Position in MRK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$505,519
+$38,073 QoQ
Shares Held
3,934
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#2,684
of 3,762 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $3,603,879 across 15 Drug Manufacturers - General names. MRK ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,142 | $797,973 | |
| 2 | ABBV |
AbbVie Inc.
|
2,561 | $644,450 | |
| 3 | MRK |
Merck & Co., Inc.
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|
3,934 | $505,519 | |
| 4 | NVS |
Novartis AG
|
2,208 | $346,037 | |
| 5 | GSK |
GSK plc
|
5,323 | $279,031 | |
| 6 | SNY |
Sanofi
|
5,366 | $228,913 | |
| 7 | AMGN |
Amgen Inc
|
587 | $212,564 | |
| 8 | LLY |
ELI LILLY & Co
|
129 | $154,726 |
All Filings in MRK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,519 | 3,934 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $467,446 | 3,886 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $437,671 | 4,158 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $324,557 | 3,867 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $307,061 | 3,879 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $289,745 | 3,228 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $314,655 | 3,163 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $356,124 | 3,136 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $402,845 | 3,254 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $517,771 | 3,924 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $423,760 | 3,887 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||