Position in MRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$888,063
+$17,284 QoQ
Shares Held
6,911
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,221
of 3,769 holders
Holding Since
Dec 2023
10 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, 2026Retirement Planning Group, LLC holds $14,111,185 across 9 Drug Manufacturers - General names. MRK ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
20,922 | $5,313,560 | |
| 2 | ABBV |
AbbVie Inc.
|
11,531 | $2,901,660 | |
| 3 | LLY |
ELI LILLY & Co
|
1,938 | $2,324,495 | |
| 4 | AMGN |
Amgen Inc
|
3,702 | $1,340,568 | |
| 5 | MRK |
Merck & Co., Inc.
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|
6,911 | $888,063 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
7,841 | $451,798 | |
| 7 | PFE |
Pfizer Inc
|
14,546 | $350,267 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,143 | $270,746 |
All Filings in MRK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,063 | 6,911 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $870,779 | 7,239 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $665,558 | 6,323 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $430,728 | 5,132 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $380,917 | 4,812 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $416,037 | 4,635 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $449,749 | 4,521 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $397,346 | 3,499 | Shares | Sole | 2024-10-10 | |
| 2024-03-31 | $247,802 | 1,878 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $201,577 | 1,849 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||