Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$252,759
+$16,630 QoQ
Shares Held
1,967
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,339
of 3,769 holders
Holding Since
Sep 2020
21 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, 2026Peak Planning Group, LLC holds $3,165,308 across 5 Drug Manufacturers - General names. MRK ranks #4 (8.0% of the industry book) .
All Filings in MRK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,759 | 1,967 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $236,129 | 1,963 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $206,099 | 1,958 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $203,520 | 2,571 | Shares | Sole | 2026-06-24 | |
| 2025-03-31 | $417,024 | 4,646 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $1,035,288 | 10,407 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $1,453,568 | 12,800 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $1,641,340 | 13,258 | Shares | Sole | 2026-05-26 | |
| 2024-03-31 | $1,417,802 | 10,745 | Shares | Sole | 2026-05-26 | |
| 2023-12-31 | $1,142,965 | 10,484 | Shares | Sole | 2026-05-26 | |
| 2023-09-30 | $1,037,324 | 10,076 | Shares | Sole | 2026-05-26 | |
| 2023-06-30 | $1,156,323 | 10,021 | Shares | Sole | 2026-05-26 | |
| 2023-03-31 | $1,048,792 | 9,858 | Shares | Sole | 2026-05-26 | |
| 2022-12-31 | $1,066,673 | 9,614 | Shares | Sole | 2026-05-26 | |
| 2022-09-30 | $779,644 | 9,053 | Shares | Sole | 2026-05-26 | |
| 2022-06-30 | $710,305 | 7,791 | Shares | Sole | 2026-05-26 | |
| 2021-12-31 | $546,979 | 7,137 | Shares | Sole | 2026-05-26 | |
| 2021-09-30 | $314,110 | 4,182 | Shares | Sole | 2026-05-26 | |
| 2021-03-31 | $253,705 | 3,449 | Shares | Sole | 2026-06-22 | |
| 2020-12-31 | $209,651 | 2,686 | Shares | Sole | 2026-06-03 | |
| 2020-09-30 | $207,872 | 2,506 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||