Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$310,070
+$19,931 QoQ
Shares Held
2,413
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,136
of 3,769 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Lantern Wealth Advisors, LLC holds $8,422,606 across 8 Drug Manufacturers - General names. MRK ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
13,353 | $3,360,148 | |
| 2 | LLY |
ELI LILLY & Co
|
1,224 | $1,468,102 | |
| 3 | JNJ |
Johnson & Johnson
|
4,670 | $1,186,039 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
17,270 | $995,097 | |
| 5 | NVS |
Novartis AG
|
3,100 | $485,832 | |
| 6 | PFE |
Pfizer Inc
|
17,273 | $415,933 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
2,413 | $310,070 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,594 | $201,385 |
All Filings in MRK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,070 | 2,413 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $290,139 | 2,412 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $243,150 | 2,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $923,985 | 11,009 | Shares | Sole | 2025-11-26 | |
| 2024-12-31 | $248,103 | 2,494 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $236,431 | 2,082 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $253,418 | 2,047 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $312,721 | 2,370 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $242,024 | 2,220 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||