Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership13,154 shares
Latest Disclosed Value $ 1,582,295
Pinnacle Wealth Planning Services, Inc. reports 1.50% decrease in ownership of 6MK / Merck & Co., Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 13,154 shares of Merck & Co., Inc. (BG:6MK) valued at $1,582,295 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,354 shares of Merck & Co., Inc.. This represents a change in shares of -1.50% 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 13,154 -200 -1.50 1,582 12.60 0.1635
2026-02-13 2025-12-31 13F MERCK COM 58933Y105 13,354 -729 -5.18 1,406 18.97 0.1468
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 14,083 -165 -1.16 1,182 4.79 0.1385
2025-08-11 2025-06-30 13F MERCK COM 58933Y105 14,248 928 6.97 1,128 -5.69 0.1483
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 13,320 1,212 10.01 1,196 -0.75 0.1797
2025-02-27 2024-12-31 13F/A-1 MERCK COM 58933Y105 12,108 -3,211 -20.96 1,204 -30.76 0.1810
2025-02-06 2024-12-31 13F MERCK COM 58933Y105 12,108 -3,211 1,204 0.1682
2024-11-13 2024-09-30 13F MERCK Stock 58933Y105 15,319 -25 -0.16 1,740 -8.43 0.2363
2024-08-09 2024-06-30 13F MERCK Stock 58933Y105 15,344 -75 -0.49 1,900 -6.64 0.2714
2024-05-10 2024-03-31 13F MERCK Stock 58933Y105 15,419 -96 -0.62 2,035 20.28 0.2981
2024-02-08 2023-12-31 13F MERCK Stock 58933Y105 15,515 -312 -1.97 1,691 3.81 0.2657
2023-11-08 2023-09-30 13F MERCK Stock 58933Y105 15,827 -762 -4.59 1,629 -14.89 0.2686
2023-08-07 2023-06-30 13F MERCK Stock 58933Y105 16,589 -703 -4.07 1,914 4.08 0.3091
2023-05-03 2023-03-31 13F MERCK Stock 58933Y105 17,292 224 1.31 1,840 -2.85 0.3057
2023-02-13 2022-12-31 13F MERCK Stock 58933Y105 17,068 1,590 10.27 1,894 42.01 0.3364
2022-11-09 2022-09-30 13F MERCK Stock 58933Y105 15,478 204 1.34 1,333 -4.31 0.2464
2022-08-03 2022-06-30 13F MERCK Stock 58933Y105 15,274 1,012 7.10 1,393 19.06 0.2503
2022-04-20 2022-03-31 13F MERCK Stock 58933Y105 14,262 1,700 13.53 1,170 21.62 0.2132
2022-01-21 2021-12-31 13F MERCK Stock 58933Y105 12,562 1,901 17.83 962 20.10 0.1879
2021-10-29 2021-09-30 13F MERCK Stock 58933Y105 10,661 227 2.18 801 -1.23 0.1771
2021-08-02 2021-06-30 13F MERCK Stock 58933Y105 10,434 3,009 40.53 811 41.78 0.1886
2021-04-29 2021-03-31 13F MERCK Stock 58933Y105 7,425 -3,451 -31.73 572 -35.66 0.1467
2021-02-12 2020-12-31 13F MERCK Stock 58933Y105 10,876 810 8.05 889 6.47 0.2124
2020-11-03 2020-09-30 13F MERCK Stock 58933Y105 10,066 793 8.55 835 16.30 0.2757
2020-07-27 2020-06-30 13F MERCK Stock 58933Y105 9,273 54 0.59 718 1.41 0.2332
2020-05-11 2020-03-31 13F MERCK Stock 58933Y105 9,219 -488 -5.03 708 -19.73 0.3362
2020-02-07 2019-12-31 13F MERCK Stock 58933Y105 9,707 227 2.39 882 10.53 0.4149
2019-10-31 2019-09-30 13F MERCK Stock 58933Y105 9,480 2,548 36.76 798 37.35 0.4345
2019-08-06 2019-06-30 13F MERCK Stock 58933Y105 6,932 786 12.79 581 13.70 0.3506
2019-05-08 2019-03-31 13F MERCK Stock 58933Y105 6,146 -2,579 -29.56 511 -23.39 0.3430
2019-03-01 2018-12-31 13F MERCK Stock 58933Y105 8,725 -618 -6.61 667 0.60 0.4268
2019-02-28 2018-09-30 13F MERCK Stock 58933Y105 9,343 12 0.13 663 17.14 0.6062
2019-02-28 2018-06-30 13F MERCK Stock 58933Y105 9,331 346 3.85 566 15.75 0.5498
2019-02-28 2018-03-31 13F MERCK Stock 58933Y105 8,985 5,914 192.58 489 182.66 0.5030
2018-02-12 2017-12-31 13F MERCK & CO INC COM Stock 58933Y105 3,071 3,071 173 0.3524
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.