Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,713
+$15,221 QoQ
Shares Held
418
+30.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,648
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, 2026IMG Wealth Management, Inc. holds $1,166,217 across 9 Drug Manufacturers - General names. MRK ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,620 | $919,371 | |
| 2 | LLY |
ELI LILLY & Co
|
60 | $71,965 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
418 | $53,713 | |
| 4 | ABBV |
AbbVie Inc.
|
158 | $39,759 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
525 | $30,250 | |
| 6 | PFE |
Pfizer Inc
|
983 | $23,670 | |
| 7 | AMGN |
Amgen Inc
|
57 | $20,640 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
54 | $6,822 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,713 | 418 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $38,492 | 320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,104 | 362 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,704 | 342 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $27,072 | 342 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $170,633 | 1,901 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $199,954 | 2,010 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||