Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionDrive Wealth Management, Llc
Latest Disclosed Ownership9,012 shares
Latest Disclosed Value $ 1,091,255
Drive Wealth Management, Llc reports 13.66% increase in ownership of 6MK / Merck & Co., Inc.

On April 14, 2026 - Drive Wealth Management, Llc filed a 13F-HR form disclosing ownership of 9,012 shares of Merck & Co., Inc. (BG:6MK) valued at $1,091,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,929 shares of Merck & Co., Inc.. This represents a change in shares of 13.66% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-14 2026-03-31 13F MERCK COM 58933Y105 9,012 1,083 13.66 1,091 29.73 0.1633
2026-02-04 2025-12-31 13F MERCK COM 58933Y105 7,929 2,550 47.41 842 84.84 0.1643
2025-10-31 2025-09-30 13F MERCK COM 58933Y105 5,379 1,281 31.26 456 38.72 0.0966
2025-07-30 2025-06-30 13F MERCK COM 58933Y105 4,098 67 1.66 328 -9.89 0.0720
2025-05-07 2025-03-31 13F MERCK COM 58933Y105 4,031 -3,867 -48.96 364 -53.98 0.0856
2025-01-22 2024-12-31 13F MERCK COM 58933Y105 7,898 350 4.64 791 -8.34 0.1939
2024-11-07 2024-09-30 13F/A-1 MERCK COM 58933Y105 7,548 -1,828 -19.50 863 -26.05 0.2248
2024-11-07 2024-09-30 13F MERCK COM 58933Y105 7,548 -1,828 863 0.1559
2024-08-01 2024-06-30 13F MERCK COM 58933Y105 9,376 1,148 13.95 1,167 6.87 0.3148
2024-04-22 2024-03-31 13F MERCK COM 58933Y105 8,228 -1,650 -16.70 1,092 0.74 0.3060
2024-01-22 2023-12-31 13F MERCK COM 58933Y105 9,878 -1,275 -11.43 1,085 -6.23 0.3499
2023-10-11 2023-09-30 13F MERCK COM 58933Y105 11,153 47 0.42 1,156 -10.32 0.4223
2023-07-14 2023-06-30 13F MERCK COM 58933Y105 11,106 160 1.46 1,289 9.98 0.4781
2023-04-13 2023-03-31 13F MERCK COM 58933Y105 10,946 171 1.59 1,173 -2.58 0.4909
2023-01-27 2022-12-31 13F MERCK COM 58933Y105 10,775 6,952 181.85 1,204 262.35 0.6016
2022-11-15 2022-09-30 13F MERCK COM 58933Y105 3,823 1,032 36.98 332 29.69 0.3156
2022-11-15 2022-06-30 13F MERCK COM 58933Y105 2,791 2,791 256 0.2338
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.