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Livermore
Livermore
ZHEN

Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Wagner 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)
5,406
Value
$694.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,406$694.7K0.1%−485−8.2%ReducedHolders
Q1 20265,891$708.6K0.1%+366+6.6%AddedHolders
Q4 20255,525$581.5K0.1%+1,081+24.3%AddedHolders
Q3 20254,444$373.0K0.1%−387−8.0%ReducedHolders
Q2 20254,831$382.5K0.1%−747−13.4%ReducedHolders
Q1 20255,578$500.7K0.1%−154−2.7%ReducedHolders
Q4 20245,732$570.2K0.1%−203−3.4%ReducedHolders
Q3 20245,935$674.0K0.2%+83+1.4%AddedHolders
Q2 20245,852$724.5K0.2%−504−7.9%ReducedHolders
Q1 20246,356$838.6K0.3%+161+2.6%AddedHolders
Q4 20236,195$675.4K0.2%+227+3.8%AddedHolders
Q3 20235,968$614.5K0.2%+445+8.1%AddedHolders
Q2 20235,523$637.3K0.2%−14−0.3%ReducedHolders
Q1 20235,537$589.1K0.3%+259+4.9%AddedHolders
Q4 20225,278$585.6K0.4%+1,600+43.5%AddedHolders
Q3 20223,678$317.0K0.2%+103+2.9%AddedHolders
Q2 20223,575$326.0K0.3%+690+23.9%AddedHolders
Q1 20222,885$237.0K0.2%+2+0.1%AddedHolders
Q4 20212,883$221.0K0.2%+358+14.2%AddedHolders
Q3 20212,525$222.0K0.2%+5+0.2%AddedHolders
Q2 20212,520$196.0K0.1%+88+3.6%AddedHolders
Q1 20212,432$187.0K0.1%––Holders

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