Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,633,864
+$101,159 QoQ
Shares Held
20,497
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,416
of 3,769 holders
Holding Since
Mar 2024
10 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, 2026Gen-Wealth Partners Inc holds $10,373,715 across 10 Drug Manufacturers - General names. MRK ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
12,624 | $3,206,117 | |
| 2 | MRK |
Merck & Co., Inc.
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|
20,497 | $2,633,864 | |
| 3 | AMGN |
Amgen Inc
|
6,118 | $2,215,450 | |
| 4 | LLY |
ELI LILLY & Co
|
817 | $979,934 | |
| 5 | ABBV |
AbbVie Inc.
|
3,074 | $773,541 | |
| 6 | NVO |
Novo Nordisk A S
|
4,264 | $204,416 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,024 | $174,242 | |
| 8 | PFE |
Pfizer Inc
|
6,648 | $160,083 |
All Filings in MRK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,633,864 | 20,497 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,532,705 | 21,055 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,324,456 | 22,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,872,897 | 22,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,409,206 | 17,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,385,714 | 15,438 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,408,935 | 14,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,315,479 | 11,584 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,384,455 | 11,183 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,462,797 | 11,086 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||