Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$35,077,030
+$2,249,168 QoQ
Shares Held
272,973
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#394
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026STEPHENS INC /AR/ holds $244,605,118 across 14 Drug Manufacturers - General names. MRK ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
210,285 | $53,406,081 | |
| 2 | LLY |
ELI LILLY & Co
|
37,094 | $44,491,660 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
272,973 | $35,077,030 | |
| 4 | ABBV |
AbbVie Inc.
|
139,208 | $35,030,301 | |
| 5 | AMGN |
Amgen Inc
|
93,841 | $33,981,702 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
282,306 | $16,266,471 | |
| 7 | AZN |
Astrazeneca PLC
|
53,960 | $10,231,895 | |
| 8 | PFE |
Pfizer Inc
|
335,032 | $8,067,570 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,077,030 | 272,973 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $32,827,862 | 272,906 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $36,013,656 | 342,140 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $26,428,130 | 314,883 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $24,364,577 | 307,789 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $29,294,432 | 326,364 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $44,729,092 | 449,629 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $65,362,978 | 575,581 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $68,575,667 | 553,923 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $72,104,077 | 546,450 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $58,106,024 | 532,985 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $51,728,051 | 502,458 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $58,578,541 | 507,657 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $52,453,887 | 493,034 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $56,641,639 | 510,515 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $42,723,270 | 496,090 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $36,854,651 | 404,241 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $31,922,537 | 389,062 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $27,540,967 | 359,355 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $34,306,417 | 456,749 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $34,390,438 | 442,207 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $30,226,465 | 392,093 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,260,910 | 357,713 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $31,025,388 | 374,025 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $28,998,066 | 374,991 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $24,698,883 | 321,015 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||