Davis Investment Partners, LLC

Position in MRK — Merck & Co., Inc.

CIK 1963865 CHARLOTTE, NC

Position in MRK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,696,200

+$114,267 QoQ

Shares Held

13,200

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,708

of 3,769 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Davis Investment Partners, LLC holds $18,299,258 across 10 Drug Manufacturers - General names. MRK ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	29,096	$7,389,511
2	ABBV	AbbVie Inc.	10,900	$2,742,876
3	MRK	Merck & Co., Inc. This page	13,200	$1,696,200
4	AMGN	Amgen Inc	4,600	$1,665,752
5	LLY	ELI LILLY & Co	1,243	$1,490,891
6	NVS	Novartis AG	5,658	$886,721
7	BMY	Bristol Myers Squibb Co	15,381	$886,253
8	BIIB	Biogen Inc.	3,184	$687,935

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,696,200	13,200	+0.4%	Shares	Sole	2026-08-07
2026-03-31	$1,581,933	13,151	-17.7%	Shares	Sole	2026-04-20
2025-12-31	$1,682,581	15,985	+73.3%	Shares	Sole	2026-01-06
2025-09-30	$774,170	9,224	-8.0%	Shares	Sole	2025-10-20
2025-06-30	$793,579	10,025	+36.8%	Shares	Sole	2025-07-08
2025-03-31	$657,761	7,328	+263.9%	Shares	Sole	2025-04-15
2024-06-30	$249,333	2,014	+8.4%	Shares	Sole	2024-07-18
2024-03-31	$245,163	1,858	-6.1%	Shares	Sole	2024-04-15
2023-12-31	$215,641	1,978	0.0%	Shares	Sole	2024-01-12
2023-09-30	$203,635	1,978	-41.4%	Shares	Sole	2023-10-10
2023-06-30	$389,787	3,378	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.