Compound Planning, Inc.

Position in MRK — Merck & Co., Inc.

CIK 1978879 NEW YORK, NY

Position in MRK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$13,016,535

+$1,761,963 QoQ

Shares Held

101,296

+8.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#651

of 3,768 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $102,536,389 across 14 Drug Manufacturers - General names. MRK ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	124,737	$31,388,818
2	JNJ	Johnson & Johnson	65,795	$16,709,955
3	LLY	ELI LILLY & Co	10,900	$13,073,787
4	MRK	Merck & Co., Inc. This page	101,296	$13,016,535
5	PFE	Pfizer Inc	242,706	$5,844,359
6	GILD	Gilead Sciences, Inc.	40,613	$5,131,046
7	NVS	Novartis AG	30,759	$4,820,549
8	AMGN	Amgen Inc	8,559	$3,099,384

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,016,535	101,296	+8.3%	Shares	Other	2026-08-04
2026-03-31	$11,254,572	93,562	+48.7%	Shares	Sole	2026-05-14
2025-12-31	$6,624,537	62,935	+60.6%	Shares	Sole	2026-02-19
2025-09-30	$3,288,629	39,183	+18.3%	Shares	Sole	2025-11-10
2025-06-30	$2,621,304	33,114	-6.0%	Shares	Sole	2025-08-14
2025-03-31	$3,163,680	35,246	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$3,433,751	34,517	+11.3%	Shares	Sole	2025-01-17
2024-09-30	$3,522,404	31,018	-4.0%	Shares	Sole	2024-10-08
2024-06-30	$3,998,740	32,300	+14.9%	Shares	Sole	2024-07-26
2024-03-31	$3,708,982	28,109	+3.7%	Shares	Sole	2024-05-07
2023-12-31	$2,954,114	27,097	+17.8%	Shares	Sole	2024-02-08
2023-09-30	$2,368,879	23,010	+9.0%	Shares	Sole	2023-11-09
2023-06-30	$2,435,767	21,109	+1.9%	Shares	Sole	2023-08-03
2023-03-31	$2,203,443	20,711	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.