Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$31,119,487
+$2,076,790 QoQ
Shares Held
242,175
+0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#418
of 3,769 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $274,588,072 across 15 Drug Manufacturers - General names. MRK ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
64,452 | $77,305,668 | |
| 2 | JNJ |
Johnson & Johnson
|
300,713 | $76,372,080 | |
| 3 | ABBV |
AbbVie Inc.
|
142,911 | $35,962,124 | |
| 4 | MRK |
Merck & Co., Inc.
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|
242,175 | $31,119,487 | |
| 5 | AMGN |
Amgen Inc
|
56,408 | $20,426,464 | |
| 6 | PFE |
Pfizer Inc
|
350,351 | $8,436,452 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
51,132 | $6,460,016 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
106,923 | $6,160,903 |
All Filings in MRK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,119,487 | 242,175 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $29,042,697 | 241,439 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $24,019,700 | 228,194 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,042,877 | 226,890 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,576,709 | 196,775 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,734,780 | 197,580 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,337,428 | 154,176 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,780,874 | 147,771 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $17,806,030 | 143,829 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $16,793,144 | 127,269 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,903,280 | 118,357 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $11,109,746 | 107,914 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,746,355 | 101,797 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $10,303,977 | 96,851 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $10,350,414 | 93,289 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,409,592 | 86,038 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $8,199,009 | 89,931 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,764,833 | 70,260 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,754,670 | 48,991 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||