Position in MRK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$975,186
+$84,680 QoQ
Shares Held
7,589
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,140
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, 2026Key Client Fiduciary Advisors, LLC holds $6,120,333 across 7 Drug Manufacturers - General names. MRK ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
5,928 | $1,491,721 | |
| 2 | LLY |
ELI LILLY & Co
|
1,195 | $1,433,318 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
7,589 | $975,186 | |
| 4 | PFE |
Pfizer Inc
|
31,030 | $747,202 | |
| 5 | JNJ |
Johnson & Johnson
|
2,907 | $738,290 | |
| 6 | AMGN |
Amgen Inc
|
1,022 | $370,086 | |
| 7 | NVS |
Novartis AG
|
2,326 | $364,530 |
All Filings in MRK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,186 | 7,589 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $890,506 | 7,403 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $723,451 | 6,873 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $602,533 | 7,179 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $570,031 | 7,201 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $715,207 | 7,968 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $790,070 | 7,942 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $982,975 | 8,656 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,076,441 | 8,695 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,147,701 | 8,698 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $715,498 | 6,563 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $613,273 | 5,957 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $662,223 | 5,739 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $621,743 | 5,844 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $662,704 | 5,973 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $313,907 | 3,645 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $332,314 | 3,645 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $300,056 | 3,657 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $279,736 | 3,650 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||