Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,558,408
+$112,491 QoQ
Shares Held
35,474
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,091
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $66,282,067 across 15 Drug Manufacturers - General names. MRK ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,550 | $25,847,718 | |
| 2 | JNJ |
Johnson & Johnson
|
56,485 | $14,345,495 | |
| 3 | AMGN |
Amgen Inc
|
26,584 | $9,626,598 | |
| 4 | ABBV |
AbbVie Inc.
|
27,070 | $6,811,894 | |
| 5 | MRK |
Merck & Co., Inc.
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|
35,474 | $4,558,408 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
30,189 | $1,739,490 | |
| 7 | AZN |
Astrazeneca PLC
|
8,454 | $1,603,047 | |
| 8 | PFE |
Pfizer Inc
|
44,139 | $1,062,867 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,558,408 | 35,474 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,445,917 | 36,960 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,041,141 | 38,392 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,882,769 | 46,262 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,807,833 | 48,103 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $4,431,091 | 49,366 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $5,543,224 | 55,722 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $6,505,738 | 57,289 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $6,691,389 | 54,050 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $6,983,849 | 52,928 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $5,834,313 | 53,516 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $5,613,348 | 54,525 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $6,265,791 | 54,301 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $5,972,840 | 56,141 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $6,370,082 | 57,414 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $4,889,118 | 56,771 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $5,169,977 | 56,707 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $4,524,154 | 55,139 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $4,184,850 | 54,604 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $4,106,037 | 54,667 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $3,926,062 | 50,483 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $3,701,400 | 48,014 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $3,570,813 | 43,653 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $3,644,658 | 43,938 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $3,493,461 | 45,176 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $3,560,319 | 46,274 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||