,886 QoQ
Shares Held
30,597
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $26,306,263 across 8 Drug Manufacturers - General names. MRK ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,209 | $7,550,391 | |
| 2 | JNJ |
Johnson & Johnson
|
28,074 | $6,862,408 | |
| 3 | ABBV |
AbbVie Inc.
|
23,411 | $5,091,658 | |
| 4 | MRK |
Merck & Co., Inc.
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|
30,597 | $3,680,513 | |
| 5 | AMGN |
Amgen Inc
|
3,351 | $1,179,049 | |
| 6 | NVS |
Novartis AG
|
7,605 | $1,161,663 | |
| 7 | PFE |
Pfizer Inc
|
20,298 | $569,967 | |
| 8 | NVO |
Novo Nordisk A S
|
5,731 | $210,614 |
All Filings in MRK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,680,513 | 30,597 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,656,627 | 34,739 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,958,364 | 35,248 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,315,062 | 41,878 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,782,576 | 42,141 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,499,181 | 45,227 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,349,470 | 47,107 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,883,842 | 47,527 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,298,765 | 47,736 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,847,396 | 53,636 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,642,380 | 54,807 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,453,531 | 55,928 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,145,831 | 57,767 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,470,271 | 58,317 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,243,157 | 60,882 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $5,589,359 | 61,307 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,989,214 | 60,807 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,355,987 | 56,837 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,203,380 | 55,963 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $4,330,466 | 55,683 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $4,180,824 | 54,233 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $4,145,458 | 50,678 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $4,203,742 | 50,678 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $3,939,423 | 50,943 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $3,552,164 | 46,168 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||