Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership13,921 shares
Latest Disclosed Value $ 1,683,568
Evermay Wealth Management Llc reports 0.60% decrease in ownership of 6MK / Merck & Co., Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 13,921 shares of Merck & Co., Inc. (BG:6MK) valued at $1,683,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 14,005 shares of Merck & Co., Inc.. This represents a change in shares of -0.60% 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)
2026-05-11 2026-03-31 13F MERCK COM 58933Y105 13,921 -84 -0.60 1,684 13.49 0.1866
2026-01-22 2025-12-31 13F MERCK COM 58933Y105 14,005 -1,288 -8.42 1,483 14.69 0.1665
2025-11-05 2025-09-30 13F MERCK COM 58933Y105 15,293 -977 -6.00 1,293 -0.39 0.1479
2025-07-30 2025-06-30 13F MERCK COM 58933Y105 16,270 305 1.91 1,298 -10.05 0.1598
2025-05-07 2025-03-31 13F MERCK COM 58933Y105 15,965 -484 -2.94 1,444 -12.33 0.1896
2025-01-24 2024-12-31 13F MERCK COM 58933Y105 16,449 -1,654 -9.14 1,647 -20.33 0.2494
2024-10-25 2024-09-30 13F MERCK COM 58933Y105 18,103 -433 -2.34 2,066 -10.37 0.3320
2024-08-01 2024-06-30 13F MERCK COM 58933Y105 18,536 157 0.85 2,305 -5.34 0.3697
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 18,379 1,013 5.83 2,436 27.96 0.3679
2024-02-12 2023-12-31 13F MERCK COM 58933Y105 17,366 549 3.26 1,904 9.30 0.3516
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 16,817 -300 -1.75 1,742 -12.29 0.3559
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 17,117 -440 -2.51 1,986 5.70 0.3822
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 17,557 2,029 13.07 1,879 8.37 0.3791
2023-01-19 2022-12-31 13F MERCK COM 58933Y105 15,528 -434 -2.72 1,733 25.13 0.3529
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 15,962 0 0.00 1,385 -5.46 0.2755
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 15,962 525 3.40 1,465 15.63 0.2844
2022-05-16 2022-03-31 13F MERCK COM 58933Y105 15,437 -1,252 -7.50 1,267 -0.94 0.2125
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 16,689 -456 -2.66 1,279 -0.70 0.2285
2021-11-12 2021-09-30 13F/A-1 MERCK COM 58933Y105 17,145 -3,910 -18.57 1,288 -21.32 0.2495
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 21,055 0 1,637 0.3032
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 21,055 -150 -0.71 1,637 0.12 0.3032
2021-05-10 2021-03-31 13F MERCK & CO. COM 58933Y105 21,205 1,394 7.04 1,635 0.86 0.3269
2021-02-16 2020-12-31 13F MERCK & CO. COM 58933Y105 19,811 -569 -2.79 1,621 -4.14 0.3574
2020-11-05 2020-09-30 13F MERCK & CO. COM 58933Y105 20,380 -120 -0.59 1,691 6.69 0.4153
2020-07-20 2020-06-30 13F MERCK & CO. COM 58933Y105 20,500 2,711 15.24 1,585 15.78 0.4171
2020-04-24 2020-03-31 13F MERCK & CO. COM 58933Y105 17,789 140 0.79 1,369 -14.70 0.4155
2020-02-11 2019-12-31 13F MERCK COM 58933Y105 17,649 -800 -4.34 1,605 3.35 0.3946
2019-10-29 2019-09-30 13F MERCK COM 58933Y105 18,449 325 1.79 1,553 2.17 0.4233
2019-07-23 2019-06-30 13F MERCK COM 58933Y105 18,124 -71 -0.39 1,520 0.46 0.4222
2019-05-03 2019-03-31 13F MERCK COM 58933Y105 18,195 -600 -3.19 1,513 5.36 0.4278
2019-01-24 2018-12-31 13F MERCK COM 58933Y105 18,795 1,061 5.98 1,436 14.15 0.4649
2018-10-29 2018-09-30 13F MERCK COM 58933Y105 17,734 -1,026 -5.47 1,258 10.45 0.3927
2018-08-03 2018-06-30 13F MERCK COM 58933Y105 18,760 -550 -2.85 1,139 8.27 0.3794
2018-05-04 2018-03-31 13F MERCK COM 58933Y105 19,310 6,835 54.79 1,052 49.86 0.3626
2018-02-07 2017-12-31 13F MERCK COM 58933Y105 12,475 7,257 139.08 702 110.18 0.2571
2017-10-23 2017-09-30 13F MERCK COM 58933Y105 5,218 1,723 49.30 334 49.11 0.1450
2017-08-01 2017-06-30 13F MERCK COM 58933Y105 3,495 0 0.00 224 0.90 0.0993
2017-05-10 2017-03-31 13F MERCK COM 58933Y105 3,495 0 0.00 222 7.77 0.0994
2017-02-01 2016-12-31 13F MERCK COM 58933Y105 3,495 -180 -4.90 206 -10.04 0.1008
2016-11-01 2016-09-30 13F MERCK COM 58933Y105 3,675 193 5.54 229 13.93 0.1153
2016-08-03 2016-06-30 13F MERCK COM 58933Y105 3,482 3,482 201 0.1050
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.