Waldron Private Wealth LLC

SEC CIK: 0001598180
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Waldron Private Wealth LLC, 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): 13,391
Value: $1.72M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Waldron Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,391	$1.72M	0.1%	−12−0.1%	Reduced	Holders
Q1 2026	13,403	$1.61M	0.1%	−291−2.1%	Reduced	Holders
Q4 2025	13,694	$1.44M	0.1%	−1,013−6.9%	Reduced	Holders
Q3 2025	14,707	$1.25M	0.1%	−165−1.1%	Reduced	Holders
Q2 2025	14,872	$1.19M	0.1%	−739−4.7%	Reduced	Holders
Q1 2025	15,611	$1.41M	0.1%	−14,926−48.9%	Reduced	Holders
Q4 2024	30,537	$3.04M	0.1%	−720−2.3%	Reduced	Holders
Q3 2024	31,257	$3.55M	0.1%	−33−0.1%	Reduced	Holders
Q2 2024	31,290	$3.90M	0.2%	−88−0.3%	Reduced	Holders
Q1 2024	31,378	$4.16M	0.2%	+1,578+5.3%	Added	Holders
Q4 2023	29,800	$3.27M	0.2%	−8,676−22.5%	Reduced	Holders
Q3 2023	38,476	$3.99M	0.2%	−826−2.1%	Reduced	Holders
Q2 2023	39,302	$4.56M	0.2%	−893−2.2%	Reduced	Holders
Q1 2023	40,195	$4.31M	0.2%	+4,211+11.7%	Added	Holders
Q4 2022	35,984	$3.12M	0.2%	00.0%	Unchanged	Holders
Q3 2022	35,984	$3.12M	0.2%	+999+2.9%	Added	Holders
Q2 2022	34,985	$3.21M	0.2%	+1,065+3.1%	Added	Holders
Q1 2022	33,920	$2.81M	0.1%	+868+2.6%	Added	Holders
Q4 2021	33,052	$2.56M	0.1%	+1,971+6.3%	Added	Holders
Q3 2021	31,081	$2.35M	0.1%	+2,283+7.9%	Added	Holders
Q2 2021	28,798	$2.26M	0.1%	+2,470+9.4%	Added	Holders
Q1 2021	26,328	$2.05M	0.1%	–	–	Holders

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