Goldstone Financial Group, LLC

Position in MRK — Merck & Co., Inc.

CIK 2040021 OAKBROOK TERRACE, IL

Position in MRK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$564,243

+$28,231 QoQ

Shares Held

4,391

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,599

of 3,778 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $6,133,464 across 6 Drug Manufacturers - General names. MRK ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	13,814	$3,476,154
2	NVS	Novartis AG	5,430	$850,989
3	LLY	ELI LILLY & Co	473	$567,330
4	MRK	Merck & Co., Inc. This page	4,391	$564,243
5	AMGN	Amgen Inc	960	$347,635
6	JNJ	Johnson & Johnson	1,288	$327,113

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,243	4,391	-1.5%	Shares	Sole	2026-08-11
2026-03-31	$536,012	4,456	+0.3%	Shares	Sole	2026-04-24
2025-12-31	$467,670	4,443	+6.5%	Shares	Sole	2026-02-13
2025-09-30	$350,239	4,173	-0.6%	Shares	Sole	2025-10-17
2025-06-30	$332,234	4,197	-0.4%	Shares	Sole	2025-07-08
2025-03-31	$378,069	4,212	+2.0%	Shares	Sole	2025-04-16
2024-12-31	$410,752	4,129	+5.5%	Shares	Sole	2025-01-15
2024-09-30	$444,246	3,912	-2.2%	Shares	Sole	2024-10-28
2024-06-30	$495,447	4,002	+2.4%	Shares	Sole	2025-01-15
2024-03-31	$515,528	3,907	+8.8%	Shares	Sole	2025-01-15
2023-12-31	$391,490	3,591	-0.6%	Shares	Sole	2025-01-15
2023-09-30	$371,855	3,612	+0.9%	Shares	Sole	2025-01-15
2023-06-30	$412,980	3,579	-3.4%	Shares	Sole	2025-01-15
2023-03-31	$394,068	3,704	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.