Spartan Planning & Wealth Management

Position in MRK — Merck & Co., Inc.

CIK 1749283 GREENSBORO, NC

Position in MRK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$623,610

-$41,954 QoQ

Shares Held

4,853

-12.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#2,509

of 3,769 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Spartan Planning & Wealth Management holds $4,749,293 across 5 Drug Manufacturers - General names. MRK ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,490	$1,787,150
2	JNJ	Johnson & Johnson	5,209	$1,322,929
3	ABBV	AbbVie Inc.	2,630	$661,813
4	MRK	Merck & Co., Inc. This page	4,853	$623,610
5	AMGN	Amgen Inc	977	$353,791

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$623,610	4,853	-12.3%	Shares	Sole	2026-07-22
2026-03-31	$665,564	5,533	+15.7%	Shares	Sole	2026-04-16
2025-12-31	$503,458	4,783	+121.6%	Shares	Sole	2026-01-08
2023-12-31	$235,265	2,158	-6.5%	Shares	Sole	2024-03-12
2023-09-30	$237,505	2,307	-36.3%	Shares	Sole	2023-11-17
2022-12-31	$401,528	3,619	+38.4%	Shares	Sole	2023-02-01
2022-09-30	$225,203	2,615	-35.0%	Shares	Sole	2022-11-01
2022-06-30	$367,050	4,026	+134100.0%	Shares	Sole	2022-08-10
2022-03-31	$246	3	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.