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IAM Advisory, LLC

SEC CIK
0001825292
Latest filing
Jul 14, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by IAM Advisory, 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)
23,515
Value
$3.02M
% of portfolio
0.6%
Quarters held
21
Since Q1 2021
Holdings of MRK by IAM Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,515$3.02M0.6%+278+1.2%AddedHolders
Q1 202623,237$2.80M0.6%+170+0.7%AddedHolders
Q4 202523,067$2.43M0.5%+486+2.2%AddedHolders
Q3 202522,581$1.90M0.4%+3,812+20.3%AddedHolders
Q2 202518,769$1.49M0.4%+663+3.7%AddedHolders
Q1 202518,106$1.63M0.4%+306+1.7%AddedHolders
Q4 202417,800$1.77M0.4%+374+2.1%AddedHolders
Q3 202417,426$1.98M0.5%+232+1.3%AddedHolders
Q2 202417,194$2.13M0.6%+138+0.8%AddedHolders
Q1 202417,056$2.25M0.6%+266+1.6%AddedHolders
Q4 202316,790$1.83M0.6%+494+3.0%AddedHolders
Q3 202316,296$1.68M0.6%+328+2.1%AddedHolders
Q2 202315,968$1.84M0.6%+682+4.5%AddedHolders
Q1 202315,286$1.63M0.6%+769+5.3%AddedHolders
Q4 202214,517$1.61M0.6%+477+3.4%AddedHolders
Q3 202214,040$1.21M0.5%+1,178+9.2%AddedHolders
Q2 202212,862$1.17M0.5%+524+4.2%AddedHolders
Q1 202212,338$1.01M0.4%+393+3.3%AddedHolders
Q4 202111,945$984.0K0.4%+1,398+13.3%AddedHolders
Q3 202110,547$843.0K0.4%+10,547NewHolders
Q2 20210$00.0%−9,369−100.0%Sold outHolders
Q1 20219,369$712.0K0.3%––Holders

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