Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$124,002
+$25,124 QoQ
Shares Held
965
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,567
of 3,769 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $1,805,976 across 15 Drug Manufacturers - General names. MRK ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
2,755 | $699,687 | |
| 2 | LLY |
ELI LILLY & Co
|
356 | $426,997 | |
| 3 | AMGN |
Amgen Inc
|
459 | $166,213 | |
| 4 | NVS |
Novartis AG
|
980 | $153,585 | |
| 5 | MRK |
Merck & Co., Inc.
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|
965 | $124,002 | |
| 6 | ABBV |
AbbVie Inc.
|
393 | $98,894 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
166 | $20,972 | |
| 8 | AZN |
Astrazeneca PLC
|
101 | $19,151 |
All Filings in MRK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,002 | 965 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $98,878 | 822 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $81,997 | 779 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||