Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$859,022
+$233,755 QoQ
Shares Held
6,685
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#2,249
of 3,769 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Phillips Wealth Planners LLC holds $7,995,152 across 9 Drug Manufacturers - General names. MRK ranks #5 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 2 | JNJ |
Johnson & Johnson
|
5,636 | $1,431,374 | |
| 3 | AZN |
Astrazeneca PLC
|
5,605 | $1,062,820 | |
| 4 | AMGN |
Amgen Inc
|
2,870 | $1,039,284 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
6,685 | $859,022 | |
| 6 | LLY |
ELI LILLY & Co
|
554 | $664,484 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,450 | $435,873 | |
| 8 | SNY |
Sanofi
|
7,555 | $322,296 |
All Filings in MRK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,022 | 6,685 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $625,267 | 5,198 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $669,664 | 6,362 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $351,247 | 4,185 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $229,089 | 2,894 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $279,153 | 3,110 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $795,044 | 7,992 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $1,031,806 | 9,086 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $1,090,554 | 8,809 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,088,587 | 8,250 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $981,507 | 9,003 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,113,198 | 10,813 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $1,274,944 | 11,049 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $1,169,864 | 10,996 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,137,681 | 10,254 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||