Baron Wealth Management LLC

Position in MRK — Merck & Co., Inc.

CIK 1968507 TROY, MI

Position in MRK

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

Position Value

$503,720

-$11,361 QoQ

Shares Held

3,920

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,692

of 3,769 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Baron Wealth Management LLC holds $7,352,504 across 6 Drug Manufacturers - General names. MRK ranks #6 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	11,563	$2,936,655
2	GILD	Gilead Sciences, Inc.	8,953	$1,131,122
3	LLY	ELI LILLY & Co	941	$1,128,663
4	ABBV	AbbVie Inc.	3,422	$861,112
5	AMGN	Amgen Inc	2,185	$791,232
6	MRK	Merck & Co., Inc. This page	3,920	$503,720

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,720	3,920	-8.5%	Shares	Sole	2026-07-07
2026-03-31	$515,081	4,282	+11.5%	Shares	Sole	2026-04-16
2025-12-31	$404,198	3,840	+25.7%	Shares	Sole	2026-01-14
2025-09-30	$256,406	3,055	+20.5%	Shares	Sole	2025-10-20
2025-06-30	$200,749	2,536	+9.6%	Shares	Sole	2025-07-09
2024-12-31	$230,196	2,314	+15.2%	Shares	Sole	2025-01-23
2024-09-30	$228,142	2,009	-20.7%	Shares	Sole	2024-11-07
2024-06-30	$313,709	2,534	+5.6%	Shares	Sole	2024-08-13
2024-03-31	$316,680	2,400	-11.3%	Shares	Sole	2024-05-08
2023-12-31	$294,899	2,705	+29.4%	Shares	Sole	2024-01-04
2023-09-30	$215,268	2,091	0.0%	Shares	Sole	2023-11-01
2023-06-30	$241,280	2,091	-10.2%	Shares	Sole	2023-08-08
2023-03-31	$247,675	2,328	-5.7%	Shares	Sole	2023-06-06
2022-12-31	$274,046	2,470	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.