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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Raffa 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)
1,691
Value
$217.3K
% of portfolio
<0.1%
Quarters held
49
Since Q4 2013
Holdings of MRK by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,691$217.3K<0.1%−16−0.9%ReducedHolders
Q1 20261,707$205.3K<0.1%+75+4.6%AddedHolders
Q4 20251,632$171.8K<0.1%+56+3.6%AddedHolders
Q3 20251,576$132.3K<0.1%+63+4.2%AddedHolders
Q2 20251,513$119.8K<0.1%+1,103+269.0%AddedHolders
Q1 2025410$36.8K<0.1%−84−17.0%ReducedHolders
Q4 2024494$49.1K<0.1%+10+2.1%AddedHolders
Q3 2024484$55.0K<0.1%−989−67.1%ReducedHolders
Q2 20241,473$182.4K0.1%00.0%UnchangedHolders
Q1 20241,473$194.4K0.1%+989+204.3%AddedHolders
Q4 2023484$52.8K<0.1%00.0%UnchangedHolders
Q3 2023484$49.8K<0.1%00.0%UnchangedHolders
Q2 2023484$55.8K<0.1%−150−23.7%ReducedHolders
Q1 2023634$67.5K<0.1%+2+0.3%AddedHolders
Q4 2022632$70.1K<0.1%−132−17.3%ReducedHolders
Q3 2022764$65.8K<0.1%00.0%UnchangedHolders
Q2 2022764$69.7K<0.1%00.0%UnchangedHolders
Q1 2022764$62.7K<0.1%+9+1.2%AddedHolders
Q4 2021755$57.9K<0.1%+62+8.9%AddedHolders
Q3 2021693$52.1K<0.1%00.0%UnchangedHolders
Q2 2021693$53.9K<0.1%−103−12.9%ReducedHolders
Q1 2021796$61.4K<0.1%+46+6.1%AddedHolders
Q4 2020750$61.4K<0.1%+58+8.4%Added–
Q3 2020692$57.4K<0.1%−12−1.7%Reduced–
Q2 2020704$54.4K<0.1%+15+2.2%Added–
Q1 2020689$53.0K<0.1%−668−49.2%Reduced–
Q4 20191,357$123.4K<0.1%00.0%Unchanged–
Q3 20191,357$114.2K<0.1%+1,357New–
Q2 20190$00.0%−299−100.0%Sold out–
Q1 2019299$24.9K<0.1%00.0%Unchanged–
Q4 2018299$22.8K<0.1%00.0%Unchanged–
Q3 2018299$21.2K<0.1%00.0%Unchanged–
Q2 2018299$18.1K<0.1%00.0%Unchanged–
Q1 2018299$16.3K<0.1%+199+199.0%Added–
Q4 2017100$5.63K<0.1%−84−45.7%Reduced–
Q3 2017184$11.8K<0.1%00.0%Unchanged–
Q2 2017184$11.8K<0.1%00.0%Unchanged–
Q1 2017184$11.7K<0.1%−61−24.9%Reduced–
Q4 2016245$14.4K<0.1%00.0%Unchanged–
Q3 2016245$15.3K<0.1%00.0%Unchanged–
Q2 2016245$14.1K<0.1%−700−74.1%Reduced–
Q1 2016945$50.0K<0.1%+84+9.8%Added–
Q4 2015861$45.5K<0.1%−150−14.8%Reduced–
Q3 20151,011$49.9K<0.1%+150+17.4%Added–
Q2 2015861$49.0K<0.1%+700+434.8%Added–
Q1 2015161$9.25K<0.1%00.0%Unchanged–
Q4 2014161$9.14K<0.1%00.0%Unchanged–
Q3 2014161$9.54K<0.1%+159+7,950.0%Added–
Q2 20142$116<0.1%+2New–
Q1 20140$00.0%−161−100.0%Sold out–
Q4 2013161$9.14K<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.