Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,098,493
+$984,026 QoQ
Shares Held
117,498
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#593
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $278,636,214 across 15 Drug Manufacturers - General names. MRK ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
326,887 | $118,372,320 | |
| 2 | JNJ |
Johnson & Johnson
|
232,434 | $59,031,262 | |
| 3 | LLY |
ELI LILLY & Co
|
25,471 | $30,550,684 | |
| 4 | ABBV |
AbbVie Inc.
|
116,898 | $29,416,212 | |
| 5 | MRK |
Merck & Co., Inc.
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|
117,498 | $15,098,493 | |
| 6 | NVS |
Novartis AG
|
83,188 | $13,037,223 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
129,968 | $7,488,756 | |
| 8 | PFE |
Pfizer Inc
|
103,650 | $2,495,892 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,098,493 | 117,498 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,114,467 | 117,337 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,134,869 | 124,785 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,199,283 | 133,436 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,060,868 | 139,728 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $14,157,126 | 157,722 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $18,435,932 | 185,323 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $22,059,257 | 194,252 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $25,648,388 | 207,176 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $28,282,031 | 214,339 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,439,409 | 215,001 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,751,070 | 211,278 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $25,500,959 | 220,998 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $19,376,491 | 182,127 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $19,361,107 | 174,503 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $15,056,445 | 174,831 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $15,879,261 | 174,172 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $14,408,718 | 175,609 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $13,637,474 | 177,942 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $12,056,882 | 160,523 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $11,963,048 | 153,826 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $12,127,574 | 157,317 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $12,837,440 | 156,937 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $13,109,838 | 158,045 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $12,196,028 | 157,714 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $12,136,356 | 157,738 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||