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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Bogart Wealth, 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)
7,849
Value
$1.01M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,849$1.01M<0.1%+565+7.8%AddedHolders
Q1 20267,284$876.2K<0.1%+104+1.4%AddedHolders
Q4 20257,180$755.7K<0.1%+1,002+16.2%AddedHolders
Q3 20256,178$518.5K<0.1%−749−10.8%ReducedHolders
Q2 20256,927$548.3K<0.1%+287+4.3%AddedHolders
Q1 20256,640$596.0K<0.1%−63,616−90.5%ReducedHolders
Q4 202470,256$6.99M0.3%+10,821+18.2%AddedHolders
Q3 202459,435$6.75M0.3%+1,164+2.0%AddedHolders
Q2 202458,271$7.21M0.4%+104+0.2%AddedHolders
Q1 202458,167$7.68M0.4%−543−0.9%ReducedHolders
Q4 202358,710$6.40M0.4%−287−0.5%ReducedHolders
Q3 202358,997$6.07M0.4%−520−0.9%ReducedHolders
Q2 202359,517$6.87M0.4%+111+0.2%AddedHolders
Q1 202359,406$6.32M0.4%+3,452+6.2%AddedHolders
Q4 202255,954$6.21M0.4%+4,337+8.4%AddedHolders
Q3 202251,617$4.45M0.4%+47,817+1,258.3%AddedHolders
Q2 20223,800$346.0K<0.1%+282+8.0%AddedHolders
Q1 20223,518$289.0K<0.1%−122−3.4%ReducedHolders
Q4 20213,640$279.0K<0.1%00.0%UnchangedHolders
Q3 20213,640$273.0K<0.1%−414−10.2%ReducedHolders
Q2 20214,054$315.0K<0.1%−26−0.6%ReducedHolders
Q1 20214,080$315.0K<0.1%––Holders

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