Planned Solutions, Inc.

Position in MRK — Merck & Co., Inc.

CIK 1831332 FOLSOM, CA

Position in MRK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$886,136

+$77,066 QoQ

Shares Held

6,896

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#2,227

of 3,778 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Planned Solutions, Inc. holds $4,908,125 across 5 Drug Manufacturers - General names. MRK ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,835	$2,200,954
2	JNJ	Johnson & Johnson	4,312	$1,095,118
3	MRK	Merck & Co., Inc. This page	6,896	$886,136
4	AMGN	Amgen Inc	1,041	$376,966
5	GILD	Gilead Sciences, Inc.	2,762	$348,951

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$886,136	6,896	+2.5%	Shares	Sole	2026-07-13
2026-03-31	$809,070	6,726	+1.4%	Shares	Sole	2026-04-09
2025-12-31	$698,505	6,636	+13.6%	Shares	Sole	2026-01-28
2025-09-30	$490,151	5,840	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$462,056	5,837	+68.6%	Shares	Sole	2025-07-29
2025-03-31	$310,838	3,463	-2.8%	Shares	Sole	2025-04-09
2024-12-31	$354,447	3,563	-10.9%	Shares	Sole	2025-01-17
2024-09-30	$454,353	4,001	-1.3%	Shares	Sole	2024-10-09
2024-06-30	$501,637	4,052	-1.1%	Shares	Sole	2024-07-24
2024-03-31	$540,599	4,097	0.0%	Shares	Sole	2024-04-26
2023-12-31	$446,654	4,097	0.0%	Shares	Sole	2024-01-18
2023-09-30	$421,786	4,097	+0.8%	Shares	Sole	2024-02-07
2023-06-30	$468,944	4,064	+1.3%	Shares	Sole	2023-07-11
2023-03-31	$426,943	4,013	0.0%	Shares	Sole	2023-04-12
2022-12-31	$445,242	4,013	+5.8%	Shares	Sole	2023-01-25
2022-09-30	$326,653	3,793	0.0%	Shares	Sole	2022-10-20
2022-06-30	$345,807	3,793	+11.8%	Shares	Sole	2022-07-14
2022-03-31	$278,395	3,393	0.0%	Shares	Sole	2022-04-08
2021-12-31	$260,039	3,393	0.0%	Shares	Sole	2022-02-03
2021-06-30	$263,873	3,393	0.0%	Shares	Sole	2021-07-21
2021-03-31	$261,566	3,393	0.0%	Shares	Sole	2021-04-29
2020-12-31	$277,547	3,393	0.0%	Shares	Sole	2021-01-29
2020-09-30	$281,449	3,393	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.