Position in MRK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,548,372
+$190,413 QoQ
Shares Held
12,872
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Redwood Wealth Management Group, LLC holds $7,911,804 across 8 Drug Manufacturers - General names. MRK ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,350 | $2,161,459 | |
| 2 | MRK |
Merck & Co., Inc.
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|
12,872 | $1,548,372 | |
| 3 | ABBV |
AbbVie Inc.
|
4,427 | $962,828 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
14,456 | $876,756 | |
| 5 | JNJ |
Johnson & Johnson
|
3,467 | $847,473 | |
| 6 | AMGN |
Amgen Inc
|
2,140 | $752,959 | |
| 7 | PFE |
Pfizer Inc
|
17,262 | $484,716 | |
| 8 | NVS |
Novartis AG
|
1,815 | $277,241 |
All Filings in MRK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,548,372 | 12,872 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,357,959 | 12,901 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,101,916 | 13,129 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,145,999 | 14,477 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,330,422 | 14,822 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,454,198 | 14,618 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,676,372 | 14,762 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,835,830 | 14,829 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,971,992 | 14,945 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,691,336 | 15,514 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,644,626 | 15,975 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,871,971 | 16,223 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,685,004 | 15,838 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,739,363 | 15,677 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||