Abound Wealth Management

Position in MRK — Merck & Co., Inc.

CIK 1950323 FRANKLIN, TN

Position in MRK

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$211,896

+$6,682 QoQ

Shares Held

1,649

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#3,468

of 3,769 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Abound Wealth Management holds $1,569,247 across 14 Drug Manufacturers - General names. MRK ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	1,408	$354,309
2	AMGN	Amgen Inc	892	$323,011
3	LLY	ELI LILLY & Co	256	$307,054
4	MRK	Merck & Co., Inc. This page	1,649	$211,896
5	JNJ	Johnson & Johnson	630	$160,001
6	BMY	Bristol Myers Squibb Co	1,791	$103,197
7	AZN	Astrazeneca PLC	197	$37,355
8	PFE	Pfizer Inc	1,183	$28,486

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,896	1,649	-3.3%	Shares	Sole	2026-07-10
2026-03-31	$205,214	1,706	+9.8%	Shares	Sole	2026-04-10
2025-12-31	$163,574	1,554	+6.8%	Shares	Sole	2026-01-12
2025-09-30	$122,118	1,455	-50.2%	Shares	Sole	2025-10-10
2025-06-30	$231,147	2,920	+21.2%	Shares	Sole	2025-07-14
2025-03-31	$216,321	2,410	+152.4%	Shares	Sole	2025-04-17
2024-12-31	$95,003	955	-19.9%	Shares	Sole	2025-01-13
2024-09-30	$135,363	1,192	+15.1%	Shares	Sole	2024-11-04
2024-06-30	$128,256	1,036	-6.2%	Shares	Sole	2024-08-09
2024-03-31	$145,804	1,105	-41.6%	Shares	Sole	2024-08-08
2023-12-31	$206,156	1,891	-1.3%	Shares	Sole	2024-08-08
2023-09-30	$197,149	1,915	+1.8%	Shares	Sole	2024-08-08
2023-06-30	$217,048	1,881	+10.3%	Shares	Sole	2024-08-08
2023-03-31	$181,394	1,705	+9.0%	Shares	Sole	2024-08-07
2022-12-31	$173,525	1,564	-1.1%	Shares	Sole	2024-08-07
2022-09-30	$136,155	1,581	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.