Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,765,808
+$244,949 QoQ
Shares Held
37,088
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,069
of 3,768 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $30,855,204 across 12 Drug Manufacturers - General names. MRK ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,926 | $9,506,682 | |
| 2 | ABBV |
AbbVie Inc.
|
23,439 | $5,898,189 | |
| 3 | JNJ |
Johnson & Johnson
|
20,743 | $5,268,099 | |
| 4 | MRK |
Merck & Co., Inc.
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|
37,088 | $4,765,808 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,763 | $1,196,364 | |
| 6 | AMGN |
Amgen Inc
|
2,304 | $834,324 | |
| 7 | NVO |
Novo Nordisk A S
|
16,884 | $809,418 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
5,920 | $747,932 |
All Filings in MRK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,765,808 | 37,088 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,520,859 | 37,583 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,625,680 | 34,445 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,798,813 | 33,347 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,448,577 | 30,932 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,947,269 | 32,835 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,468,370 | 34,865 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,547,841 | 31,242 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,393,605 | 27,412 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,481,104 | 26,382 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,653,001 | 24,335 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,500,758 | 24,291 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,733,358 | 23,688 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,484,312 | 23,351 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,519,008 | 22,704 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,931,929 | 22,433 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,935,903 | 21,234 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,741,757 | 21,228 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||