Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership29,595 shares
Latest Disclosed Value $ 3,584,461
Evoke Wealth, Llc reports 2.99% increase in ownership of 6MK / Merck & Co., Inc.

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 29,595 shares of Merck & Co., Inc. (BG:6MK) valued at $3,584,461 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 28,736 shares of Merck & Co., Inc.. This represents a change in shares of 2.99% 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)
2026-05-14 2026-03-31 13F MERCK COM 58933Y105 29,595 859 2.99 3,584 17.55 0.0644
2026-02-06 2025-12-31 13F MERCK COM 58933Y105 28,736 1,331 4.86 3,049 31.42 0.0569
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 27,405 1,609 6.24 2,320 12.57 0.0470
2025-08-07 2025-06-30 13F MERCK COM 58933Y105 25,796 8,047 45.34 2,062 28.33 0.0472
2025-05-13 2025-03-31 13F MERCK COM 58933Y105 17,749 -278 -1.54 1,607 -11.12 0.0419
2025-02-10 2024-12-31 13F MERCK COM 58933Y105 18,027 4,303 31.35 1,808 15.17 0.0503
2024-11-13 2024-09-30 13F MERCK COM 58933Y105 13,724 13,724 1,569 0.0426
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 0 -13,988 -100.00 0 -100.00
2024-05-15 2024-03-31 13F MERCK COM 58933Y105 13,988 -932 -6.25 1,856 13.45 0.0550
2024-02-12 2023-12-31 13F MERCK COM 58933Y105 14,920 499 3.46 1,637 9.43 0.0350
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 14,421 323 2.29 1,495 -8.67 0.0526
2023-08-09 2023-06-30 13F MERCK COM 58933Y105 14,098 -99,768 -87.62 1,637 95.35 0.0569
2023-05-08 2023-03-31 13F MERCK COM 58933Y105 113,866 -3,788 -3.22 838 -90.71 0.0305
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 117,654 110,551 1,556.40 9,025 180,380.00 0.0327
2022-11-07 2022-09-30 13F MERCK COM 58933Y105 7,103 990 16.19 5 0.00 0.0215
2022-08-04 2022-06-30 13F Merck COM 58933Y105 6,113 -213 -3.37 6 0.00 0.0208
2022-05-10 2022-03-31 13F Merck COM 58933Y105 6,326 111 1.79 5 25.00 0.0171
2022-02-09 2021-12-31 13F Merck COM 58933Y105 6,215 17 0.27 4 33.33 0.0127
2021-11-12 2021-09-30 13F Merck COM 58933Y105 6,198 0 0.00 4 -25.00 0.0148
2021-08-05 2021-06-30 13F MERCK COM 58933Y105 6,198 -315 -4.84 4 -20.00 0.0155
2021-05-13 2021-03-31 13F MERCK & CO. STOCK 58933Y105 6,513 1,540 30.97 5 25.00 0.0229
2021-02-12 2020-12-31 13F MERCK & CO. STOCK 58933Y105 4,973 50 1.02 4 -99.03 0.0277
2020-11-13 2020-09-30 13F MERCK & CO. STOCK 58933Y105 4,923 491 11.08 411 7.03 0.0333
2020-08-10 2020-06-30 13F MERCK & CO. STOCK 58933Y105 4,432 -630 -12.45 384 -90.20 0.0372
2020-05-07 2020-03-31 13F MERCK & CO. STOCK 58933Y105 5,062 -2,731 -35.04 3,918 -45.09 0.0558
2020-02-07 2019-12-31 13F MERCK STOCK 58933Y105 7,793 77 1.00 7,136 9.15 0.0907
2019-12-17 2019-09-30 13F/A-1 MERCK & CO INC STOCK 58933Y105 7,716 7,716 6,538 0.0804
2019-11-12 2019-09-30 13F MERCK & CO INC STOCK 58933Y105 7,716 6,538
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.