Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,400,521
+$138,319 QoQ
Shares Held
10,899
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,846
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, 2026Forum Financial Management, LP holds $152,921,703 across 8 Drug Manufacturers - General names. MRK ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
348,009 | $126,021,019 | |
| 2 | ABBV |
AbbVie Inc.
|
54,689 | $13,761,939 | |
| 3 | LLY |
ELI LILLY & Co
|
5,254 | $6,301,805 | |
| 4 | JNJ |
Johnson & Johnson
|
12,625 | $3,206,371 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
10,899 | $1,400,521 | |
| 6 | PFE |
Pfizer Inc
|
38,668 | $931,125 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,049 | $890,570 | |
| 8 | BIIB |
Biogen Inc.
|
1,890 | $408,353 |
All Filings in MRK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,400,521 | 10,899 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,262,202 | 10,493 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,984,963 | 28,358 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,905,378 | 22,702 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,773,025 | 22,398 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,406,555 | 26,811 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,203,753 | 32,205 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $2,792,781 | 24,593 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,809,517 | 22,694 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,720,594 | 28,197 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,153,403 | 28,925 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,176,109 | 30,851 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,366,502 | 29,175 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,946,789 | 27,698 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $3,086,960 | 27,823 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,410,584 | 27,991 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,893,600 | 20,770 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,633,123 | 19,904 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,216,736 | 15,876 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||