Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,821,189
+$938,642 QoQ
Shares Held
115,340
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
18.62%
of 13F equity value
Holder Rank
#601
of 3,769 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $17,901,500 across 7 Drug Manufacturers - General names. MRK ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
115,340 | $14,821,189 | |
| 2 | JNJ |
Johnson & Johnson
|
5,699 | $1,447,374 | |
| 3 | ABBV |
AbbVie Inc.
|
2,017 | $507,556 | |
| 4 | LLY |
ELI LILLY & Co
|
317 | $380,218 | |
| 5 | PFE |
Pfizer Inc
|
13,796 | $332,206 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,415 | $254,391 | |
| 7 | OGN |
Organon & Co.
|
11,711 | $158,566 |
All Filings in MRK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,821,189 | 115,340 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $13,882,547 | 115,409 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $12,150,161 | 115,430 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,707,679 | 115,664 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $9,183,589 | 116,013 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $10,408,569 | 115,960 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $11,515,406 | 115,756 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $13,139,232 | 115,703 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $14,329,106 | 115,744 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $15,367,952 | 116,468 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $12,752,941 | 116,978 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $12,041,649 | 116,966 | Shares | Other | 2023-10-05 | |
| 2023-06-30 | $13,551,747 | 117,443 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $12,494,760 | 117,443 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,027,859 | 117,421 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||