Position in MRK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,018
+$4,704 QoQ
Shares Held
148
+24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,705
of 3,769 holders
Holding Since
Dec 2021
18 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, 2026Morton Brown Family Wealth, LLC holds $682,000 across 11 Drug Manufacturers - General names. MRK ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
671 | $242,982 | |
| 2 | JNJ |
Johnson & Johnson
|
713 | $181,080 | |
| 3 | LLY |
ELI LILLY & Co
|
73 | $87,558 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
414 | $52,304 | |
| 5 | ABBV |
AbbVie Inc.
|
156 | $39,255 | |
| 6 | PFE |
Pfizer Inc
|
1,079 | $25,982 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
148 | $19,018 | |
| 8 | AZN |
Astrazeneca PLC
|
97 | $18,393 |
All Filings in MRK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,018 | 148 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,314 | 119 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,525 | 119 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,393 | 100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,407 | 182 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,336 | 182 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,591 | 16 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,816 | 16 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,980 | 16 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,111 | 16 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $45,352 | 416 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,647 | 16 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,846 | 16 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $32,467 | 377 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $43,396 | 476 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $30,768 | 375 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $28,740 | 375 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||