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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Mattern 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)
6,274
Value
$806.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,274$806.3K0.1%+341+5.7%AddedHolders
Q1 20265,933$713.7K0.1%−100−1.7%ReducedHolders
Q4 20256,033$635.1K0.1%+100+1.7%AddedHolders
Q3 20255,933$498.0K0.1%−1,600−21.2%ReducedHolders
Q2 20257,533$596.3K0.1%−50−0.7%ReducedHolders
Q1 20257,583$680.7K0.2%+244+3.3%AddedHolders
Q4 20247,339$730.1K0.2%−8,431−53.5%ReducedHolders
Q3 202415,770$1.79M0.4%−100−0.6%ReducedHolders
Q2 202415,870$1.96M0.5%+400+2.6%AddedHolders
Q1 202415,470$2.04M0.5%00.0%UnchangedHolders
Q4 202315,470$1.69M0.4%−633−3.9%ReducedHolders
Q3 202316,103$1.66M0.5%00.0%UnchangedHolders
Q2 202316,103$1.86M0.5%+12+0.1%AddedHolders
Q1 202316,091$1.71M0.6%−100−0.6%ReducedHolders
Q4 202216,191$1.80M0.7%+364+2.3%AddedHolders
Q3 202215,827$1.36M0.5%00.0%UnchangedHolders
Q2 202215,827$1.44M0.6%00.0%UnchangedHolders
Q1 202215,827$1.30M0.4%00.0%UnchangedHolders
Q4 202115,827$1.21M0.4%+317+2.0%AddedHolders
Q3 202115,510$1.17M0.4%−383−2.4%ReducedHolders
Q2 202115,893$1.24M0.4%−214−1.3%ReducedHolders
Q1 202116,107$1.24M0.4%––Holders

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