WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in MRK — Merck & Co., Inc.
CIK 1812177
HIGHLAND PARK, IL
Position in MRK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,182,520
+$475,482 QoQ
Shares Held
48,113
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.36%
of 13F equity value
Holder Rank
#947
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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $32,090,304 across 8 Drug Manufacturers - General names. MRK ranks #4 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
50,139 | $7,857,784 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
54,276 | $6,857,229 | |
| 3 | GSK |
GSK plc
|
119,866 | $6,283,375 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
48,113 | $6,182,520 | |
| 5 | PFE |
Pfizer Inc
|
119,517 | $2,877,969 | |
| 6 | ABBV |
AbbVie Inc.
|
3,250 | $817,830 | |
| 7 | LLY |
ELI LILLY & Co
|
568 | $681,276 | |
| 8 | JNJ |
Johnson & Johnson
|
2,096 | $532,321 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,182,520 | 48,113 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,707,038 | 47,444 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,967,429 | 47,192 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,917,013 | 46,670 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,843,455 | 48,553 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,287,386 | 47,765 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,639,747 | 46,640 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,189,464 | 45,698 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,836,427 | 47,144 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,901,034 | 59,879 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,598,653 | 60,527 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,275,523 | 60,957 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,930,208 | 60,059 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,471,703 | 60,830 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,555,924 | 59,089 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,204,059 | 60,428 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,332,806 | 58,493 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,785,894 | 58,329 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,359,206 | 56,879 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,370,951 | 58,194 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,398,982 | 56,564 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,313,419 | 55,953 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,535,889 | 55,451 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $4,748,723 | 57,248 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,484,677 | 57,994 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $4,547,152 | 59,100 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||