Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,224,348
+$81,233 QoQ
Shares Held
9,528
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,954
of 3,769 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $15,502,015 across 10 Drug Manufacturers - General names. MRK ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,898 | $5,874,808 | |
| 2 | ABBV |
AbbVie Inc.
|
11,906 | $2,996,025 | |
| 3 | JNJ |
Johnson & Johnson
|
9,997 | $2,538,938 | |
| 4 | MRK |
Merck & Co., Inc.
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|
9,528 | $1,224,348 | |
| 5 | PFE |
Pfizer Inc
|
37,571 | $904,709 | |
| 6 | AMGN |
Amgen Inc
|
1,414 | $512,037 | |
| 7 | NVS |
Novartis AG
|
2,733 | $428,315 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,042 | $384,326 |
All Filings in MRK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,348 | 9,528 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,143,115 | 9,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,032,179 | 9,806 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $835,942 | 9,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $787,167 | 9,944 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $813,943 | 9,068 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $925,561 | 9,304 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $937,097 | 8,252 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,029,273 | 8,314 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,082,385 | 8,203 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $850,901 | 7,805 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $840,998 | 8,169 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $928,312 | 8,045 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $800,265 | 7,522 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $816,148 | 7,356 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $633,498 | 7,356 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $672,925 | 7,381 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $383,747 | 4,677 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $522,148 | 6,813 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||