Joel Isaacson & Co., LLC

SEC CIK: 0001599330
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Joel Isaacson & Co., 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): 43,718
Value: $5.62M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Joel Isaacson & Co., LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	43,718	$5.62M	0.2%	+206+0.5%	Added	Holders
Q1 2026	43,512	$5.23M	0.2%	+3,711+9.3%	Added	Holders
Q4 2025	39,801	$4.19M	0.1%	+1,309+3.4%	Added	Holders
Q3 2025	38,492	$3.23M	0.1%	+9,828+34.3%	Added	Holders
Q2 2025	28,664	$2.27M	0.1%	−784−2.7%	Reduced	Holders
Q1 2025	29,448	$2.64M	0.1%	+1,689+6.1%	Added	Holders
Q4 2024	27,759	$2.76M	0.1%	+372+1.4%	Added	Holders
Q3 2024	27,387	$3.11M	0.1%	+383+1.4%	Added	Holders
Q2 2024	27,004	$3.34M	0.2%	+2,207+8.9%	Added	Holders
Q1 2024	24,797	$3.27M	0.2%	+2,966+13.6%	Added	Holders
Q4 2023	21,831	$2.38M	0.1%	−142−0.6%	Reduced	Holders
Q3 2023	21,973	$2.26M	0.2%	+683+3.2%	Added	Holders
Q2 2023	21,290	$2.46M	0.2%	+844+4.1%	Added	Holders
Q1 2023	20,446	$2.18M	0.2%	−247−1.2%	Reduced	Holders
Q4 2022	20,693	$2.30M	0.2%	+1,720+9.1%	Added	Holders
Q3 2022	18,973	$1.63M	0.1%	+1,150+6.5%	Added	Holders
Q2 2022	17,823	$1.63M	0.1%	+893+5.3%	Added	Holders
Q1 2022	16,930	$1.46M	0.1%	+24+0.1%	Added	Holders
Q4 2021	16,906	$1.30M	0.1%	−218−1.3%	Reduced	Holders
Q3 2021	17,124	$1.29M	0.1%	−48−0.3%	Reduced	Holders
Q2 2021	17,172	$1.33M	0.1%	−952−5.3%	Reduced	Holders
Q1 2021	18,124	$1.40M	0.1%	–	–	Holders

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