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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Perigon 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)
81,333
Value
$10.5M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MRK by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681,333$10.5M0.2%+1,124+1.4%AddedHolders
Q1 202680,209$9.65M0.2%+1,081+1.4%AddedHolders
Q4 202579,128$8.33M0.1%+3,639+4.8%AddedHolders
Q3 202575,489$6.34M0.1%+14,081+22.9%AddedHolders
Q2 202561,408$4.86M0.1%−6,663−9.8%ReducedHolders
Q1 202568,071$6.11M0.2%−7,655−10.1%ReducedHolders
Q4 202475,726$7.63M0.2%−4,971−6.2%ReducedHolders
Q3 202480,697$9.16M0.2%−23,264−22.4%ReducedHolders
Q2 2024103,961$12.9M0.4%−57,935−35.8%ReducedHolders
Q1 2024161,896$21.4M0.6%+1,906+1.2%AddedHolders
Q4 2023159,990$17.4M0.6%+44,738+38.8%AddedHolders
Q3 2023115,252$11.9M0.5%+1,478+1.3%AddedHolders
Q2 2023113,774$13.1M0.5%+55,228+94.3%AddedHolders
Q1 202358,546$6.23M0.4%−53,304−47.7%ReducedHolders
Q4 2022111,850$12.4M0.8%+17,555+18.6%AddedHolders
Q3 202294,295$8.12M0.7%+1,282+1.4%AddedHolders
Q2 202293,013$8.48M0.7%+6,808+7.9%AddedHolders
Q1 202286,205$7.07M0.5%+1,380+1.6%AddedHolders
Q4 202184,825$6.50M0.5%−1,766−2.0%ReducedHolders
Q3 202186,591$6.50M0.6%−2,415−2.7%ReducedHolders
Q2 202189,006$6.92M0.6%−11,181−11.2%ReducedHolders
Q1 2021100,187$7.72M0.8%––Holders

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