Amplius Wealth Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1900584 BLUE BELL, PA

Position in MRK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$276,660

+$56,169 QoQ

Shares Held

2,153

+17.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#3,244

of 3,769 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $5,162,556 across 7 Drug Manufacturers - General names. MRK ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	6,887	$1,749,091
2	LLY	ELI LILLY & Co	1,260	$1,511,281
3	ABBV	AbbVie Inc.	3,241	$815,565
4	PFE	Pfizer Inc	14,251	$343,164
5	MRK	Merck & Co., Inc. This page	2,153	$276,660
6	GILD	Gilead Sciences, Inc.	2,109	$266,451
7	BMY	Bristol Myers Squibb Co	3,477	$200,344

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,660	2,153	+17.5%	Shares	Sole	2026-07-17
2026-03-31	$220,491	1,833	-70.3%	Shares	Sole	2026-04-13
2025-06-30	$488,021	6,165	+117.4%	Shares	Sole	2025-08-04
2025-03-31	$254,559	2,836	+3.1%	Shares	Sole	2025-04-10
2024-12-31	$273,768	2,752	-2.0%	Shares	Sole	2025-01-16
2024-09-30	$318,876	2,808	-3.5%	Shares	Sole	2024-10-16
2024-06-30	$360,258	2,910	-12.8%	Shares	Sole	2024-07-22
2024-03-31	$440,581	3,339	-4.4%	Shares	Sole	2024-04-17
2023-12-31	$380,915	3,494	-8.6%	Shares	Sole	2024-01-10
2023-09-30	$393,474	3,822	-5.5%	Shares	Sole	2023-10-17
2023-06-30	$466,867	4,046	+9.1%	Shares	Sole	2023-07-26
2023-03-31	$394,706	3,710	+23.8%	Shares	Sole	2023-04-25
2022-12-31	$332,406	2,996	+27.4%	Shares	Sole	2023-01-19
2022-09-30	$202,554	2,352	-1.3%	Shares	Sole	2022-11-10
2021-12-31	$182,709	2,384	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.