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Philip James Wealth Mangement, LLC → MRK

Philip James Wealth Mangement, LLC MRK Position History

Merck & Co., Inc. • Healthcare

Quarters held
4
Latest value
$15.5M
Q3 2026
Peak value
$22.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$19.5M
Q1 2026$22.2M
Q2 2026$22.3M
Q3 2026$15.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.5M106.9K——
Q2 2026$22.3M173.7K——
Q1 2026$22.2M184.6K——
Q4 2025$19.5M185.0K——

Other funds holding MRK

Other Philip James Wealth Mangement, LLC positions

BRK-A

BERKSHIRE HATHAWAY INC DEL

$220.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$217.7M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$215.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$209.1M
XOM

EXXON MOBIL CORP

$74.7M
XOM

EXXONMOBIL HOLDINGS CORP

$64.8M
XOM

EXXON MOBIL CORP

$57.9M
XOM

EXXON MOBIL CORP

$55.7M