Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$605,054,971
+$61,737,520 QoQ
Shares Held
4,708,599
+4.2% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#58
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,476,062,154 across 7 Drug Manufacturers - General names. MRK ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
2,033,759 | $736,464,808 | |
| 2 | MRK |
Merck & Co., Inc.
This page
|
4,708,599 | $605,054,971 | |
| 3 | LLY |
ELI LILLY & Co
|
39,748 | $47,674,946 | |
| 4 | AZN |
Astrazeneca PLC
|
215,993 | $40,956,591 | |
| 5 | NVS |
Novartis AG
|
151,974 | $23,817,364 | |
| 6 | ABBV |
AbbVie Inc.
|
82,790 | $20,833,275 | |
| 7 | JNJ |
Johnson & Johnson
|
4,962 | $1,260,199 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,054,971 | 4,708,599 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $543,317,451 | 4,516,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $526,741,775 | 5,004,197 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $267,857,726 | 3,191,442 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $125,609,979 | 1,586,786 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $345,306 | 3,847 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $204,994,555 | 2,060,661 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $350,255,719 | 3,084,323 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $367,615,804 | 2,969,433 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $299,256,266 | 2,267,952 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $274,021,224 | 2,513,495 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $354,722,048 | 3,445,576 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $401,727,976 | 3,481,480 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $233,609,778 | 2,195,787 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $391,484,078 | 3,528,473 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $278,957,147 | 3,239,168 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $230,510,125 | 2,528,355 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $105,497,345 | 1,285,769 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $570,048 | 7,438 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,126,274 | 14,995 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,309,024 | 16,832 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,277,767 | 16,575 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,422,092 | 17,385 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $60,043,965 | 723,857 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $52,427,983 | 677,977 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $69,396,234 | 901,953 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||