PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in MRK — Merck & Co., Inc.
CIK 2145782
WALTHAM, MA
Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$456,303
+$37,574 QoQ
Shares Held
3,551
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,774
of 3,769 holders
Holding Since
Dec 2022
9 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,189,069 across 10 Drug Manufacturers - General names. MRK ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
12,304 | $708,956 | |
| 2 | JNJ |
Johnson & Johnson
|
2,069 | $525,463 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
3,551 | $456,303 | |
| 4 | LLY |
ELI LILLY & Co
|
192 | $230,290 | |
| 5 | ABBV |
AbbVie Inc.
|
874 | $219,933 | |
| 6 | NVO |
Novo Nordisk A S
|
430 | $20,614 | |
| 7 | PFE |
Pfizer Inc
|
803 | $19,336 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
50 | $6,317 |
All Filings in MRK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,303 | 3,551 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $418,729 | 3,481 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $379,357 | 3,604 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $12,757 | 152 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $19,869 | 251 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $31,416 | 350 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $89,233 | 897 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $113,446 | 999 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $58,248 | 525 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||