Paragon Private Wealth Management, LLC
Position in MRK — Merck & Co., Inc.
CIK 1922684
LEXINGTON, KY
Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$455,532
+$29,346 QoQ
Shares Held
3,545
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,775
of 3,769 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $10,562,173 across 8 Drug Manufacturers - General names. MRK ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,921 | $3,503,534 | |
| 2 | ABBV |
AbbVie Inc.
|
10,654 | $2,680,971 | |
| 3 | JNJ |
Johnson & Johnson
|
7,940 | $2,016,521 | |
| 4 | AMGN |
Amgen Inc
|
3,050 | $1,104,465 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
3,545 | $455,532 | |
| 6 | SNY |
Sanofi
|
8,000 | $341,280 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,981 | $250,278 | |
| 8 | PFE |
Pfizer Inc
|
8,704 | $209,592 |
All Filings in MRK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,532 | 3,545 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $426,186 | 3,543 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $341,146 | 3,241 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $257,749 | 3,071 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||