Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,300,548
+$64,328 QoQ
Shares Held
10,121
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,908
of 3,769 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026XXI WEALTH, LLC holds $17,089,687 across 13 Drug Manufacturers - General names. MRK ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,126 | $3,749,418 | |
| 2 | JNJ |
Johnson & Johnson
|
13,448 | $3,415,388 | |
| 3 | AZN |
Astrazeneca PLC
|
10,619 | $2,013,574 | |
| 4 | ABBV |
AbbVie Inc.
|
7,267 | $1,828,667 | |
| 5 | MRK |
Merck & Co., Inc.
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|
10,121 | $1,300,548 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
7,380 | $932,389 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
16,057 | $925,204 | |
| 8 | BIIB |
Biogen Inc.
|
3,603 | $778,464 |
All Filings in MRK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,548 | 10,121 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,236,220 | 10,277 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $972,602 | 9,240 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||