Position in MRK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$170,776
+$50,607 QoQ
Shares Held
1,329
+33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,532
of 3,769 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $5,329,181 across 12 Drug Manufacturers - General names. MRK ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,496 | $2,993,776 | |
| 2 | JNJ |
Johnson & Johnson
|
4,658 | $1,182,991 | |
| 3 | ABBV |
AbbVie Inc.
|
2,496 | $628,092 | |
| 4 | MRK |
Merck & Co., Inc.
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|
1,329 | $170,776 | |
| 5 | PFE |
Pfizer Inc
|
3,540 | $85,243 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
643 | $81,236 | |
| 7 | AMGN |
Amgen Inc
|
186 | $67,354 | |
| 8 | NVS |
Novartis AG
|
400 | $62,688 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,776 | 1,329 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $120,169 | 999 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $170,521 | 1,620 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $133,868 | 1,595 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $121,114 | 1,530 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $97,299 | 1,084 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $92,914 | 934 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||