Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$213,567
+$129,485 QoQ
Shares Held
1,662
+137.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,496
of 1,644 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $4,898,276 across 10 Drug Manufacturers - General names. MRK ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,487 | $1,783,552 | |
| 2 | ABBV |
AbbVie Inc.
|
5,034 | $1,266,755 | |
| 3 | JNJ |
Johnson & Johnson
|
2,138 | $542,987 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
7,331 | $422,412 | |
| 5 | PFE |
Pfizer Inc
|
15,206 | $366,160 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
1,662 | $213,567 | |
| 7 | AZN |
Astrazeneca PLC
|
1,076 | $204,031 | |
| 8 | GSK |
GSK plc
|
1,140 | $59,758 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,567 | 1,662 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $84,082 | 699 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $143,364 | 1,362 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $142,093 | 1,693 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $225,526 | 2,849 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $255,726 | 2,849 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $283,418 | 2,849 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||