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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Evercore 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 2026)
91,089
Value
$11.7M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MRK by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691,089$11.7M0.2%−708−0.8%ReducedHolders
Q1 202691,797$11.0M0.2%−1,303−1.4%ReducedHolders
Q4 202593,100$9.80M0.1%−1,445−1.5%ReducedHolders
Q3 202594,545$7.94M0.1%−1,413−1.5%ReducedHolders
Q2 202595,958$7.60M0.1%−5,065−5.0%ReducedHolders
Q1 2025101,023$9.07M0.1%−3,048−2.9%ReducedHolders
Q4 2024104,071$10.4M0.2%−629−0.6%ReducedHolders
Q3 2024104,700$11.9M0.2%−1,433−1.4%ReducedHolders
Q2 2024106,133$13.1M0.2%−1,124−1.0%ReducedHolders
Q1 2024107,257$14.2M0.2%−3,790−3.4%ReducedHolders
Q4 2023111,047$12.1M0.2%+1,030+0.9%AddedHolders
Q3 2023110,017$11.3M0.2%−4,339−3.8%ReducedHolders
Q2 2023114,356$13.2M0.2%+2,333+2.1%AddedHolders
Q1 2023112,023$11.9M0.2%−1,046−0.9%ReducedHolders
Q4 2022113,069$12.5M0.3%+116+0.1%AddedHolders
Q3 2022112,953$9.73M0.2%+1,905+1.7%AddedHolders
Q2 2022111,048$10.1M0.2%−835−0.7%ReducedHolders
Q1 2022111,883$9.18M0.2%−3,012−2.6%ReducedHolders
Q4 2021114,895$8.80M0.1%−1,020−0.9%ReducedHolders
Q3 2021115,915$8.71M0.2%−4,064−3.4%ReducedHolders
Q2 2021119,979$9.33M0.2%−6,902−5.4%ReducedHolders
Q1 2021126,881$9.78M0.2%––Holders

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