Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,801,287
+$212,796 QoQ
Shares Held
29,582
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#1,178
of 3,769 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $13,165,231 across 9 Drug Manufacturers - General names. MRK ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
21,130 | $5,366,386 | |
| 2 | MRK |
Merck & Co., Inc.
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|
29,582 | $3,801,287 | |
| 3 | ABBV |
AbbVie Inc.
|
12,957 | $3,260,499 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
6,545 | $377,122 | |
| 5 | PFE |
Pfizer Inc
|
10,117 | $243,617 | |
| 6 | NVS |
Novartis AG
|
370 | $57,986 | |
| 7 | BIIB |
Biogen Inc.
|
100 | $21,606 | |
| 8 | AMGN |
Amgen Inc
|
58 | $21,002 |
All Filings in MRK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,801,287 | 29,582 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,588,491 | 29,832 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $3,140,116 | 29,832 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,503,799 | 29,832 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $2,361,501 | 29,832 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,691,184 | 29,982 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,982,609 | 29,982 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $3,404,755 | 29,982 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $3,742,721 | 30,232 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $3,989,112 | 30,232 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $3,383,108 | 31,032 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||