Commonwealth Retirement Investments LLC
PensionPosition in MRK — Merck & Co., Inc.
CIK 1963787
RICHMOND, VA
Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,704,949
-$591,003 QoQ
Shares Held
83,307
-11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
#722
of 3,769 holders
Holding Since
Dec 2022
15 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, 2026Commonwealth Retirement Investments LLC holds $42,595,922 across 11 Drug Manufacturers - General names. MRK ranks #3 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
56,009 | $14,094,104 | |
| 2 | JNJ |
Johnson & Johnson
|
51,914 | $13,184,598 | |
| 3 | MRK |
Merck & Co., Inc.
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|
83,307 | $10,704,949 | |
| 4 | AMGN |
Amgen Inc
|
7,243 | $2,622,835 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
17,829 | $1,027,306 | |
| 6 | NVS |
Novartis AG
|
1,931 | $302,626 | |
| 7 | LLY |
ELI LILLY & Co
|
243 | $291,461 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,505 | $190,141 |
All Filings in MRK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,704,949 | 83,307 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,295,952 | 93,906 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,683,920 | 92,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,805,741 | 93,003 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,018,879 | 88,667 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,277,390 | 25,372 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,532,959 | 25,462 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,934,276 | 25,839 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,437,802 | 27,769 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,321,773 | 55,489 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,412,011 | 58,815 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,285,612 | 61,055 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,059,906 | 61,183 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,440,531 | 60,537 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,619,166 | 59,659 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||