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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Bartlett & Co. 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)
117,498
Value
$15.2M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MRK by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026117,498$15.2M0.2%+161+0.1%AddedHolders
Q1 2026117,337$13.3M0.2%−7,448−6.0%ReducedHolders
Q4 2025124,785$13.2M0.2%−8,651−6.5%ReducedHolders
Q3 2025133,436$11.3M0.1%−6,292−4.5%ReducedHolders
Q2 2025139,728$11.2M0.2%−17,994−11.4%ReducedHolders
Q1 2025157,722$14.3M0.2%−27,601−14.9%ReducedHolders
Q4 2024185,323$18.6M0.3%−8,929−4.6%ReducedHolders
Q3 2024194,252$22.2M0.3%−12,924−6.2%ReducedHolders
Q2 2024207,176$25.8M0.4%−7,163−3.3%ReducedHolders
Q1 2024214,339$28.4M0.4%−662−0.3%ReducedHolders
Q4 2023215,001$23.5M0.4%+3,723+1.8%AddedHolders
Q3 2023211,278$21.9M0.4%−9,720−4.4%ReducedHolders
Q2 2023220,998$25.7M0.4%+38,871+21.3%AddedHolders
Q1 2023182,127$19.5M0.4%+7,624+4.4%AddedHolders
Q4 2022174,503$19.5M0.4%−328−0.2%ReducedHolders
Q3 2022174,831$15.2M0.3%+659+0.4%AddedHolders
Q2 2022174,172$16.0M0.3%−1,437−0.8%ReducedHolders
Q1 2022175,609$14.5M0.3%−2,333−1.3%ReducedHolders
Q4 2021177,942$13.8M0.2%+17,419+10.9%AddedHolders
Q3 2021160,523$12.2M0.2%+6,697+4.4%AddedHolders
Q2 2021153,826$12.1M0.2%−3,491−2.2%ReducedHolders
Q1 2021157,317$12.2M0.2%––Holders

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