Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$22,323,919
+$120,551 QoQ
Shares Held
173,727
-5.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#497
of 3,769 holders
Holding Since
Sep 2024
8 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, 2026Philip James Wealth Mangement, LLC holds $77,068,819 across 8 Drug Manufacturers - General names. MRK ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
173,727 | $22,323,919 | |
| 2 | JNJ |
Johnson & Johnson
|
81,906 | $20,801,666 | |
| 3 | NVO |
Novo Nordisk A S
|
269,741 | $12,931,383 | |
| 4 | PFE |
Pfizer Inc
|
443,426 | $10,677,698 | |
| 5 | LLY |
ELI LILLY & Co
|
4,241 | $5,086,783 | |
| 6 | AMGN |
Amgen Inc
|
8,948 | $3,240,249 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
12,976 | $1,639,387 | |
| 8 | BIIB |
Biogen Inc.
|
1,702 | $367,734 |
All Filings in MRK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,323,919 | 173,727 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $22,203,368 | 184,582 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $19,470,679 | 184,977 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $16,111,454 | 191,963 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $15,188,745 | 191,874 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,444,261 | 94,076 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,499,878 | 45,234 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,150,740 | 45,357 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||