Apriem Advisors

SEC CIK: 0001425165
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Apriem Advisors, 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): 10,808
Value: $1.39M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Apriem Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,808	$1.39M	0.1%	+231+2.2%	Added	Holders
Q1 2026	10,577	$1.27M	0.1%	+210+2.0%	Added	Holders
Q4 2025	10,367	$1.09M	0.1%	−122−1.2%	Reduced	Holders
Q3 2025	10,489	$880.3K	0.1%	−215−2.0%	Reduced	Holders
Q2 2025	10,704	$847.4K	0.1%	+36+0.3%	Added	Holders
Q1 2025	10,668	$957.6K	0.1%	−570−5.1%	Reduced	Holders
Q4 2024	11,238	$1.12M	0.1%	+1,632+17.0%	Added	Holders
Q3 2024	9,606	$1.09M	0.1%	−115−1.2%	Reduced	Holders
Q2 2024	9,721	$1.20M	0.1%	−19−0.2%	Reduced	Holders
Q1 2024	9,740	$1.29M	0.2%	−78−0.8%	Reduced	Holders
Q4 2023	9,818	$1.07M	0.1%	+41+0.4%	Added	Holders
Q3 2023	9,777	$1.01M	0.1%	−45−0.5%	Reduced	Holders
Q2 2023	9,822	$1.13M	0.2%	−134−1.3%	Reduced	Holders
Q1 2023	9,956	$1.06M	0.2%	−142−1.4%	Reduced	Holders
Q4 2022	10,098	$1.12M	0.2%	−560−5.3%	Reduced	Holders
Q3 2022	10,658	$918.0K	0.2%	−297−2.7%	Reduced	Holders
Q2 2022	10,955	$999.0K	0.2%	−498−4.3%	Reduced	Holders
Q1 2022	11,453	$940.0K	0.1%	−127−1.1%	Reduced	Holders
Q4 2021	11,580	$887.0K	0.1%	+53+0.5%	Added	Holders
Q3 2021	11,527	$866.0K	0.1%	−208−1.8%	Reduced	Holders
Q2 2021	11,735	$913.0K	0.1%	+425+3.8%	Added	Holders
Q1 2021	11,310	$872.0K	0.1%	–	–	Holders

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