CFM Wealth Partners LLC

SEC CIK: 0001801097
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by CFM Wealth Partners 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): 8,071
Value: $1.04M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRK by CFM Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,071	$1.04M	0.1%	00.0%	Unchanged	Holders
Q1 2026	8,071	$970.9K	0.1%	−100−1.2%	Reduced	Holders
Q4 2025	8,171	$860.1K	0.1%	−600−6.8%	Reduced	Holders
Q3 2025	8,771	$736.1K	0.1%	−1,687−16.1%	Reduced	Holders
Q2 2025	10,458	$827.9K	0.1%	−3,802−26.7%	Reduced	Holders
Q1 2025	14,260	$1.28M	0.2%	−3,699−20.6%	Reduced	Holders
Q4 2024	17,959	$1.79M	0.3%	−663−3.6%	Reduced	Holders
Q3 2024	18,622	$2.11M	0.4%	−854−4.4%	Reduced	Holders
Q2 2024	19,476	$2.41M	0.4%	+385+2.0%	Added	Holders
Q1 2024	19,091	$2.52M	0.5%	−195−1.0%	Reduced	Holders
Q4 2023	19,286	$2.10M	0.5%	−194−1.0%	Reduced	Holders
Q3 2023	19,480	$2.01M	0.5%	+93+0.5%	Added	Holders
Q2 2023	19,387	$2.24M	0.5%	−168−0.9%	Reduced	Holders
Q1 2023	19,555	$2.08M	0.6%	+701+3.7%	Added	Holders
Q4 2022	18,854	$2.09M	0.6%	−50.0%	Reduced	Holders
Q3 2022	18,859	$1.62M	0.5%	+4,779+33.9%	Added	Holders
Q2 2022	14,080	$1.28M	0.4%	+472+3.5%	Added	Holders
Q1 2022	13,608	$1.12M	0.3%	+63+0.5%	Added	Holders
Q4 2021	13,545	$1.04M	0.2%	+1,597+13.4%	Added	Holders
Q3 2021	11,948	$897.0K	0.2%	+204+1.7%	Added	Holders
Q2 2021	11,744	$913.0K	0.2%	+83+0.7%	Added	Holders
Q1 2021	11,661	$899.0K	0.3%	–	–	Holders

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