WILLNER & HELLER, LLC

Position in MRK — Merck & Co., Inc.

CIK 1927796 ENCINO, CA

Position in MRK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$994,204

+$75,911 QoQ

Shares Held

7,737

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#2,125

of 3,769 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $5,343,481 across 6 Drug Manufacturers - General names. MRK ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	5,852	$1,472,597
2	LLY	ELI LILLY & Co	917	$1,099,877
3	MRK	Merck & Co., Inc. This page	7,737	$994,204
4	AMGN	Amgen Inc	2,142	$775,661
5	GILD	Gilead Sciences, Inc.	5,130	$648,124
6	JNJ	Johnson & Johnson	1,390	$353,018

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$994,204	7,737	+1.3%	Shares	Sole	2026-07-07
2026-03-31	$918,293	7,634	-0.3%	Shares	Sole	2026-04-17
2025-12-31	$805,660	7,654	-0.9%	Shares	Sole	2026-01-12
2025-09-30	$648,107	7,722	-3.4%	Shares	Sole	2025-10-16
2025-06-30	$632,725	7,993	-0.3%	Shares	Sole	2025-07-22
2025-03-31	$719,605	8,017	+3.0%	Shares	Sole	2025-05-05
2024-12-31	$774,551	7,786	+0.3%	Shares	Sole	2025-01-16
2024-09-30	$881,225	7,760	+0.5%	Shares	Sole	2024-10-10
2024-06-30	$955,488	7,718	-2.7%	Shares	Sole	2024-07-19
2024-03-31	$1,046,363	7,930	+0.1%	Shares	Sole	2024-07-19
2023-12-31	$863,438	7,920	-5.0%	Shares	Sole	2024-03-06
2022-12-31	$925,433	8,341	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$713,504	8,285	-2.2%	Shares	Sole	2022-10-24
2022-06-30	$772,027	8,468	-2.8%	Shares	Sole	2022-07-22
2022-03-31	$714,491	8,708	-2.6%	Shares	Sole	2022-07-05
2021-12-31	$684,931	8,937	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.