Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,244,625
+$439,342 QoQ
Shares Held
25,250
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,294
of 3,769 holders
Holding Since
Dec 2022
12 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, 2026SageView Advisory Group, LLC holds $31,073,717 across 11 Drug Manufacturers - General names. MRK ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,047 | $13,250,104 | |
| 2 | JNJ |
Johnson & Johnson
|
19,763 | $5,019,209 | |
| 3 | ABBV |
AbbVie Inc.
|
16,291 | $4,099,467 | |
| 4 | MRK |
Merck & Co., Inc.
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|
25,250 | $3,244,625 | |
| 5 | AMGN |
Amgen Inc
|
4,580 | $1,658,509 | |
| 6 | PFE |
Pfizer Inc
|
51,687 | $1,244,622 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
8,588 | $1,085,007 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
9,232 | $531,947 |
All Filings in MRK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,244,625 | 25,250 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,805,283 | 23,321 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $4,376,605 | 41,579 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,835,265 | 45,696 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,853,214 | 23,411 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,557,425 | 17,351 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,422,636 | 24,353 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,260,866 | 19,909 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $1,858,144 | 18,049 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,344,609 | 20,319 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,065,987 | 19,419 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $985,236 | 8,880 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||