Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Personal Cfo Solutions, 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): 24,511
Value: $3.17M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,511	$3.17M	0.5%	+607+2.5%	Added	Holders
Q1 2026	23,904	$2.90M	0.4%	−535−2.2%	Reduced	Holders
Q4 2025	24,439	$2.57M	0.4%	−20.0%	Reduced	Holders
Q3 2025	24,441	$2.05M	0.4%	−652−2.6%	Reduced	Holders
Q2 2025	25,093	$1.99M	0.4%	−28,729−53.4%	Reduced	Holders
Q1 2025	53,822	$4.83M	1.0%	−406−0.7%	Reduced	Holders
Q4 2024	54,228	$5.39M	1.1%	−2,953−5.2%	Reduced	Holders
Q3 2024	57,181	$6.49M	0.9%	+5,874+11.4%	Added	Holders
Q2 2024	51,307	$6.35M	1.0%	+1,462+2.9%	Added	Holders
Q1 2024	49,845	$6.58M	1.0%	+6,448+14.9%	Added	Holders
Q4 2023	43,397	$4.73M	0.8%	−656−1.5%	Reduced	Holders
Q3 2023	44,053	$4.54M	0.9%	+589+1.4%	Added	Holders
Q2 2023	43,464	$5.02M	1.0%	−1,984−4.4%	Reduced	Holders
Q1 2023	45,448	$4.84M	1.0%	−948−2.0%	Reduced	Holders
Q4 2022	46,396	$5.15M	1.1%	−5,931−11.3%	Reduced	Holders
Q3 2022	52,327	$4.51M	1.1%	−2,612−4.8%	Reduced	Holders
Q2 2022	54,939	$5.01M	1.2%	+7,351+15.4%	Added	Holders
Q1 2022	47,588	$3.90M	0.8%	−489−1.0%	Reduced	Holders
Q4 2021	48,077	$3.69M	0.7%	+2,822+6.2%	Added	Holders
Q3 2021	45,255	$3.40M	0.7%	+51+0.1%	Added	Holders
Q2 2021	45,204	$3.52M	0.7%	+377+0.8%	Added	Holders
Q1 2021	44,827	$3.46M	0.7%	–	–	Holders

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