WealthPlan Investment Management, LLC

Position in MRK — Merck & Co., Inc.

CIK 1929986 OMAHA, NE

Position in MRK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,261,959

+$52,652 QoQ

Shares Held

33,167

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,114

of 3,769 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $62,244,544 across 10 Drug Manufacturers - General names. MRK ranks #6 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	55,333	$14,052,921
2	LLY	ELI LILLY & Co	10,779	$12,928,656
3	ABBV	AbbVie Inc.	47,636	$11,987,122
4	AZN	Astrazeneca PLC	42,598	$8,077,432
5	AMGN	Amgen Inc	13,358	$4,837,198
6	MRK	Merck & Co., Inc. This page	33,167	$4,261,959
7	GILD	Gilead Sciences, Inc.	18,742	$2,367,864
8	PFE	Pfizer Inc	66,572	$1,603,053

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,261,959	33,167	-5.2%	Shares	Sole	2026-07-28
2026-03-31	$4,209,307	34,993	+52.1%	Shares	Sole	2026-04-29
2025-12-31	$2,421,295	23,003	+63.4%	Shares	Sole	2026-02-05
2025-09-30	$1,181,230	14,074	+1.3%	Shares	Sole	2025-10-27
2025-06-30	$1,099,769	13,893	+468.7%	Shares	Sole	2025-07-28
2024-09-30	$277,426	2,443	+43.6%	Shares	Sole	2024-11-05
2024-06-30	$210,583	1,701	-37.0%	Shares	Sole	2024-08-09
2024-03-31	$356,396	2,701	+374.7%	Shares	Sole	2024-05-16
2023-06-30	$65,656	569	-66.5%	Shares	Sole	2023-08-14
2023-03-31	$180,756	1,699	-86.1%	Shares	Sole	2023-05-08
2022-12-31	$1,356,363	12,225	+4.2%	Shares	Other	2023-02-15
2022-09-30	$1,010,101	11,729	+1.7%	Shares	Other	2022-12-12
2022-03-31	$946,446	11,535	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.