Position in MRK
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$15,548
+$2,196 QoQ
Shares Held
121
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,716
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, 2026Copia Wealth Management holds $385,043 across 8 Drug Manufacturers - General names. MRK ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
448 | $112,734 | |
| 2 | AMGN |
Amgen Inc
|
302 | $109,360 | |
| 3 | JNJ |
Johnson & Johnson
|
294 | $74,667 | |
| 4 | LLY |
ELI LILLY & Co
|
35 | $41,980 | |
| 5 | NVS |
Novartis AG
|
160 | $25,075 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
121 | $15,548 | |
| 7 | PFE |
Pfizer Inc
|
165 | $3,973 | |
| 8 | AZN |
Astrazeneca PLC
|
9 | $1,706 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,548 | 121 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $13,352 | 111 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,683 | 111 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,316 | 111 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,969 | 227 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $20,375 | 227 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $22,581 | 227 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||