Morton Capital Management LLC/CA

Position in MRK — Merck & Co., Inc.

CIK 2002628 CALABASAS, CA

Position in MRK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$967,733

+$133,763 QoQ

Shares Held

7,531

+8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#2,146

of 3,769 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Morton Capital Management LLC/CA holds $8,598,595 across 6 Drug Manufacturers - General names. MRK ranks #5 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	9,961	$2,506,586
2	AMGN	Amgen Inc	6,352	$2,300,186
3	JNJ	Johnson & Johnson	5,909	$1,500,708
4	LLY	ELI LILLY & Co	905	$1,085,484
5	MRK	Merck & Co., Inc. This page	7,531	$967,733
6	GILD	Gilead Sciences, Inc.	1,883	$237,898

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$967,733	7,531	+8.6%	Shares	Sole	2026-07-23
2026-03-31	$833,970	6,933	-4.2%	Shares	Sole	2026-04-21
2025-12-31	$761,766	7,237	+2.7%	Shares	Sole	2026-02-03
2025-09-30	$591,286	7,045	+0.6%	Shares	Sole	2025-10-24
2025-06-30	$554,357	7,003	-5.7%	Shares	Sole	2025-07-23
2025-03-31	$666,557	7,426	+0.9%	Shares	Sole	2025-04-17
2024-12-31	$732,073	7,359	-0.1%	Shares	Sole	2025-01-15
2024-09-30	$836,596	7,367	+8.5%	Shares	Sole	2024-10-09
2024-06-30	$840,478	6,789	+0.4%	Shares	Sole	2024-07-12
2024-03-31	$891,850	6,759	+3.2%	Shares	Sole	2024-04-12
2023-12-31	$713,862	6,548	-14.2%	Shares	Sole	2024-01-18
2023-09-30	$785,405	7,629	+1.3%	Shares	Sole	2023-12-05
2023-06-30	$868,771	7,529	+15.3%	Shares	Sole	2023-12-05
2023-03-31	$694,620	6,529	+0.1%	Shares	Sole	2023-12-05
2022-12-31	$723,948	6,525	-7.2%	Shares	Sole	2023-12-05
2022-09-30	$605,251	7,028	-6.0%	Shares	Sole	2023-12-05
2022-06-30	$681,313	7,473	+0.6%	Shares	Sole	2023-12-05
2022-03-31	$609,467	7,428	+2.9%	Shares	Sole	2023-12-05
2021-12-31	$553,494	7,222	—	Shares	Sole	2023-12-05
No filing history on record for this holder in this stock.