Compass Wealth Management LLC

Position in MRK — Merck & Co., Inc.

CIK 1965653 GUILFORD, CT

Position in MRK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$833,579

+$349,219 QoQ

Shares Held

6,487

+12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,265

of 3,769 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compass Wealth Management LLC holds $18,364,693 across 8 Drug Manufacturers - General names. MRK ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	6,093	$7,308,127
2	ABBV	AbbVie Inc.	25,828	$6,499,357
3	NVS	Novartis AG	12,747	$1,997,709
4	JNJ	Johnson & Johnson	3,985	$1,012,070
5	MRK	Merck & Co., Inc. This page	6,487	$833,579
6	BMY	Bristol Myers Squibb Co	5,648	$325,437
7	AMGN	Amgen Inc	775	$280,643
8	GRFS	Grifols SA	15,222	$107,771

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$833,579	6,487	+12.4%	Shares	Sole	2026-08-10
2025-09-30	$484,360	5,771	+13.5%	Shares	Sole	2025-11-07
2025-06-30	$402,449	5,084	-15.8%	Shares	Sole	2025-08-08
2025-03-31	$541,970	6,038	-2.8%	Shares	Sole	2025-04-29
2024-12-31	$618,268	6,215	-20.8%	Shares	Sole	2025-01-21
2024-09-30	$891,673	7,852	-2.5%	Shares	Sole	2024-10-16
2024-06-30	$996,590	8,050	+2.2%	Shares	Sole	2024-07-16
2024-03-31	$1,039,766	7,880	+4.6%	Shares	Sole	2024-04-05
2023-12-31	$820,920	7,530	+4.5%	Shares	Sole	2024-01-04
2023-09-30	$742,166	7,209	+1.8%	Shares	Sole	2023-10-25
2023-06-30	$816,961	7,080	-0.7%	Shares	Sole	2023-07-27
2023-03-31	$758,560	7,130	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$796,621	7,180	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.