Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$87,765
+$555 QoQ
Shares Held
683
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,604
of 3,769 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $2,788,108 across 13 Drug Manufacturers - General names. MRK ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
4,218 | $1,071,245 | |
| 2 | LLY |
ELI LILLY & Co
|
755 | $905,569 | |
| 3 | ABBV |
AbbVie Inc.
|
866 | $217,920 | |
| 4 | PFE |
Pfizer Inc
|
5,210 | $125,456 | |
| 5 | AMGN |
Amgen Inc
|
300 | $108,636 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
752 | $95,007 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
683 | $87,765 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,039 | $59,867 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,765 | 683 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $87,210 | 725 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $76,102 | 723 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $60,429 | 720 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $120,164 | 1,518 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $136,165 | 1,517 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $150,712 | 1,515 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||