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Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Castle Wealth Management 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2022
Holdings of MRK by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,049−100.0%Sold outHolders
Q1 20253,049$276.1K0.1%−453−12.9%ReducedHolders
Q4 20243,502$351.1K0.1%−272−7.2%ReducedHolders
Q3 20243,774$431.4K0.2%+15+0.4%AddedHolders
Q2 20243,759$468.2K0.2%+102+2.8%AddedHolders
Q1 20243,657$485.3K0.3%−20−0.5%ReducedHolders
Q4 20233,677$403.6K0.2%+106+3.0%AddedHolders
Q3 20233,571$370.2K0.3%−86−2.4%ReducedHolders
Q2 20233,657$424.7K0.3%−748−17.0%ReducedHolders
Q1 20234,405$471.4K0.4%−16−0.4%ReducedHolders
Q4 20224,421$493.7K0.3%+10.0%AddedHolders
Q3 20224,420$384.0K0.2%−99−2.2%ReducedHolders
Q2 20224,519$415.0K0.2%–No prior filingHolders