Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,069,634
+$66,897 QoQ
Shares Held
8,324
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,064
of 3,769 holders
Holding Since
Jun 2024
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, 2026SYM FINANCIAL Corp holds $16,389,932 across 11 Drug Manufacturers - General names. MRK ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,406 | $8,882,979 | |
| 2 | JNJ |
Johnson & Johnson
|
8,776 | $2,228,840 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
8,324 | $1,069,634 | |
| 4 | ABBV |
AbbVie Inc.
|
4,148 | $1,043,802 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,012 | $807,371 | |
| 6 | NVS |
Novartis AG
|
3,984 | $624,372 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,465 | $437,768 | |
| 8 | PFE |
Pfizer Inc
|
16,120 | $388,169 |
All Filings in MRK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,634 | 8,324 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,002,737 | 8,336 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $873,342 | 8,297 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $748,571 | 8,919 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $640,958 | 8,097 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $490,717 | 5,467 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $285,109 | 2,866 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $242,791 | 2,138 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $262,579 | 2,121 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||