Beaumont Financial Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1957394 NEEDHAM, MA

Position in MRK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,952,557

+$137,502 QoQ

Shares Held

15,195

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,600

of 3,769 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $40,048,849 across 7 Drug Manufacturers - General names. MRK ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	111,216	$28,245,527
2	LLY	ELI LILLY & Co	4,760	$5,709,287
3	MRK	Merck & Co., Inc. This page	15,195	$1,952,557
4	ABBV	AbbVie Inc.	7,660	$1,927,562
5	AMGN	Amgen Inc	4,130	$1,495,555
6	BMY	Bristol Myers Squibb Co	8,606	$495,877
7	GILD	Gilead Sciences, Inc.	1,761	$222,484

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,952,557	15,195	+0.7%	Shares	Sole	2026-08-04
2026-03-31	$1,815,055	15,089	+0.3%	Shares	Sole	2026-05-05
2025-12-31	$1,583,952	15,048	-33.8%	Shares	Sole	2026-01-16
2025-09-30	$1,908,819	22,743	+12.8%	Shares	Sole	2025-10-23
2025-06-30	$1,596,578	20,169	-3.5%	Shares	Sole	2025-07-16
2025-03-31	$1,875,265	20,892	-8.9%	Shares	Sole	2025-05-12
2024-12-31	$2,280,181	22,921	+4.5%	Shares	Sole	2025-01-17
2024-09-30	$2,489,916	21,926	-8.7%	Shares	Sole	2024-10-09
2024-06-30	$2,973,799	24,021	-0.5%	Shares	Sole	2024-07-24
2024-03-31	$3,186,064	24,146	+6.7%	Shares	Sole	2024-05-10
2023-12-31	$2,468,212	22,640	+0.9%	Shares	Sole	2024-01-31
2023-09-30	$2,309,477	22,433	+2.6%	Shares	Sole	2023-11-01
2023-06-30	$2,524,156	21,875	-0.5%	Shares	Sole	2023-08-02
2023-03-31	$2,339,196	21,987	+1.8%	Shares	Sole	2023-05-08
2022-12-31	$2,395,410	21,590	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.