MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in MRK — Merck & Co., Inc.
CIK 1607355
GLASTONBURY, CT
Position in MRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$51,400
+$3,284 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,648
of 3,766 holders
Holding Since
Mar 2020
26 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $15,714,112 across 10 Drug Manufacturers - General names. MRK ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
32,538 | $8,263,675 | |
| 2 | ABBV |
AbbVie Inc.
|
20,810 | $5,236,628 | |
| 3 | LLY |
ELI LILLY & Co
|
705 | $845,598 | |
| 4 | NVS |
Novartis AG
|
5,120 | $802,406 | |
| 5 | PFE |
Pfizer Inc
|
12,734 | $306,634 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
3,000 | $172,860 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
400 | $51,400 | |
| 8 | AMGN |
Amgen Inc
|
50 | $18,106 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,400 | 400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $48,116 | 400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $147,364 | 1,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $117,502 | 1,400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $110,824 | 1,400 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $454,903 | 5,068 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $688,202 | 6,918 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $848,066 | 7,468 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,023,578 | 8,268 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,090,962 | 8,268 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,010,397 | 9,268 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,051,943 | 10,218 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,356,063 | 11,752 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,271,573 | 11,952 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,237,314 | 11,152 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $953,176 | 11,068 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,215,569 | 13,333 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $237,370 | 2,893 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $260,039 | 3,393 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $105,154 | 1,400 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $139,986 | 1,800 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $185,016 | 2,400 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,011,456 | 12,365 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $961,390 | 11,590 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $929,120 | 12,015 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,024,455 | 13,315 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||