Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,716
-$64,892 QoQ
Shares Held
169
-76.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,702
of 3,769 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $222,965 across 12 Drug Manufacturers - General names. MRK ranks #6 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
278 | $43,568 | |
| 2 | JNJ |
Johnson & Johnson
|
147 | $37,333 | |
| 3 | AZN |
Astrazeneca PLC
|
149 | $28,253 | |
| 4 | LLY |
ELI LILLY & Co
|
22 | $26,387 | |
| 5 | ABBV |
AbbVie Inc.
|
101 | $25,415 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
169 | $21,716 | |
| 7 | AMGN |
Amgen Inc
|
49 | $17,743 | |
| 8 | GSK |
GSK plc
|
130 | $6,814 |
All Filings in MRK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,716 | 169 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $86,608 | 720 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,315 | 41 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $81,692 | 1,032 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $7,898 | 1,379 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $157,176 | 1,580 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||