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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → MRK

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC MRK Position History

Merck & Co., Inc. • Healthcare

Quarters held
5
Latest value
$7M
Q3 2026
Peak value
$7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.9M
Q4 2025$5M
Q1 2026$5.7M
Q2 2026$6.2M
Q3 2026$7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7M48.2K——
Q2 2026$6.2M48.1K——
Q1 2026$5.7M47.4K——
Q4 2025$5M47.2K——
Q3 2025$3.9M46.7K——

Other funds holding MRK

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JPM-PM

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DSL

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DSL

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$27.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.8M
PDI

Pimco Ultra Short Government ETF

$26.6M