Lodestone Wealth Management LLC

Position in MRK — Merck & Co., Inc.

CIK 1950158 SPOKANE, WA

Position in MRK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,213,900

+$304,235 QoQ

Shares Held

32,793

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.96%

of 13F equity value

Holder Rank

#1,118

of 3,769 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $11,491,912 across 12 Drug Manufacturers - General names. MRK ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	13,415	$4,857,839
2	MRK	Merck & Co., Inc. This page	32,793	$4,213,900
3	JNJ	Johnson & Johnson	5,732	$1,455,756
4	LLY	ELI LILLY & Co	354	$424,597
5	GILD	Gilead Sciences, Inc.	886	$111,937
6	NVS	Novartis AG	641	$100,457
7	BMY	Bristol Myers Squibb Co	1,635	$94,208
8	PFE	Pfizer Inc	3,503	$84,352

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,213,900	32,793	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$3,909,665	32,502	+1.1%	Shares	Sole	2026-05-01
2025-12-31	$3,385,371	32,162	+5.6%	Shares	Sole	2026-01-15
2025-09-30	$2,557,010	30,466	-4.6%	Shares	Sole	2025-10-24
2025-06-30	$2,527,183	31,925	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$2,841,442	31,656	-7.8%	Shares	Other	2025-04-28
2024-12-31	$3,414,948	34,328	+6.7%	Shares	Other	2025-01-30
2024-09-30	$3,653,111	32,169	-3.5%	Shares	Other	2024-10-29
2024-06-30	$4,127,986	33,344	-2.7%	Shares	Other	2024-07-16
2024-03-31	$4,521,925	34,270	-0.8%	Shares	Sole	2024-04-30
2023-12-31	$3,765,223	34,537	+0.1%	Shares	Other	2024-01-25
2023-09-30	$3,550,745	34,490	-2.0%	Shares	Sole	2023-10-20
2023-06-30	$4,060,804	35,192	+13.5%	Shares	Sole	2023-07-25
2023-03-31	$3,298,408	31,003	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$3,438,340	30,990	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.