Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionSimplicity Wealth,LLC
Latest Disclosed Ownership44,258 shares
Latest Disclosed Value $ 5,323,834
Simplicity Wealth,LLC reports 6.06% increase in ownership of 6MK / Merck & Co., Inc.

On April 30, 2026 - Simplicity Wealth,LLC filed a 13F-HR form disclosing ownership of 44,258 shares of Merck & Co., Inc. (BG:6MK) valued at $5,323,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 41,730 shares of Merck & Co., Inc.. This represents a change in shares of 6.06% 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)
2026-04-30 2026-03-31 13F MERCK COM 58933Y105 44,258 2,528 6.06 5,324 21.20 0.3017
2026-01-30 2025-12-31 13F MERCK COM 58933Y105 41,730 -709 -1.67 4,392 23.34 0.2619
2025-10-30 2025-09-30 13F MERCK COM 58933Y105 42,439 -43,336 -50.52 3,562 -47.55 0.2063
2025-07-22 2025-06-30 13F MERCK COM 58933Y105 85,775 52,381 156.86 6,790 126.53 0.2826
2025-04-15 2025-03-31 13F MERCK COM 58933Y105 33,394 30,335 991.66 2,997 885.86 0.2330
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 3,059 -25,062 -89.12 304 -90.48 0.0635
2024-10-10 2024-09-30 13F MERCK COM 58933Y105 28,121 -163,086 -85.29 3,193 -86.51 0.2958
2024-07-10 2024-06-30 13F MERCK COM 58933Y105 191,207 90,811 90.45 23,671 78.69 0.5349
2024-04-24 2024-03-31 13F MERCK COM 58933Y105 100,396 93,881 1,441.00 13,247 1,765.77 0.3156
2024-01-29 2023-12-31 13F MERCK COM 58933Y105 6,515 6,515 710 0.2749
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.