Position in MRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$513,100
+$298,383 QoQ
Shares Held
3,993
+123.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,677
of 3,769 holders
Holding Since
Dec 2024
7 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $1,540,928 across 9 Drug Manufacturers - General names. MRK ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
This page
|
3,993 | $513,100 | |
| 2 | LLY |
ELI LILLY & Co
|
320 | $383,817 | |
| 3 | JNJ |
Johnson & Johnson
|
1,252 | $317,970 | |
| 4 | PFE |
Pfizer Inc
|
6,824 | $164,321 | |
| 5 | ABBV |
AbbVie Inc.
|
478 | $120,283 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
220 | $27,794 | |
| 7 | NVO |
Novo Nordisk A S
|
260 | $12,464 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
20 | $1,152 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,100 | 3,993 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $214,717 | 1,785 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $187,889 | 1,785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $149,815 | 1,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,222 | 306 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,930 | 456 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,263 | 455 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||