Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$315,082
+$23,139 QoQ
Shares Held
2,452
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#3,123
of 3,769 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $19,703,363 across 10 Drug Manufacturers - General names. MRK ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
13,230 | $15,868,460 | |
| 2 | JNJ |
Johnson & Johnson
|
4,722 | $1,199,246 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
17,382 | $1,001,550 | |
| 4 | ABBV |
AbbVie Inc.
|
2,977 | $749,132 | |
| 5 | MRK |
Merck & Co., Inc.
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|
2,452 | $315,082 | |
| 6 | AMGN |
Amgen Inc
|
742 | $268,693 | |
| 7 | PFE |
Pfizer Inc
|
6,735 | $162,178 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
824 | $104,104 |
All Filings in MRK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,082 | 2,452 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $291,943 | 2,427 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $253,992 | 2,413 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $192,787 | 2,297 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $189,113 | 2,389 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $232,837 | 2,594 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $287,596 | 2,891 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||