Position in MRK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$487,786
+$31,406 QoQ
Shares Held
3,796
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#2,715
of 3,769 holders
Holding Since
Jun 2021
21 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, 2026Beacon Financial Strategies CORP holds $2,982,740 across 9 Drug Manufacturers - General names. MRK ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
801 | $960,743 | |
| 2 | GSK |
GSK plc
|
11,358 | $595,386 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
3,796 | $487,786 | |
| 4 | JNJ |
Johnson & Johnson
|
1,704 | $432,764 | |
| 5 | ABBV |
AbbVie Inc.
|
791 | $199,047 | |
| 6 | PFE |
Pfizer Inc
|
7,714 | $185,753 | |
| 7 | NVS |
Novartis AG
|
489 | $76,636 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
708 | $40,794 |
All Filings in MRK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,786 | 3,796 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $456,380 | 3,794 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $399,145 | 3,792 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $318,094 | 3,790 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $299,858 | 3,788 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $339,831 | 3,786 | Shares | Sole | 2025-09-25 | |
| 2024-12-31 | $336,640 | 3,384 | Shares | Sole | 2025-09-25 | |
| 2024-09-30 | $384,059 | 3,382 | Shares | Sole | 2025-09-25 | |
| 2024-06-30 | $418,567 | 3,381 | Shares | Sole | 2025-09-25 | |
| 2024-03-31 | $445,991 | 3,380 | Shares | Sole | 2025-09-25 | |
| 2023-12-31 | $368,269 | 3,378 | Shares | Sole | 2025-09-25 | |
| 2023-09-30 | $347,662 | 3,377 | Shares | Sole | 2025-09-25 | |
| 2023-06-30 | $404,788 | 3,508 | Shares | Sole | 2025-09-25 | |
| 2023-03-31 | $373,109 | 3,507 | Shares | Sole | 2025-09-25 | |
| 2022-12-31 | $388,879 | 3,505 | Shares | Sole | 2025-09-25 | |
| 2022-09-30 | $307,534 | 3,571 | Shares | Sole | 2025-09-25 | |
| 2022-06-30 | $325,385 | 3,569 | Shares | Sole | 2025-09-25 | |
| 2022-03-31 | $292,672 | 3,567 | Shares | Sole | 2025-09-25 | |
| 2021-12-31 | $290,312 | 3,788 | Shares | Sole | 2025-09-25 | |
| 2021-09-30 | $267,241 | 3,558 | Shares | Sole | 2025-09-25 | |
| 2021-06-30 | $297,703 | 3,828 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||