Position in MRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$48,701
New position
Shares Held
379
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,654
of 3,769 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Downshift Financial, LLC holds $321,636 across 9 Drug Manufacturers - General names. MRK ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
82 | $98,353 | |
| 2 | ABBV |
AbbVie Inc.
|
232 | $58,380 | |
| 3 | AMGN |
Amgen Inc
|
142 | $51,421 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
379 | $48,701 | |
| 5 | PFE |
Pfizer Inc
|
1,028 | $24,754 | |
| 6 | JNJ |
Johnson & Johnson
|
89 | $22,603 | |
| 7 | AZN |
Astrazeneca PLC
|
42 | $7,964 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
60 | $7,580 |
All Filings in MRK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,701 | 379 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||