Pinnacle West Asset Management, Inc.

Position in MRK — Merck & Co., Inc.

CIK 1975730 CASPER, WY

Position in MRK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,216,895

+$77,749 QoQ

Shares Held

9,470

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,957

of 3,769 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Pinnacle West Asset Management, Inc. holds $12,398,160 across 7 Drug Manufacturers - General names. MRK ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	13,605	$3,455,261
2	AMGN	Amgen Inc	8,815	$3,192,087
3	LLY	ELI LILLY & Co	2,221	$2,663,934
4	MRK	Merck & Co., Inc. This page	9,470	$1,216,895
5	BMY	Bristol Myers Squibb Co	14,400	$829,728
6	NVS	Novartis AG	4,155	$651,171
7	PFE	Pfizer Inc	16,158	$389,084

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,216,895	9,470	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,139,146	9,470	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$1,025,758	9,745	+1.0%	Shares	Sole	2026-02-10
2025-09-30	$809,504	9,645	+2.4%	Shares	Sole	2025-11-05
2025-06-30	$745,687	9,420	-0.8%	Shares	Sole	2025-07-24
2025-03-31	$852,271	9,495	+0.7%	Shares	Sole	2025-05-07
2024-12-31	$938,096	9,430	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$1,076,548	9,480	0.0%	Shares	Sole	2024-10-23
2024-06-30	$1,173,624	9,480	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,250,886	9,480	-0.5%	Shares	Sole	2024-04-24
2023-12-31	$1,038,415	9,525	+2.5%	Shares	Sole	2024-02-13
2023-09-30	$956,920	9,295	+4.0%	Shares	Sole	2023-11-08
2023-06-30	$1,031,586	8,940	-1.1%	Shares	Sole	2023-08-15
2023-03-31	$961,765	9,040	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.