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Williams Jones Wealth Management, LLC.: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones Wealth Management, LLC. on MRK, newest first. How the timeline and the estimate are built.

Williams Jones Wealth Management, LLC. held 57,783 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,783 shares
    Change vs previous 13F +949 shares

    0.08% of the 13F portfolio, value $7,425,116.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,834 shares
    Change vs previous 13F +1,523 shares

    0.08% of the 13F portfolio, value $6,836,562.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,311 shares
    Change vs previous 13F +2,116 shares

    0.07% of the 13F portfolio, value $5,822,036.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,195 shares
    Change vs previous 13F -4,011 shares

    0.05% of the 13F portfolio, value $4,464,656.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,206 shares
    Change vs previous 13F -20,868 shares

    0.05% of the 13F portfolio, value $4,528,427.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,074 shares
    Change vs previous 13F -19,318 shares

    0.09% of the 13F portfolio, value $7,007,922.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 97,392 shares
    Change vs previous 13F -20,747 shares

    0.12% of the 13F portfolio, value $9,688,556.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 118,139 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,415,865.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).