RMR Wealth Builders

SEC CIK: 0001803848
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by RMR Wealth Builders, 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): 18,454
Value: $2.37M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRK by RMR Wealth Builders, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,454	$2.37M	0.1%	+5,388+41.2%	Added	Holders
Q1 2026	13,066	$1.58M	0.1%	+1,056+8.8%	Added	Holders
Q4 2025	12,010	$1.26M	0.1%	+1,267+11.8%	Added	Holders
Q3 2025	10,743	$901.7K	0.1%	−639−5.6%	Reduced	Holders
Q2 2025	11,382	$901.0K	0.1%	−1,020−8.2%	Reduced	Holders
Q1 2025	12,402	$1.11M	0.1%	−14,234−53.4%	Reduced	Holders
Q4 2024	26,636	$2.65M	0.3%	+451+1.7%	Added	Holders
Q3 2024	26,185	$2.97M	0.3%	−369−1.4%	Reduced	Holders
Q2 2024	26,554	$3.29M	0.4%	+344+1.3%	Added	Holders
Q1 2024	26,210	$3.46M	0.4%	+4,754+22.2%	Added	Holders
Q4 2023	21,456	$2.34M	0.3%	+1,095+5.4%	Added	Holders
Q3 2023	20,361	$2.10M	0.3%	+4,047+24.8%	Added	Holders
Q2 2023	16,314	$1.89M	0.3%	+2,212+15.7%	Added	Holders
Q1 2023	14,102	$1.50M	0.3%	+988+7.5%	Added	Holders
Q4 2022	13,114	$1.46M	0.3%	−436−3.2%	Reduced	Holders
Q3 2022	13,550	$1.18M	0.3%	+4,395+48.0%	Added	Holders
Q2 2022	9,155	$841.0K	0.2%	−535−5.5%	Reduced	Holders
Q1 2022	9,690	$802.0K	0.2%	+656+7.3%	Added	Holders
Q4 2021	9,034	$699.0K	0.2%	+2,875+46.7%	Added	Holders
Q3 2021	6,159	$467.0K	0.1%	−2,751−30.9%	Reduced	Holders
Q2 2021	8,910	$699.0K	0.2%	−4,269−32.4%	Reduced	Holders
Q1 2021	13,179	$1.02M	0.3%	–	–	Holders

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