Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,073,655
+$2,574,394 QoQ
Shares Held
62,830
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#828
of 3,769 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $98,243,880 across 12 Drug Manufacturers - General names. MRK ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,821 | $26,172,764 | |
| 2 | JNJ |
Johnson & Johnson
|
90,046 | $22,868,982 | |
| 3 | ABBV |
AbbVie Inc.
|
87,916 | $22,123,182 | |
| 4 | MRK |
Merck & Co., Inc.
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|
62,830 | $8,073,655 | |
| 5 | AMGN |
Amgen Inc
|
14,656 | $5,307,230 | |
| 6 | PFE |
Pfizer Inc
|
202,855 | $4,884,748 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
64,132 | $3,695,285 | |
| 8 | NVS |
Novartis AG
|
10,748 | $1,684,426 |
All Filings in MRK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,073,655 | 62,830 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $5,499,261 | 65,522 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,374,093 | 67,889 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,122,888 | 68,214 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,420,312 | 74,591 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,857,793 | 78,001 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,533,894 | 85,088 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,317,698 | 78,194 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,344,826 | 76,544 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,328,383 | 51,757 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,370,657 | 29,211 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,291,068 | 30,934 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $2,071,961 | 24,059 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,752,560 | 19,223 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,325,025 | 16,149 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $912,705 | 11,909 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||