BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MRK holding history

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

MRK overview All 13F holders of MRK Full Q2 2026 holdings

Shares (Q2 2026): 49,526
Value: $6.36M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRK by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49,526	$6.36M	0.1%	+298+0.6%	Added	Holders
Q1 2026	49,228	$5.92M	0.1%	+58+0.1%	Added	Holders
Q4 2025	49,170	$5.18M	0.1%	−3,500−6.6%	Reduced	Holders
Q3 2025	52,670	$4.42M	0.1%	−607−1.1%	Reduced	Holders
Q2 2025	53,277	$4.22M	0.1%	−557−1.0%	Reduced	Holders
Q1 2025	53,834	$4.83M	0.1%	+3,014+5.9%	Added	Holders
Q4 2024	50,820	$5.06M	0.1%	−4,536−8.2%	Reduced	Holders
Q3 2024	55,356	$6.29M	0.1%	−1,630−2.9%	Reduced	Holders
Q2 2024	56,986	$7.05M	0.2%	+2,298+4.2%	Added	Holders
Q1 2024	54,688	$7.22M	0.2%	−3,447−5.9%	Reduced	Holders
Q4 2023	58,135	$6.34M	0.2%	−2,775−4.6%	Reduced	Holders
Q3 2023	60,910	$6.27M	0.2%	−17,808−22.6%	Reduced	Holders
Q2 2023	78,718	$9.08M	0.3%	+18,024+29.7%	Added	Holders
Q1 2023	60,694	$6.46M	0.2%	+2,237+3.8%	Added	Holders
Q4 2022	58,457	$6.49M	0.2%	−1,230−2.1%	Reduced	Holders
Q3 2022	59,687	$5.14M	0.2%	+1,535+2.6%	Added	Holders
Q2 2022	58,152	$5.30M	0.2%	+17,677+43.7%	Added	Holders
Q1 2022	40,475	$3.32M	0.1%	+3,322+8.9%	Added	Holders
Q4 2021	37,153	$2.85M	0.1%	+1,549+4.4%	Added	Holders
Q3 2021	35,604	$2.67M	0.1%	+854+2.5%	Added	Holders
Q2 2021	34,750	$2.70M	0.1%	−855−2.4%	Reduced	Holders
Q1 2021	35,605	$2.75M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.