Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,895,489
+$1,045,481 QoQ
Shares Held
100,354
+1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#652
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $68,697,880 across 9 Drug Manufacturers - General names. MRK ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
61,376 | $15,444,656 | |
| 2 | MRK |
Merck & Co., Inc.
This page
|
100,354 | $12,895,489 | |
| 3 | JNJ |
Johnson & Johnson
|
45,393 | $11,528,460 | |
| 4 | AMGN |
Amgen Inc
|
28,579 | $10,349,027 | |
| 5 | LLY |
ELI LILLY & Co
|
6,678 | $8,009,794 | |
| 6 | PFE |
Pfizer Inc
|
237,765 | $5,725,381 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,492 | $3,888,889 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,643 | $460,256 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,895,489 | 100,354 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,850,008 | 98,512 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,745,647 | 111,587 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,204,603 | 109,670 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,027,457 | 101,408 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,329,548 | 92,798 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,098,069 | 81,404 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,856,657 | 77,991 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,091,050 | 97,666 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,977,282 | 98,350 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,337,005 | 58,127 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,148,688 | 59,725 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,074,907 | 61,313 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,557,454 | 61,636 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,897,753 | 71,183 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,260,924 | 72,700 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,561,869 | 71,974 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,387,074 | 65,656 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,536,858 | 59,197 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $4,361,938 | 58,074 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,470,886 | 70,347 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,546,758 | 46,008 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,908,079 | 60,001 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,870,623 | 70,773 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,353,944 | 69,235 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,660,099 | 60,568 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||