Position in MRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,415,427
+$189,793 QoQ
Shares Held
11,015
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,831
of 3,769 holders
Holding Since
Sep 2022
16 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, 2026FSM Wealth Advisors, LLC holds $11,677,047 across 10 Drug Manufacturers - General names. MRK ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,630 | $2,953,671 | |
| 2 | LLY |
ELI LILLY & Co
|
2,078 | $2,492,415 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
11,015 | $1,415,427 | |
| 4 | ABBV |
AbbVie Inc.
|
4,589 | $1,154,775 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,570 | $839,523 | |
| 6 | AZN |
Astrazeneca PLC
|
4,421 | $838,310 | |
| 7 | AMGN |
Amgen Inc
|
2,158 | $781,454 | |
| 8 | PFE |
Pfizer Inc
|
24,073 | $579,677 |
All Filings in MRK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,415,427 | 11,015 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,225,634 | 10,189 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,099,967 | 10,450 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $843,916 | 10,055 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $701,911 | 8,867 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $436,592 | 4,864 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $667,809 | 6,713 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $818,199 | 7,205 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $836,392 | 6,756 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $888,815 | 6,736 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $747,441 | 6,856 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $668,763 | 6,496 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $848,578 | 7,354 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $786,541 | 7,393 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $721,396 | 6,502 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $569,856 | 6,617 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||