Pinnacle Wealth Planning Services, Inc.
Position in MRK — Merck & Co., Inc.
CIK 1726752
MANSFIELD, OH
Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,627,067
+$44,773 QoQ
Shares Held
12,662
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,734
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, 2026Pinnacle Wealth Planning Services, Inc. holds $20,087,289 across 16 Drug Manufacturers - General names. MRK ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,225 | $5,067,592 | |
| 2 | ABBV |
AbbVie Inc.
|
13,739 | $3,457,281 | |
| 3 | JNJ |
Johnson & Johnson
|
12,008 | $3,049,671 | |
| 4 | AZN |
Astrazeneca PLC
|
10,147 | $1,924,074 | |
| 5 | MRK |
Merck & Co., Inc.
This page
|
12,662 | $1,627,067 | |
| 6 | NVS |
Novartis AG
|
6,438 | $1,008,963 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,465 | $943,128 | |
| 8 | NVO |
Novo Nordisk A S
|
18,951 | $908,510 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,627,067 | 12,662 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,582,294 | 13,154 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,405,642 | 13,354 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,181,986 | 14,083 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,127,871 | 14,248 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,195,603 | 13,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,204,503 | 12,108 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,739,625 | 15,319 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,899,587 | 15,344 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,034,537 | 15,419 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,691,445 | 15,515 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,629,389 | 15,827 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,914,204 | 16,589 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,839,695 | 17,292 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,893,694 | 17,068 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,332,964 | 15,478 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,392,530 | 15,274 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,170,197 | 14,262 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $962,751 | 12,562 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $800,747 | 10,661 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $811,452 | 10,434 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $572,393 | 7,425 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $889,656 | 10,876 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $834,974 | 10,066 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $717,080 | 9,273 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $709,309 | 9,219 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||