Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$976,343
-$79,442 QoQ
Shares Held
7,598
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#2,139
of 3,769 holders
Holding Since
Mar 2022
18 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, 2026Athena Investment Management holds $8,014,106 across 7 Drug Manufacturers - General names. MRK ranks #5 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
9,063 | $2,280,613 | |
| 2 | JNJ |
Johnson & Johnson
|
5,245 | $1,332,072 | |
| 3 | LLY |
ELI LILLY & Co
|
831 | $996,726 | |
| 4 | PFE |
Pfizer Inc
|
41,018 | $987,713 | |
| 5 | MRK |
Merck & Co., Inc.
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|
7,598 | $976,343 | |
| 6 | AMGN |
Amgen Inc
|
2,236 | $809,700 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
10,950 | $630,939 |
All Filings in MRK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,343 | 7,598 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,055,785 | 8,777 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $923,867 | 8,777 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $725,742 | 8,647 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $665,498 | 8,407 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $754,612 | 8,407 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $837,621 | 8,420 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $956,175 | 8,420 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,042,396 | 8,420 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,130,415 | 8,567 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $933,865 | 8,566 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $881,766 | 8,565 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $988,199 | 8,564 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $926,337 | 8,707 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $966,596 | 8,712 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $745,626 | 8,658 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $784,244 | 8,602 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $616,851 | 7,518 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||