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Able Wealth Management LLC

SEC CIK
0002011908
Latest filing
Jul 29, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Able 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)
2,577
Value
$280.7K
% of portfolio
0.1%
Quarters held
8
Since Q4 2023
Holdings of MRK by Able Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,577$280.7K0.1%+468+22.2%AddedHolders
Q1 20262,109$211.1K0.1%+207+10.9%AddedHolders
Q4 20251,902$200.2K0.1%+1,902NewHolders
Q1 20250$00.0%−2,014−100.0%Sold outHolders
Q4 20242,014$200.3K0.1%+68+3.5%AddedHolders
Q3 20241,946$221.1K0.2%00.0%UnchangedHolders
Q2 20241,946$241.0K0.2%+11+0.6%AddedHolders
Q1 20241,935$255.4K0.2%−10−0.5%ReducedHolders
Q4 20231,945$212.0K0.2%–No prior filingHolders