WEATHERLY ASSET MANAGEMENT L. P.

Position in MRK — Merck & Co., Inc.

CIK 934745 DEL MAR, CA

Position in MRK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$750,311

+$34,105 QoQ

Shares Held

5,839

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,357

of 3,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $338,223,820 across 8 Drug Manufacturers - General names. MRK ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	271,656	$325,832,383
2	JNJ	Johnson & Johnson	26,996	$6,856,174
3	ABBV	AbbVie Inc.	9,830	$2,473,621
4	AMGN	Amgen Inc	4,045	$1,464,775
5	MRK	Merck & Co., Inc. This page	5,839	$750,311
6	NVS	Novartis AG	2,621	$410,763
7	SNY	Sanofi	5,403	$230,491
8	GILD	Gilead Sciences, Inc.	1,625	$205,302

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$750,311	5,839	-1.9%	Shares	Sole	2026-07-20
2026-03-31	$716,206	5,954	+0.4%	Shares	Sole	2026-04-15
2025-12-31	$624,086	5,929	+0.2%	Shares	Sole	2026-01-16
2025-09-30	$496,865	5,920	-4.4%	Shares	Sole	2025-10-16
2025-06-30	$490,396	6,195	+0.6%	Shares	Sole	2025-07-11
2025-03-31	$552,652	6,157	+0.7%	Shares	Sole	2025-05-01
2024-12-31	$608,021	6,112	-1.6%	Shares	Sole	2025-01-29
2024-09-30	$705,434	6,212	+22.5%	Shares	Sole	2024-10-29
2024-06-30	$627,542	5,069	-23.6%	Shares	Sole	2024-07-31
2024-03-31	$874,960	6,631	-9.8%	Shares	Sole	2024-04-19
2023-12-31	$801,624	7,353	-1.0%	Shares	Sole	2024-02-01
2023-09-30	$764,815	7,429	-3.6%	Shares	Sole	2023-10-10
2023-06-30	$888,964	7,704	0.0%	Shares	Sole	2023-07-21
2023-03-31	$819,628	7,704	-1.4%	Shares	Sole	2023-04-13
2022-12-31	$866,852	7,813	-2.8%	Shares	Sole	2023-01-11
2022-09-30	$692,404	8,040	0.0%	Shares	Sole	2022-10-17
2022-06-30	$733,006	8,040	-0.5%	Shares	Sole	2022-07-18
2022-03-31	$663,128	8,082	+1.3%	Shares	Sole	2022-05-06
2021-12-31	$611,587	7,980	-3.3%	Shares	Sole	2022-01-28
2021-09-30	$619,882	8,253	+42.1%	Shares	Sole	2021-11-05
2021-06-30	$451,532	5,806	0.0%	Shares	Sole	2021-08-12
2021-03-31	$447,584	5,806	-0.8%	Shares	Sole	2021-05-05
2020-12-31	$478,611	5,851	+0.4%	Shares	Sole	2021-02-02
2020-09-30	$483,515	5,829	-1.1%	Shares	Sole	2020-10-30
2020-06-30	$455,860	5,895	0.0%	Shares	Sole	2020-07-29
2020-03-31	$453,561	5,895	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.