Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,676,256
+$231,271 QoQ
Shares Held
28,609
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#1,209
of 3,768 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $29,302,537 across 9 Drug Manufacturers - General names. MRK ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,987 | $9,579,848 | |
| 2 | JNJ |
Johnson & Johnson
|
26,961 | $6,847,285 | |
| 3 | ABBV |
AbbVie Inc.
|
21,218 | $5,339,297 | |
| 4 | MRK |
Merck & Co., Inc.
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|
28,609 | $3,676,256 | |
| 5 | AMGN |
Amgen Inc
|
3,120 | $1,129,814 | |
| 6 | NVS |
Novartis AG
|
6,052 | $948,469 | |
| 7 | AZN |
Astrazeneca PLC
|
4,415 | $837,172 | |
| 8 | PFE |
Pfizer Inc
|
20,775 | $500,262 |
All Filings in MRK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,676,256 | 28,609 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,444,985 | 28,639 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,019,804 | 28,689 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,413,071 | 28,751 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,012,168 | 25,419 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,236,280 | 24,914 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,723,265 | 27,375 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,108,932 | 27,377 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,401,652 | 27,477 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||