Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionBrandywine Oak Private Wealth Llc
Latest Disclosed Ownership20,984 shares
Latest Disclosed Value $ 2,524,081
Brandywine Oak Private Wealth Llc reports 11.97% decrease in ownership of 6MK / Merck & Co., Inc.

On April 20, 2026 - Brandywine Oak Private Wealth Llc filed a 13F-HR form disclosing ownership of 20,984 shares of Merck & Co., Inc. (BG:6MK) valued at $2,524,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 23,838 shares of Merck & Co., Inc.. This represents a change in shares of -11.97% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 20,984 -2,854 -11.97 2,524 0.60 0.2122
2026-02-03 2025-12-31 13F MERCK COM 58933Y105 23,838 520 2.23 2,509 28.21 0.2106
2025-10-30 2025-09-30 13F MERCK COM 58933Y105 23,318 -294 -1.25 1,957 4.71 0.1700
2025-07-24 2025-06-30 13F MERCK COM 58933Y105 23,612 -174 -0.73 1,869 -12.46 0.1730
2025-05-07 2025-03-31 13F MERCK COM 58933Y105 23,786 -3,347 -12.34 2,135 -20.90 0.2094
2025-01-27 2024-12-31 13F MERCK COM 58933Y105 27,133 -719 -2.58 2,699 -14.64 0.2639
2024-11-07 2024-09-30 13F MERCK COM 58933Y105 27,852 412 1.50 3,163 -6.92 0.3060
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 27,440 -190 -0.69 3,397 -6.80 0.3488
2024-05-07 2024-03-31 13F MERCK COM 58933Y105 27,630 -211 -0.76 3,646 20.10 0.3799
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 27,841 -79 -0.28 3,035 5.60 0.3372
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 27,920 -214 -0.76 2,874 -11.46 0.3373
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 28,134 -419 -1.47 3,246 6.88 0.3633
2023-05-10 2023-03-31 13F MERCK COM 58933Y105 28,553 1,986 7.48 3,038 3.05 0.3545
2023-02-06 2022-12-31 13F MERCK COM 58933Y105 26,567 -920 -3.35 2,948 24.50 0.3666
2022-11-14 2022-09-30 13F MERCK &CO. INC COM COM 58933Y105 27,487 -1,742 -5.96 2,367 -11.15 0.3213
2022-07-22 2022-06-30 13F MERCK &CO. INC COM COM 58933Y105 29,229 293 1.01 2,664 12.22 0.3409
2022-05-02 2022-03-31 13F MERCK &CO. INC COM COM 58933Y105 28,936 -475 -1.62 2,374 5.32 0.2715
2022-02-07 2021-12-31 13F MERCK &CO. INC COM COM 58933Y105 29,411 -1,875 -5.99 2,254 -4.04 0.2462
2021-10-18 2021-09-30 13F MERCK &CO. INC COM COM 58933Y105 31,286 1,705 5.76 2,349 2.13 0.2728
2021-08-09 2021-06-30 13F MERCK &CO. INC COM COM 58933Y105 29,581 10,829 57.75 2,300 59.17 0.2685
2021-05-06 2021-03-31 13F MERCK &CO. INC COM COM 58933Y105 18,752 -220 -1.16 1,445 -6.83 0.2129
2021-02-08 2020-12-31 13F MERCK &CO. INC COM COM 58933Y105 18,972 992 5.52 1,551 4.02 0.2365
2020-10-16 2020-09-30 13F MERCK &CO. INC COM COM 58933Y105 17,980 -432 -2.35 1,491 4.78 0.2492
2020-08-06 2020-06-30 13F MERCK &CO. INC COM COM 58933Y105 18,412 -1,031 -5.30 1,423 -4.88 0.2529
2020-05-06 2020-03-31 13F MERCK & CO INC NEW COM COM 58933Y105 19,443 111 0.57 1,496 -14.90 0.3089
2020-01-28 2019-12-31 13F MERCK & CO INC NEW COM COM 58933Y105 19,332 1,142 6.28 1,758 14.83 0.3199
2019-10-30 2019-09-30 13F MERCK & CO INC NEW COM COM 58933Y105 18,190 1,154 6.77 1,531 7.21 0.2901
2019-07-22 2019-06-30 13F MERCK & CO INC NEW COM COM 58933Y105 17,036 -397 -2.28 1,428 -1.45 0.2855
2019-05-09 2019-03-31 13F MERCK & CO INC NEW COM COM 58933Y105 17,433 739 4.43 1,449 13.38 0.3021
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 16,694 16,694 1,278 0.2872
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.