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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by AE 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)
205,251
Value
$26.4M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026205,251$26.4M0.1%+61,169+42.5%AddedHolders
Q1 2026144,082$17.3M0.1%−8,425−5.5%ReducedHolders
Q4 2025152,507$16.1M0.1%−102,481−40.2%ReducedHolders
Q3 2025254,988$21.4M0.1%+15,398+6.4%AddedHolders
Q2 2025239,590$19.0M0.1%−184,984−43.6%ReducedHolders
Q1 2025424,574$38.1M0.3%−136,797−24.4%ReducedHolders
Q4 2024561,371$55.8M0.5%+61,222+12.2%AddedHolders
Q3 2024500,149$56.8M0.5%+92,811+22.8%AddedHolders
Q2 2024407,338$50.4M0.5%+19,072+4.9%AddedHolders
Q1 2024388,266$51.2M0.6%−189,530−32.8%ReducedHolders
Q4 2023577,796$69.8M0.4%+177,825+44.5%AddedHolders
Q3 2023399,971$41.2M0.2%−3,261−0.8%ReducedHolders
Q2 2023403,232$46.5M0.3%−99,297−19.8%ReducedHolders
Q1 2023502,529$53.5M0.3%+71,588+16.6%AddedHolders
Q4 2022430,941$47.8M0.3%+70,367+19.5%AddedHolders
Q3 2022360,574$31.1M0.2%+68,279+23.4%AddedHolders
Q2 2022292,295$26.6M0.2%+14,128+5.1%AddedHolders
Q1 2022278,167$22.8M0.2%+831+0.3%AddedHolders
Q4 2021277,336$21.3M0.1%+66,661+31.6%AddedHolders
Q3 2021210,675$15.8M0.1%+19,979+10.5%AddedHolders
Q2 2021190,696$14.8M0.1%+14,115+8.0%AddedHolders
Q1 2021176,581$13.6M0.1%––Holders

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