Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,544,441
+$95,909 QoQ
Shares Held
12,019
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,776
of 3,769 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026QTR Family Wealth, LLC holds $8,876,809 across 9 Drug Manufacturers - General names. MRK ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,665 | $1,997,051 | |
| 2 | JNJ |
Johnson & Johnson
|
6,364 | $1,616,265 | |
| 3 | MRK |
Merck & Co., Inc.
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|
12,019 | $1,544,441 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
21,847 | $1,258,824 | |
| 5 | ABBV |
AbbVie Inc.
|
3,621 | $911,188 | |
| 6 | BIIB |
Biogen Inc.
|
2,041 | $440,978 | |
| 7 | PFE |
Pfizer Inc
|
17,842 | $429,635 | |
| 8 | AMGN |
Amgen Inc
|
1,100 | $398,332 |
All Filings in MRK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,544,441 | 12,019 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,448,532 | 12,042 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,239,962 | 11,780 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $862,716 | 10,279 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $501,399 | 6,334 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $450,774 | 5,022 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||