Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Beacon Financial Group, 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): 7,047
Value: $905.6K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,047	$905.6K	0.1%	+678+10.6%	Added	Holders
Q1 2026	6,369	$766.2K	0.1%	+19+0.3%	Added	Holders
Q4 2025	6,350	$668.4K	0.1%	−24−0.4%	Reduced	Holders
Q3 2025	6,374	$535.0K	0.1%	+73+1.2%	Added	Holders
Q2 2025	6,301	$498.8K	0.1%	−351−5.3%	Reduced	Holders
Q1 2025	6,652	$597.1K	0.1%	−3,440−34.1%	Reduced	Holders
Q4 2024	10,092	$1.00M	0.1%	−5,380−34.8%	Reduced	Holders
Q3 2024	15,472	$1.76M	0.2%	−701−4.3%	Reduced	Holders
Q2 2024	16,173	$2.00M	0.2%	−968−5.6%	Reduced	Holders
Q1 2024	17,141	$2.26M	0.3%	−445−2.5%	Reduced	Holders
Q4 2023	17,586	$1.92M	0.2%	−571−3.1%	Reduced	Holders
Q3 2023	18,157	$1.98M	0.3%	−841−4.4%	Reduced	Holders
Q2 2023	18,998	$2.16M	0.3%	−349−1.8%	Reduced	Holders
Q1 2023	19,347	$2.18M	0.3%	−8,288−30.0%	Reduced	Holders
Q4 2022	27,635	$3.07M	0.4%	−427−1.5%	Reduced	Holders
Q3 2022	28,062	$2.43M	0.4%	+47+0.2%	Added	Holders
Q2 2022	28,015	$2.59M	0.4%	−531−1.9%	Reduced	Holders
Q1 2022	28,546	$2.37M	0.3%	+21,223+289.8%	Added	Holders
Q4 2021	7,323	$563.0K	0.1%	−82−1.1%	Reduced	Holders
Q3 2021	7,405	$556.0K	0.1%	+105+1.4%	Added	Holders
Q2 2021	7,300	$556.0K	0.1%	+1,711+30.6%	Added	Holders
Q1 2021	5,589	$462.0K	0.1%	–	–	Holders

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