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Capital Wealth Planning, LLC: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on MRK, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 4,708,599 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,708,599 shares
    Change vs previous 13F +191,869 shares

    3.02% of the 13F portfolio, value $605,054,950.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,516,730 shares
    Change vs previous 13F -487,467 shares

    3% of the 13F portfolio, value $543,317,430.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,004,197 shares
    Change vs previous 13F +1,812,755 shares

    3.43% of the 13F portfolio, value $529,233,035.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,191,442 shares
    Change vs previous 13F +1,604,656 shares

    1.89% of the 13F portfolio, value $267,857,705.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,586,786 shares
    Change vs previous 13F +1,582,939 shares

    0.99% of the 13F portfolio, value $125,610,004.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,847 shares
    Change vs previous 13F -2,056,814 shares

    <0.01% of the 13F portfolio, value $345,340.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,060,661 shares
    Change vs previous 13F -1,023,662 shares

    1.9% of the 13F portfolio, value $204,994,540.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,084,323 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $350,255,687.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).