Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,360,210
+$429,611 QoQ
Shares Held
65,060
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
#811
of 3,769 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Financial Security Advisor, Inc. holds $17,567,229 across 7 Drug Manufacturers - General names. MRK ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
65,060 | $8,360,210 | |
| 2 | JNJ |
Johnson & Johnson
|
21,092 | $5,356,735 | |
| 3 | LLY |
ELI LILLY & Co
|
1,627 | $1,951,472 | |
| 4 | ABBV |
AbbVie Inc.
|
3,178 | $799,711 | |
| 5 | AMGN |
Amgen Inc
|
1,352 | $489,586 | |
| 6 | NVS |
Novartis AG
|
2,264 | $354,814 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,016 | $254,701 |
All Filings in MRK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,360,210 | 65,060 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,930,599 | 65,929 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,005,579 | 66,555 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $807,238 | 9,618 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $529,105 | 6,684 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $473,035 | 5,270 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $589,419 | 5,925 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $667,051 | 5,874 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $745,276 | 6,020 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $792,755 | 6,008 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $646,924 | 5,934 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $600,404 | 5,832 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||