Position in MRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,291,155
+$176,818 QoQ
Shares Held
17,830
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,504
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026PDS Planning, Inc holds $51,175,189 across 14 Drug Manufacturers - General names. MRK ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
108,761 | $27,368,618 | |
| 2 | LLY |
ELI LILLY & Co
|
7,599 | $9,114,469 | |
| 3 | JNJ |
Johnson & Johnson
|
19,261 | $4,891,716 | |
| 4 | MRK |
Merck & Co., Inc.
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|
17,830 | $2,291,155 | |
| 5 | NVS |
Novartis AG
|
9,632 | $1,509,527 | |
| 6 | AZN |
Astrazeneca PLC
|
6,926 | $1,313,308 | |
| 7 | AMGN |
Amgen Inc
|
3,399 | $1,230,845 | |
| 8 | PFE |
Pfizer Inc
|
31,747 | $764,467 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,291,155 | 17,830 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,114,337 | 17,577 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,770,367 | 16,819 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,336,081 | 15,919 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,234,341 | 15,593 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,505,005 | 16,767 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,579,245 | 15,875 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,535,104 | 13,518 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,691,603 | 13,664 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,665,209 | 12,620 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,367,546 | 12,544 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,224,384 | 11,893 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,367,717 | 11,853 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,217,314 | 11,442 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $856,423 | 7,719 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $625,403 | 7,262 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $660,526 | 7,245 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $525,612 | 6,406 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $364,346 | 4,754 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $358,274 | 4,770 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $378,039 | 4,861 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $326,707 | 4,238 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $435,830 | 5,328 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $416,740 | 5,024 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $379,458 | 4,907 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $322,993 | 4,198 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||