Palumbo Wealth Management LLC

Position in MRK — Merck & Co., Inc.

CIK 1846310 GREAT NECK, NY

Position in MRK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$631,963

+$47,354 QoQ

Shares Held

4,918

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,495

of 3,769 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 7% None 93%

Healthcare · as of Jun 30, 2026

Palumbo Wealth Management LLC holds $8,213,716 across 6 Drug Manufacturers - General names. MRK ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	20,038	$5,089,050
2	LLY	ELI LILLY & Co	1,196	$1,434,518
3	MRK	Merck & Co., Inc. This page	4,918	$631,963
4	AMGN	Amgen Inc	1,456	$527,246
5	ABBV	AbbVie Inc.	1,134	$285,359
6	NVS	Novartis AG	1,567	$245,580

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$631,963	4,918	+1.2%	Shares	Defined	2026-08-12
2026-03-31	$584,609	4,860	+5.7%	Shares	Defined	2026-05-12
2025-12-31	$483,774	4,596	+5.0%	Shares	Defined	2026-01-21
2025-09-30	$367,277	4,376	+3.1%	Shares	Defined	2025-11-10
2025-06-30	$336,113	4,246	+6.9%	Shares	Sole	2025-07-15
2025-03-31	$356,526	3,972	+8.2%	Shares	Sole	2025-04-22
2024-12-31	$365,290	3,672	+0.6%	Shares	Sole	2025-01-30
2024-09-30	$414,494	3,650	-0.1%	Shares	Sole	2024-10-28
2024-06-30	$452,117	3,652	-1.4%	Shares	Sole	2024-08-02
2024-03-31	$488,610	3,703	-6.0%	Shares	Sole	2024-04-15
2023-12-31	$429,647	3,941	-0.6%	Shares	Sole	2024-01-22
2023-09-30	$408,093	3,964	-4.2%	Shares	Sole	2023-10-16
2023-06-30	$477,483	4,138	-66.3%	Shares	Sole	2023-07-26
2023-03-31	$1,304,979	12,266	-4.9%	Shares	Sole	2023-05-04
2022-12-31	$1,430,922	12,897	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$1,111,981	12,912	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$1,154,029	12,658	+3.0%	Shares	Sole	2022-08-12
2022-03-31	$1,008,804	12,295	+2.5%	Shares	Sole	2022-05-10
2021-12-31	$918,990	11,991	+9.2%	Shares	Sole	2022-02-16
2021-09-30	$825,083	10,985	+6.7%	Shares	Sole	2021-11-12
2021-06-30	$800,408	10,292	+6.7%	Shares	Sole	2021-08-16
2021-03-31	$743,918	9,650	+8.5%	Shares	Sole	2021-05-17
2020-12-31	$727,201	8,890	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.