Total Wealth Planning & Management, Inc.

Position in MRK — Merck & Co., Inc.

CIK 2058383 Ponte Vedra Beach, FL

Back to MRK Full portfolio

Position in MRK

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

Position Value

$1,082,869

+$20,228 QoQ

Shares Held

8,427

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#2,055

of 3,778 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MRK Over Time

Shares Held

Position Value (USD)

Derivatives in MRK

reported options exposure · as of Jun 30, 2025

CallValue

CallShares

PutValue

$387,884

PutShares

4,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Total Wealth Planning & Management, Inc. holds $8,212,636 across 6 Drug Manufacturers - General names. MRK ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	11,012	$2,771,059
2	GILD	Gilead Sciences, Inc.	10,348	$1,307,366
3	PFE	Pfizer Inc	49,290	$1,186,903
4	MRK	Merck & Co., Inc. This page	8,427	$1,082,869
5	JNJ	Johnson & Johnson	4,105	$1,042,546
6	GSK	GSK plc	15,679	$821,893

All Filings in MRK

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,082,869	8,427	-4.6%	Shares	Sole	2026-07-28
2026-03-31	$1,062,641	8,834	-12.2%	Shares	Sole	2026-05-05
2025-12-31	$1,059,231	10,063	-28.3%	Shares	Sole	2026-02-11
2025-06-30	$387,884	4,900	—	Put	Sole	2025-07-24
2025-06-30	$1,111,406	14,040	+588.9%	Shares	Sole	2025-07-24
2024-12-31	$202,740	2,038	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.