Endowment Wealth Management, Inc.
EndowmentPosition in MRK — Merck & Co., Inc.
CIK 1904477
APPLETON, WI
Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228,216
+$12,416 QoQ
Shares Held
1,776
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#3,419
of 3,769 holders
Holding Since
Dec 2022
12 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, 2026Endowment Wealth Management, Inc. holds $2,583,300 across 5 Drug Manufacturers - General names. MRK ranks #4 (8.8% of the industry book) .
All Filings in MRK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,216 | 1,776 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $215,800 | 1,794 | Shares | Other | 2026-05-08 | |
| 2025-03-31 | $222,694 | 2,481 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $228,107 | 2,293 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $296,391 | 2,610 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $314,699 | 2,542 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $337,528 | 2,558 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $287,485 | 2,637 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $263,140 | 2,556 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $232,280 | 2,013 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $232,355 | 2,184 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $255,074 | 2,299 | Shares | Other | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||