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PTM Wealth Management, LLC

SEC CIK
0002061027
Latest filing
Aug 6, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by PTM 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)
3,252
Value
$426.2K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of MRK by PTM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,252$426.2K0.2%+124+4.0%AddedHolders
Q1 20263,128$378.1K0.2%+4+0.1%AddedHolders
Q4 20253,124$335.7K0.2%+3,124NewHolders