Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,435,151
+$740,142 QoQ
Shares Held
50,079
+5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#931
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $73,144,237 across 11 Drug Manufacturers - General names. MRK ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
70,456 | $25,513,525 | |
| 2 | PFE |
Pfizer Inc
|
1,014,187 | $24,421,622 | |
| 3 | ABBV |
AbbVie Inc.
|
27,537 | $6,929,410 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
50,079 | $6,435,151 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
37,151 | $4,693,657 | |
| 6 | LLY |
ELI LILLY & Co
|
3,395 | $4,072,065 | |
| 7 | JNJ |
Johnson & Johnson
|
2,924 | $742,608 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,000 | $115,240 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,435,151 | 50,079 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,695,009 | 47,344 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,206,263 | 49,461 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,158,815 | 49,551 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,812,107 | 48,157 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $4,473,188 | 49,835 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $3,902,997 | 39,234 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,711,489 | 41,489 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,126,681 | 41,411 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $5,845,648 | 44,302 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $5,116,198 | 46,929 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,918,641 | 47,777 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,647,417 | 48,942 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $5,742,187 | 53,973 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,228,510 | 56,138 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $5,040,086 | 58,524 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $5,629,017 | 61,742 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $5,364,264 | 65,378 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,794,215 | 62,555 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,621,968 | 61,536 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,810,152 | 61,851 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,548,081 | 58,997 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,166,480 | 50,935 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,158,865 | 50,137 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,407,425 | 56,995 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $4,312,869 | 56,055 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||