WealthPLAN Partners, LLC

Position in MRK — Merck & Co., Inc.

CIK 1639943 OMAHA, NE

Position in MRK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$771,513

+$55,308 QoQ

Shares Held

6,004

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,325

of 3,769 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $7,868,483 across 6 Drug Manufacturers - General names. MRK ranks #5 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	10,435	$2,650,176
2	ABBV	AbbVie Inc.	9,387	$2,362,144
3	LLY	ELI LILLY & Co	785	$941,552
4	AMGN	Amgen Inc	2,319	$839,756
5	MRK	Merck & Co., Inc. This page	6,004	$771,513
6	GILD	Gilead Sciences, Inc.	2,401	$303,342

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,513	6,004	+0.8%	Shares	Sole	2026-07-28
2026-03-31	$716,205	5,954	-44.4%	Shares	Sole	2026-04-29
2025-12-31	$1,126,387	10,701	+9.1%	Shares	Sole	2026-02-12
2025-09-30	$823,101	9,807	+7.5%	Shares	Sole	2025-10-27
2025-06-30	$722,492	9,127	-0.7%	Shares	Sole	2025-07-28
2025-03-31	$825,252	9,194	+0.9%	Shares	Sole	2025-05-12
2024-12-31	$906,659	9,114	-1.8%	Shares	Sole	2025-01-30
2024-09-30	$1,053,950	9,281	-6.5%	Shares	Sole	2024-11-05
2024-06-30	$1,228,715	9,925	-2.0%	Shares	Other	2024-08-09
2024-03-31	$1,336,785	10,131	-1.0%	Shares	Other	2024-05-07
2023-12-31	$1,115,928	10,236	+0.0%	Shares	Sole	2024-01-05
2023-09-30	$1,053,384	10,232	+12.4%	Shares	Other	2023-11-02
2023-06-30	$1,050,740	9,106	-6.8%	Shares	Sole	2023-07-31
2023-03-31	$1,039,217	9,768	-20.1%	Shares	Other	2023-05-10
2022-12-31	$1,356,363	12,225	+6.0%	Shares	Other	2023-02-16
2022-03-31	$946,446	11,535	-1.6%	Shares	Other	2022-05-03
2021-12-31	$898,067	11,718	+1.7%	Shares	Other	2022-02-01
2021-09-30	$865,792	11,527	+52.1%	Shares	Sole	2021-12-09
2021-06-30	$589,418	7,579	-7.6%	Shares	Other	2021-08-19
2021-03-31	$631,984	8,198	-2.6%	Shares	Other	2021-05-11
2020-12-31	$688,755	8,420	+0.9%	Shares	Other	2021-02-09
2020-09-30	$692,300	8,346	-2.7%	Shares	Other	2020-12-18
2020-06-30	$663,491	8,580	+6.1%	Shares	Other	2020-08-19
2020-03-31	$622,366	8,089	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.