SEC 13F Intelligence

Philip James Wealth Mangement, LLC / MRK

Philip James Wealth Mangement, LLC’s Merck & Co Inc Position

Does Philip James Wealth Mangement, LLC own Merck & Co Inc (MRK)? Yes — 184.6K shares worth $22M (+2.55% of its 13F portfolio) as of Q1 2026, down from 185.0K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
184.6K
% of Portfolio
+2.55%
Quarters Held
7
currently held

Position History MRK

Reported value by quarter
Q3 ’24: $5MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $15MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026184.6K$22M+2.55%
Q4 2025185.0K$19M+2.26%
Q3 2025192.0K$16M+1.88%
Q2 2025191.9K$15M+1.94%
Q1 202594.1K$8M+1.03%
Q4 202445.2K$4M+0.58%
Q3 202445.4K$5M+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Philip James Wealth Mangement, LLC’s full portfolio or all institutional holders of MRK.