Position in MRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$40,682,072
+$689,617 QoQ
Shares Held
316,592
-4.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#355
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $146,479,718 across 8 Drug Manufacturers - General names. MRK ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
160,709 | $40,815,264 | |
| 2 | MRK |
Merck & Co., Inc.
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|
316,592 | $40,682,072 | |
| 3 | AMGN |
Amgen Inc
|
53,423 | $19,345,536 | |
| 4 | ABBV |
AbbVie Inc.
|
66,424 | $16,714,935 | |
| 5 | LLY |
ELI LILLY & Co
|
11,056 | $13,260,899 | |
| 6 | PFE |
Pfizer Inc
|
334,402 | $8,052,400 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
122,122 | $7,036,669 | |
| 8 | OGN |
Organon & Co.
|
42,241 | $571,943 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,682,072 | 316,592 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $39,992,455 | 332,467 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,932,846 | 331,872 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,668,447 | 329,661 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,037,307 | 328,920 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $28,799,226 | 320,847 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $30,402,182 | 305,611 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $31,990,646 | 281,707 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $33,610,462 | 271,490 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $36,279,652 | 274,950 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $30,401,862 | 278,865 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $28,268,422 | 274,584 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $31,801,137 | 275,597 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $29,833,564 | 280,417 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $31,827,893 | 286,867 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $25,734,120 | 298,817 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $27,991,651 | 307,027 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $26,301,291 | 320,552 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $23,248,667 | 303,349 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $22,570,029 | 300,493 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $23,013,542 | 295,918 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $21,747,486 | 282,105 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $22,407,382 | 273,929 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $21,907,851 | 264,109 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $20,260,159 | 261,996 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $19,648,852 | 255,379 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||