Position in MRK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,469,140
+$88,572 QoQ
Shares Held
11,433
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,810
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, 2026Center for Financial Planning, Inc. holds $12,258,532 across 12 Drug Manufacturers - General names. MRK ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
17,400 | $4,378,536 | |
| 2 | JNJ |
Johnson & Johnson
|
15,794 | $4,011,202 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
11,433 | $1,469,140 | |
| 4 | LLY |
ELI LILLY & Co
|
995 | $1,193,432 | |
| 5 | AMGN |
Amgen Inc
|
1,349 | $488,499 | |
| 6 | PFE |
Pfizer Inc
|
13,544 | $326,139 | |
| 7 | NVO |
Novo Nordisk A S
|
3,079 | $147,607 | |
| 8 | AZN |
Astrazeneca PLC
|
528 | $100,119 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,140 | 11,433 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,380,568 | 11,477 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,274,698 | 12,110 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,008,167 | 12,012 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $923,718 | 11,669 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,386,612 | 15,448 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,472,801 | 14,805 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,667,060 | 14,680 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,877,179 | 15,163 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,975,027 | 14,968 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,640,096 | 15,044 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,546,514 | 15,022 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,642,345 | 14,233 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,497,864 | 14,079 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,496,382 | 13,487 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,342,180 | 15,585 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,406,935 | 15,432 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,414,377 | 17,238 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,185,314 | 15,466 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $854,150 | 11,372 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,095,779 | 14,090 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,084,425 | 14,067 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,103,972 | 13,496 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,119,493 | 13,496 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,036,222 | 13,400 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,067,311 | 13,872 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||