Position in MRK
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,196,947
+$2,378,340 QoQ
Shares Held
26,577
+241.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.2408097226925537.ToString("F0")%
Shared 0.ToString("F0")%
None 99.75919027730744.ToString("F0")%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $74,708,336 across 14 Drug Manufacturers - General names. MRK ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
90,061 | $22,014,510 | |
| 2 | LLY |
ELI LILLY & Co
|
17,158 | $15,781,413 | |
| 3 | ABBV |
AbbVie Inc.
|
64,190 | $13,960,683 | |
| 4 | AMGN |
Amgen Inc
|
21,485 | $7,559,497 | |
| 5 | PFE |
Pfizer Inc
|
127,727 | $3,586,574 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
26,577 | $3,196,947 | |
| 7 | AZN |
Astrazeneca PLC
|
11,855 | $2,338,043 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
33,139 | $2,009,880 |
All Filings in MRK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,196,947 | 26,577 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $818,607 | 7,777 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,152,442 | 13,731 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,010,533 | 38,031 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,794,587 | 31,134 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,018,946 | 20,295 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,529,766 | 13,471 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,428,156 | 11,536 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||