BXM Wealth LLC

Position in MRK — Merck & Co., Inc.

CIK 2052379 Englewood, CO

Position in MRK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$394,880

+$25,229 QoQ

Shares Held

3,073

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#2,894

of 3,769 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BXM Wealth LLC holds $4,720,687 across 6 Drug Manufacturers - General names. MRK ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	5,430	$1,379,057
2	ABBV	AbbVie Inc.	5,177	$1,302,740
3	NVS	Novartis AG	4,840	$758,524
4	AMGN	Amgen Inc	1,594	$577,219
5	MRK	Merck & Co., Inc. This page	3,073	$394,880
6	BMY	Bristol Myers Squibb Co	5,350	$308,267

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,880	3,073	0.0%	Shares	Sole	2026-07-27
2026-03-31	$369,651	3,073	-61.9%	Shares	Sole	2026-04-23
2025-12-31	$849,658	8,072	+217.4%	Shares	Sole	2026-01-20
2025-09-30	$213,433	2,543	+0.5%	Shares	Sole	2025-10-28
2025-03-31	$227,092	2,530	0.0%	Shares	Sole	2025-04-30
2024-12-31	$251,684	2,530	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.