Position in MRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,726,602
-$303,776 QoQ
Shares Held
44,565
-11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#983
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $56,487,277 across 13 Drug Manufacturers - General names. MRK ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
13,511 | $16,205,500 | |
| 2 | ABBV |
AbbVie Inc.
|
47,935 | $12,062,363 | |
| 3 | JNJ |
Johnson & Johnson
|
38,636 | $9,812,384 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
44,565 | $5,726,602 | |
| 5 | AMGN |
Amgen Inc
|
10,299 | $3,729,473 | |
| 6 | PFE |
Pfizer Inc
|
122,166 | $2,941,757 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
11,214 | $1,416,776 | |
| 8 | BIIB |
Biogen Inc.
|
5,364 | $1,158,945 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,726,602 | 44,565 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,030,378 | 50,132 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,074,689 | 48,211 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,402,412 | 28,624 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,201,202 | 27,807 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,379,896 | 26,514 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,234,420 | 22,461 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,927,236 | 25,777 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,693,449 | 29,834 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $4,726,317 | 35,819 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $3,271,472 | 30,008 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $3,258,367 | 31,650 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $3,384,850 | 29,334 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $2,819,760 | 26,504 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $3,075,534 | 27,720 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $2,181,247 | 25,328 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $2,450,923 | 26,883 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,963,128 | 23,926 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,565,525 | 20,427 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,468,776 | 19,555 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,599,962 | 20,573 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $1,389,386 | 18,888 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $1,348,060 | 17,271 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $1,290,791 | 16,308 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $1,168,140 | 15,831 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $1,176,931 | 16,031 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||