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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Peak Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
1,967
Value
$252.7K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of MRK by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,967$252.7K0.1%+4+0.2%AddedHolders
Q1 20261,963$236.1K0.1%+5+0.3%AddedHolders
Q4 20251,958$206.1K0.1%+1,958NewHolders
Q3 20250$00.0%−2,571−100.0%Sold outHolders
Q2 20252,571$203.5K0.1%−2,075−44.7%ReducedHolders
Q1 20254,646$417.0K0.2%−5,761−55.4%ReducedHolders
Q4 202410,407$1.04M0.4%−2,393−18.7%ReducedHolders
Q3 202412,800$1.45M0.6%−458−3.5%ReducedHolders
Q2 202413,258$1.64M0.8%+2,513+23.4%AddedHolders
Q1 202410,745$1.42M0.9%+261+2.5%AddedHolders
Q4 202310,484$1.14M0.8%+408+4.0%AddedHolders
Q3 202310,076$1.04M0.8%+55+0.5%AddedHolders
Q2 202310,021$1.16M0.9%+163+1.7%AddedHolders
Q1 20239,858$1.05M0.9%+244+2.5%AddedHolders
Q4 20229,614$1.07M0.9%+561+6.2%AddedHolders
Q3 20229,053$779.6K0.7%+1,262+16.2%AddedHolders
Q2 20227,791$710.2K0.6%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20217,137$546.9K0.4%+2,955+70.7%AddedHolders
Q3 20214,182$314.1K0.3%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20213,449$265.9K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.