Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$733,992
+$77,209 QoQ
Shares Held
5,712
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,375
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, 2026Alteri Wealth LLC holds $14,593,731 across 9 Drug Manufacturers - General names. MRK ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
13,020 | $4,714,802 | |
| 2 | LLY |
ELI LILLY & Co
|
3,143 | $3,769,808 | |
| 3 | JNJ |
Johnson & Johnson
|
8,318 | $2,112,522 | |
| 4 | ABBV |
AbbVie Inc.
|
5,225 | $1,314,819 | |
| 5 | MRK |
Merck & Co., Inc.
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|
5,712 | $733,992 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
11,855 | $683,085 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,978 | $628,920 | |
| 8 | PFE |
Pfizer Inc
|
16,607 | $399,896 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,992 | 5,712 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $656,783 | 5,460 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $386,830 | 3,675 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $305,756 | 3,643 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $276,505 | 3,493 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $435,784 | 4,855 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $536,694 | 5,395 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||