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Livermore
Livermore
ZHEN

Capstone Wealth Management Group, LLC

SEC CIK
0001923052
Latest filing
Jul 30, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Capstone Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
2,800
Value
$359.8K
% of portfolio
0.1%
Quarters held
15
Since Q4 2021
Holdings of MRK by Capstone Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,800$359.8K0.1%+2,800NewHolders
Q3 20250$00.0%−2,746−100.0%Sold outHolders
Q2 20252,746$217.4K0.2%+2,746NewHolders
Q1 20250$00.0%−3,490−100.0%Sold outHolders
Q4 20243,490$347.2K0.2%−924−20.9%ReducedHolders
Q3 20244,414$501.2K0.3%−1,478−25.1%ReducedHolders
Q2 20245,892$729.4K0.5%+1,416+31.6%AddedHolders
Q1 20244,476$590.6K0.4%+23+0.5%AddedHolders
Q4 20234,453$485.5K0.5%+800+21.9%AddedHolders
Q3 20233,653$376.1K0.4%+21+0.6%AddedHolders
Q2 20233,632$419.1K0.4%+19+0.5%AddedHolders
Q1 20233,613$384.3K0.4%−132−3.5%ReducedHolders
Q4 20223,745$415.5K0.4%+412+12.4%AddedHolders
Q3 20223,333$287.0K0.4%−961−22.4%ReducedHolders
Q2 20224,294$391.0K0.5%+280+7.0%AddedHolders
Q1 20224,014$329.0K0.3%+31+0.8%AddedHolders
Q4 20213,983$305.0K0.2%–No prior filingHolders