Position in MRK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$702,766
+$43,096 QoQ
Shares Held
5,469
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,411
of 3,769 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Western Financial Corp/CA holds $8,064,519 across 7 Drug Manufacturers - General names. MRK ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,819 | $4,779,461 | |
| 2 | MRK |
Merck & Co., Inc.
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|
5,469 | $702,766 | |
| 3 | AMGN |
Amgen Inc
|
1,902 | $688,752 | |
| 4 | LLY |
ELI LILLY & Co
|
513 | $615,307 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
4,860 | $614,012 | |
| 6 | PFE |
Pfizer Inc
|
14,678 | $353,446 | |
| 7 | ABBV |
AbbVie Inc.
|
1,235 | $310,775 |
All Filings in MRK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,766 | 5,469 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $659,670 | 5,484 | Shares | Sole | 2026-04-23 | |
| 2024-09-30 | $777,886 | 6,850 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,063,318 | 8,589 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,129,360 | 8,559 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $923,726 | 8,473 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,410,517 | 13,701 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $933,389 | 8,089 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $868,887 | 8,167 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||