Position in MRK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,358,617
+$89,467 QoQ
Shares Held
18,355
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,492
of 3,768 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, 2026ALTFEST L J & CO INC holds $37,645,467 across 10 Drug Manufacturers - General names. MRK ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,312 | $18,365,673 | |
| 2 | ABBV |
AbbVie Inc.
|
25,963 | $6,533,329 | |
| 3 | JNJ |
Johnson & Johnson
|
13,727 | $3,486,246 | |
| 4 | MRK |
Merck & Co., Inc.
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|
18,355 | $2,358,617 | |
| 5 | AZN |
Astrazeneca PLC
|
10,599 | $2,009,782 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
28,858 | $1,662,797 | |
| 7 | AMGN |
Amgen Inc
|
4,072 | $1,474,552 | |
| 8 | PFE |
Pfizer Inc
|
36,216 | $872,081 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,358,617 | 18,355 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,269,150 | 18,864 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,941,911 | 27,949 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,286,001 | 27,237 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,695,765 | 21,422 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,247,859 | 25,043 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,455,663 | 24,685 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,693,302 | 23,717 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,749,350 | 22,208 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,941,429 | 22,292 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,979,694 | 18,159 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,944,519 | 18,888 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,216,411 | 19,208 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,088,648 | 19,632 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,224,769 | 20,052 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,767,526 | 20,524 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,865,429 | 20,461 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,678,825 | 20,461 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,614,498 | 21,066 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,591,820 | 34,507 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,654,445 | 34,132 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,328,735 | 30,208 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,899,885 | 23,226 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,565,516 | 18,873 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,962,636 | 25,380 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,577,423 | 20,502 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||