Kapstone Financial Advisors LLC

Position in MRK — Merck & Co., Inc.

CIK 1966087 LEBANON, OH

Position in MRK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,152,388

+$73,628 QoQ

Shares Held

8,968

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,998

of 3,769 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Kapstone Financial Advisors LLC holds $8,529,634 across 7 Drug Manufacturers - General names. MRK ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	15,264	$3,841,032
2	JNJ	Johnson & Johnson	8,363	$2,123,951
3	MRK	Merck & Co., Inc. This page	8,968	$1,152,388
4	NVS	Novartis AG	2,695	$422,360
5	LLY	ELI LILLY & Co	351	$420,999
6	BMY	Bristol Myers Squibb Co	5,977	$344,394
7	AZN	Astrazeneca PLC	1,184	$224,510

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,152,388	8,968	0.0%	Shares	Sole	2026-08-07
2026-03-31	$1,078,760	8,968	+4.6%	Shares	Sole	2026-04-22
2025-12-31	$902,604	8,575	+1.4%	Shares	Sole	2026-02-05
2025-09-30	$709,628	8,455	-11.0%	Shares	Sole	2025-11-07
2025-06-30	$752,178	9,502	+5.1%	Shares	Sole	2025-07-11
2025-03-31	$811,699	9,043	-4.4%	Shares	Sole	2025-04-11
2024-12-31	$941,379	9,463	-4.4%	Shares	Sole	2025-02-06
2024-09-30	$1,123,789	9,896	0.0%	Shares	Sole	2024-11-06
2024-06-30	$1,225,124	9,896	+2.7%	Shares	Sole	2024-08-02
2024-03-31	$1,271,866	9,639	-0.3%	Shares	Sole	2024-05-13
2023-12-31	$1,054,005	9,668	+3.7%	Shares	Sole	2024-02-05
2023-09-30	$960,214	9,327	0.0%	Shares	Sole	2023-11-03
2023-06-30	$1,076,242	9,327	+0.7%	Shares	Sole	2023-08-08
2023-03-31	$985,490	9,263	0.0%	Shares	Sole	2023-04-20
2022-12-31	$1,027,729	9,263	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.