Bernardo Wealth Planning LLC

SEC CIK: 0001765595
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Bernardo Wealth Planning 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): 17,399
Value: $2.24M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Bernardo Wealth Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,399	$2.24M	0.4%	+335+2.0%	Added	Holders
Q1 2026	17,064	$2.05M	0.4%	−109−0.6%	Reduced	Holders
Q4 2025	17,173	$1.81M	0.3%	+59+0.3%	Added	Holders
Q3 2025	17,114	$1.44M	0.3%	+110+0.6%	Added	Holders
Q2 2025	17,004	$1.35M	0.3%	+132+0.8%	Added	Holders
Q1 2025	16,872	$1.51M	0.4%	+70.0%	Added	Holders
Q4 2024	16,865	$1.67M	0.4%	−271−1.6%	Reduced	Holders
Q3 2024	17,136	$1.88M	0.5%	−56−0.3%	Reduced	Holders
Q2 2024	17,192	$2.13M	0.6%	+10+0.1%	Added	Holders
Q1 2024	17,182	$2.27M	0.6%	−481−2.7%	Reduced	Holders
Q4 2023	17,663	$1.93M	0.6%	+842+5.0%	Added	Holders
Q3 2023	16,821	$1.73M	0.7%	+14+0.1%	Added	Holders
Q2 2023	16,807	$1.94M	0.8%	−975−5.5%	Reduced	Holders
Q1 2023	17,782	$1.89M	0.8%	−1,339−7.0%	Reduced	Holders
Q4 2022	19,121	$2.12M	1.0%	+8,329+77.2%	Added	Holders
Q3 2022	10,792	$1.03M	0.6%	−84−0.8%	Reduced	Holders
Q2 2022	10,876	$991.0K	0.6%	−98−0.9%	Reduced	Holders
Q1 2022	10,974	$900.0K	0.4%	+574+5.5%	Added	Holders
Q4 2021	10,400	$797.0K	0.4%	−10.0%	Reduced	Holders
Q3 2021	10,401	$781.0K	0.5%	+109+1.1%	Added	Holders
Q2 2021	10,292	$800.0K	0.5%	+163+1.6%	Added	Holders
Q1 2021	10,129	$780.0K	0.5%	–	–	Holders

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