Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,585,419
+$100,950 QoQ
Shares Held
20,120
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,431
of 3,769 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Advyzon Investment Management, LLC holds $24,393,655 across 13 Drug Manufacturers - General names. MRK ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,928 | $5,910,791 | |
| 2 | JNJ |
Johnson & Johnson
|
21,732 | $5,519,275 | |
| 3 | ABBV |
AbbVie Inc.
|
15,694 | $3,949,237 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
20,120 | $2,585,419 | |
| 5 | AMGN |
Amgen Inc
|
3,774 | $1,366,640 | |
| 6 | PFE |
Pfizer Inc
|
54,906 | $1,322,135 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
8,093 | $1,022,469 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
13,335 | $768,361 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,585,419 | 20,120 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,484,469 | 20,654 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $2,009,308 | 19,089 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,024,449 | 12,206 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $722,968 | 9,133 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $779,116 | 8,680 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $739,335 | 7,432 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||