Position in MRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$657,920
+$41,915 QoQ
Shares Held
5,120
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,460
of 3,769 holders
Holding Since
Dec 2024
7 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, 2026BEACON INVESTMENT ADVISORS LLC holds $4,237,923 across 6 Drug Manufacturers - General names. MRK ranks #3 (15.5% of the industry book) .
All Filings in MRK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,920 | 5,120 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $616,005 | 5,121 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $538,931 | 5,120 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $429,721 | 5,120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $405,140 | 5,118 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $459,212 | 5,116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $508,641 | 5,113 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||