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Merck & Co shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Merck & Co

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All positions including Merck & Co held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 8.8k 120.29
2025-12-31 $953k 9.1k 105.26

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Trust Ishare 0-1 (SHV)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)

View all positions for Larry Mathis Financial Planning

Top funds holding Merck & Co

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Wellington Management Company
Vanguard Portfolio Management
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
FMR
Bank of America Corporation
Northern Trust
Fisher Investments
Invesco
Goldman Sachs Group

View all funds holding Merck & Co