Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionMoran Wealth Management, LLC
Latest Disclosed Ownership220,292 shares
Latest Disclosed Value $ 26,498,925
Moran Wealth Management, LLC reports 7.04% decrease in ownership of 6MK / Merck & Co., Inc.

On April 27, 2026 - Moran Wealth Management, LLC filed a 13F-HR form disclosing ownership of 220,292 shares of Merck & Co., Inc. (BG:6MK) valued at $26,498,925 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 236,969 shares of Merck & Co., Inc.. This represents a change in shares of -7.04% 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)
2026-04-27 2026-03-31 13F MERCK COM 58933Y105 220,292 -16,677 -7.04 26,499 6.23 0.8113
2026-01-26 2025-12-31 13F MERCK COM 58933Y105 236,969 22,157 10.31 24,943 38.35 0.7647
2025-10-23 2025-09-30 13F MERCK COM 58933Y105 214,812 214,812 18,029 0.5436
2025-07-28 2025-06-30 13F MERCK COM 58933Y105 0 -118,147 -100.00 0 -100.00
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 118,147 -144,224 -54.97 10,605 -59.37 0.3566
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 262,371 2,123 0.82 26,101 -11.68 0.8327
2024-11-08 2024-09-30 13F MERCK COM 58933Y105 260,248 -93,556 -26.44 29,554 -32.53 0.9093
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 353,804 -872 -0.25 43,801 -6.41 1.4414
2024-05-15 2024-03-31 13F MERCK COM 58933Y105 354,676 -53,248 -13.05 46,799 5.23 1.5166
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 407,924 12,509 3.16 44,472 9.25 1.5821
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 395,415 99,080 33.44 40,708 19.05 1.5760
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 296,335 19,535 7.06 34,194 16.12 1.2832
2023-05-10 2023-03-31 13F MERCK COM 58933Y105 276,800 -7,872 -2.77 29,449 -6.76 1.1140
2023-02-13 2022-12-31 13F MERCK COM 58933Y105 284,672 284,672 31,584 1.1991
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.