Mowery & Schoenfeld Wealth Management, LLC

Position in MRK — Merck & Co., Inc.

CIK 2019946 LINCOLNSHIRE, IL

Position in MRK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$93,034

+$5,945 QoQ

Shares Held

724

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#3,594

of 3,769 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Healthcare · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $3,187,997 across 9 Drug Manufacturers - General names. MRK ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,510	$1,811,139
2	ABBV	AbbVie Inc.	2,778	$699,055
3	AZN	Astrazeneca PLC	1,552	$294,290
4	JNJ	Johnson & Johnson	865	$219,684
5	MRK	Merck & Co., Inc. This page	724	$93,034
6	AMGN	Amgen Inc	111	$40,195
7	BMY	Bristol Myers Squibb Co	275	$15,845
8	GILD	Gilead Sciences, Inc.	113	$14,276

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,034	724	0.0%	Shares	Sole	2026-08-06
2026-03-31	$87,089	724	-25.3%	Shares	Sole	2026-05-01
2025-12-31	$101,996	969	+33.8%	Shares	Sole	2026-01-28
2025-09-30	$60,765	724	0.0%	Shares	Sole	2025-10-27
2025-06-30	$57,311	724	-4.7%	Shares	Sole	2025-07-28
2025-03-31	$68,217	760	-3.9%	Shares	Sole	2025-05-05
2024-12-31	$78,688	791	+108.7%	Shares	Sole	2025-02-10
2024-09-30	$43,039	379	+47.5%	Shares	Sole	2024-10-23
2024-06-30	$31,816	257	+1411.8%	Shares	Sole	2024-08-14
2024-03-31	$2,243	17	-15.0%	Shares	Sole	2024-05-14
2023-12-31	$2,180	20	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.