Position in MRK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,542,244
+$338,171 QoQ
Shares Held
19,784
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#1,444
of 3,769 holders
Holding Since
Dec 2021
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, 2026RETIREMENT GUYS FORMULA LLC holds $17,180,779 across 7 Drug Manufacturers - General names. MRK ranks #4 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
16,934 | $4,300,727 | |
| 2 | LLY |
ELI LILLY & Co
|
3,529 | $4,232,788 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
23,848 | $3,012,956 | |
| 4 | MRK |
Merck & Co., Inc.
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|
19,784 | $2,542,244 | |
| 5 | NVS |
Novartis AG
|
9,489 | $1,487,116 | |
| 6 | AZN |
Astrazeneca PLC
|
7,056 | $1,337,958 | |
| 7 | ABBV |
AbbVie Inc.
|
1,061 | $266,990 |
All Filings in MRK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,244 | 19,784 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,204,073 | 18,323 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $334,516 | 3,178 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $873,375 | 10,406 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,808,885 | 22,851 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,752,833 | 19,528 | Shares | Sole | 2025-04-23 | |
| 2023-12-31 | $1,033,400 | 9,479 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $876,516 | 8,514 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $687,378 | 5,957 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $618,232 | 5,811 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $614,330 | 5,537 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $496,567 | 5,766 | Shares | Sole | 2022-12-16 | |
| 2022-06-30 | $525,047 | 5,759 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $559,498 | 6,819 | Shares | Other | 2022-07-18 | |
| 2021-12-31 | $477,773 | 6,234 | Shares | Other | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||