Forza Wealth Management, LLC

Position in MRK — Merck & Co., Inc.

CIK 1963030 SARASOTA, FL

Position in MRK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,397,951

+$89,317 QoQ

Shares Held

10,879

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,848

of 3,769 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Forza Wealth Management, LLC holds $16,271,551 across 11 Drug Manufacturers - General names. MRK ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,323	$2,786,276
2	ABBV	AbbVie Inc.	10,703	$2,693,302
3	JNJ	Johnson & Johnson	10,314	$2,619,446
4	AMGN	Amgen Inc	7,018	$2,541,358
5	MRK	Merck & Co., Inc. This page	10,879	$1,397,951
6	BMY	Bristol Myers Squibb Co	24,137	$1,390,773
7	NVS	Novartis AG	5,274	$826,541
8	PFE	Pfizer Inc	27,200	$654,976

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,397,951	10,879	0.0%	Shares	Sole	2026-07-17
2026-03-31	$1,308,634	10,879	0.0%	Shares	Sole	2026-04-30
2025-12-31	$1,145,123	10,879	+2.2%	Shares	Sole	2026-02-02
2025-09-30	$893,266	10,643	+1.5%	Shares	Sole	2025-10-22
2025-06-30	$829,913	10,484	-2.6%	Shares	Sole	2025-07-18
2025-03-31	$965,907	10,761	+1.3%	Shares	Sole	2025-04-30
2024-12-31	$1,056,776	10,623	-2.0%	Shares	Sole	2025-01-13
2024-09-30	$1,231,444	10,844	+3.5%	Shares	Sole	2024-10-28
2024-06-30	$1,297,424	10,480	+0.8%	Shares	Sole	2024-07-17
2024-03-31	$1,372,016	10,398	-1.9%	Shares	Sole	2024-04-22
2023-12-31	$1,155,393	10,598	-21.1%	Shares	Sole	2024-01-24
2023-09-30	$1,382,000	13,424	0.0%	Shares	Sole	2023-10-24
2023-06-30	$1,548,995	13,424	+2.6%	Shares	Sole	2023-07-25
2023-03-31	$1,392,006	13,084	+24.1%	Shares	Sole	2023-05-03
2022-12-31	$1,169,856	10,544	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.