Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,032,857
+$2,151 QoQ
Shares Held
23,602
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.42%
of 13F equity value
Holder Rank
#1,336
of 3,769 holders
Holding Since
Dec 2023
11 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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $8,004,217 across 7 Drug Manufacturers - General names. MRK ranks #1 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
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|
23,602 | $3,032,857 | |
| 2 | JNJ |
Johnson & Johnson
|
10,760 | $2,732,717 | |
| 3 | AMGN |
Amgen Inc
|
1,969 | $713,014 | |
| 4 | PFE |
Pfizer Inc
|
22,464 | $540,933 | |
| 5 | NVS |
Novartis AG
|
3,170 | $496,802 | |
| 6 | ABBV |
AbbVie Inc.
|
1,125 | $283,095 | |
| 7 | NVO |
Novo Nordisk A S
|
4,272 | $204,799 |
All Filings in MRK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,032,857 | 23,602 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,030,706 | 25,195 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,606,342 | 24,761 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,151,293 | 25,632 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,870,550 | 23,630 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,121,387 | 23,634 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,382,148 | 23,946 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,728,165 | 24,024 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,733,999 | 22,084 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,906,594 | 22,028 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,374,673 | 21,782 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||