Position in MRK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,365,119
+$1,046,858 QoQ
Shares Held
49,534
+12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#935
of 3,769 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $57,000,261 across 11 Drug Manufacturers - General names. MRK ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
13,311 | $15,965,614 | |
| 2 | JNJ |
Johnson & Johnson
|
49,349 | $12,533,165 | |
| 3 | ABBV |
AbbVie Inc.
|
38,846 | $9,775,207 | |
| 4 | AMGN |
Amgen Inc
|
17,600 | $6,373,312 | |
| 5 | MRK |
Merck & Co., Inc.
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|
49,534 | $6,365,119 | |
| 6 | PFE |
Pfizer Inc
|
96,426 | $2,321,938 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
11,162 | $1,410,207 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
16,256 | $936,670 |
All Filings in MRK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,365,119 | 49,534 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,318,261 | 44,212 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,547,547 | 43,203 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,618,054 | 43,108 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,358,125 | 42,422 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,749,813 | 41,776 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,243,816 | 42,660 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,718,758 | 41,553 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,305,696 | 42,857 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,380,657 | 40,778 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,064,701 | 37,284 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,518,419 | 34,176 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,885,642 | 33,674 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,622,473 | 34,049 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,519,223 | 31,719 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,716,138 | 31,539 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,466,192 | 38,019 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,048,978 | 37,160 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,850,854 | 37,198 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||