Allen Mooney & Barnes Investment Advisors LLC
Position in MRK — Merck & Co., Inc.
CIK 2001461
Thomasville, GA
Position in MRK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$16,284,548
+$637,466 QoQ
Shares Held
126,728
-2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#570
of 3,769 holders
Holding Since
Mar 2022
18 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, 2026Allen Mooney & Barnes Investment Advisors LLC holds $48,976,902 across 7 Drug Manufacturers - General names. MRK ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
81,986 | $20,630,957 | |
| 2 | MRK |
Merck & Co., Inc.
This page
|
126,728 | $16,284,548 | |
| 3 | LLY |
ELI LILLY & Co
|
4,815 | $5,775,255 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
15,709 | $1,984,675 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
33,051 | $1,904,398 | |
| 6 | JNJ |
Johnson & Johnson
|
7,301 | $1,854,234 | |
| 7 | PFE |
Pfizer Inc
|
22,543 | $542,835 |
All Filings in MRK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,284,548 | 126,728 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $15,647,082 | 130,078 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,627,079 | 24,958 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,031,273 | 24,202 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,921,688 | 24,276 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,090,600 | 23,291 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,295,501 | 23,075 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,601,091 | 22,905 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,801,222 | 22,627 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,116,395 | 23,618 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,582,465 | 23,688 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,426,943 | 23,574 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $2,463,807 | 21,352 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $2,173,654 | 20,431 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $2,337,605 | 21,069 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $1,806,797 | 20,980 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $1,905,179 | 20,897 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $1,754,229 | 21,380 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||