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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by JFS 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 overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
18,599
Value
$2.39M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,599$2.39M0.1%−620−3.2%ReducedHolders
Q1 202619,219$2.31M0.1%+735+4.0%AddedHolders
Q4 202518,484$1.95M0.1%−1,334−6.7%ReducedHolders
Q3 202519,818$1.66M0.1%+1,872+10.4%AddedHolders
Q2 202517,946$1.42M0.1%−454−2.5%ReducedHolders
Q1 202518,400$1.65M0.1%+153+0.8%AddedHolders
Q4 202418,247$1.82M0.1%−160−0.9%ReducedHolders
Q3 202418,407$2.09M0.1%+5,071+38.0%AddedHolders
Q2 202413,336$1.65M0.1%−451−3.3%ReducedHolders
Q1 202413,787$1.82M0.1%+109+0.8%AddedHolders
Q4 202313,678$1.49M0.1%+356+2.7%AddedHolders
Q3 202313,322$1.37M0.1%+1,232+10.2%AddedHolders
Q2 202312,090$1.40M0.1%−390−3.1%ReducedHolders
Q1 202312,480$1.33M0.1%+1,338+12.0%AddedHolders
Q4 202211,142$1.24M0.1%+207+1.9%AddedHolders
Q3 202210,935$942.0K0.1%+1,397+14.6%AddedHolders
Q2 20229,538$870.0K0.1%+230+2.5%AddedHolders
Q1 20229,308$764.0K0.1%+365+4.1%AddedHolders
Q4 20218,943$685.0K0.1%+1,204+15.6%AddedHolders
Q3 20217,739$581.0K0.1%+381+5.2%AddedHolders
Q2 20217,358$572.0K0.1%+52+0.7%AddedHolders
Q1 20217,306$563.0K0.1%––Holders

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