Smallwood Wealth Investment Management, LLC
Position in MRK — Merck & Co., Inc.
CIK 1921304
RED BANK, NJ
Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$441,012
+$52,235 QoQ
Shares Held
3,432
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#2,798
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, 2026Smallwood Wealth Investment Management, LLC holds $3,520,397 across 13 Drug Manufacturers - General names. MRK ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
697 | $836,002 | |
| 2 | ABBV |
AbbVie Inc.
|
2,493 | $627,338 | |
| 3 | JNJ |
Johnson & Johnson
|
2,403 | $610,289 | |
| 4 | MRK |
Merck & Co., Inc.
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|
3,432 | $441,012 | |
| 5 | AMGN |
Amgen Inc
|
1,184 | $428,750 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
6,574 | $378,793 | |
| 7 | PFE |
Pfizer Inc
|
4,500 | $108,360 | |
| 8 | NVS |
Novartis AG
|
200 | $31,344 |
All Filings in MRK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,012 | 3,432 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $388,777 | 3,232 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $340,200 | 3,232 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $316,583 | 3,772 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $294,633 | 3,722 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $337,138 | 3,756 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $373,646 | 3,756 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $426,531 | 3,756 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $440,232 | 3,556 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $469,214 | 3,556 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $387,675 | 3,556 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,833,539 | 17,810 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,041,364 | 17,691 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,934,489 | 18,183 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,112,598 | 19,041 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,647,992 | 19,136 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,663,670 | 18,248 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,462,869 | 17,829 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,350,780 | 17,625 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||