Position in MRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,178,974
+$1,068,939 QoQ
Shares Held
16,957
+83.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,529
of 3,769 holders
Holding Since
Sep 2024
7 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $27,891,738 across 7 Drug Manufacturers - General names. MRK ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
141,848 | $8,173,281 | |
| 2 | LLY |
ELI LILLY & Co
|
6,415 | $7,694,343 | |
| 3 | AMGN |
Amgen Inc
|
17,878 | $6,473,981 | |
| 4 | MRK |
Merck & Co., Inc.
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|
16,957 | $2,178,974 | |
| 5 | ABBV |
AbbVie Inc.
|
6,977 | $1,755,692 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
10,514 | $1,328,338 | |
| 7 | PFE |
Pfizer Inc
|
11,924 | $287,129 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178,974 | 16,957 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,110,035 | 9,228 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $495,458 | 4,707 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $374,075 | 4,457 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $299,541 | 3,784 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $301,722 | 3,033 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $642,862 | 5,661 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||