Merck & Co., Inc.
CH ˙ SWX ˙ US58933Y1055
SecurityCH:MRK / Merck & Co., Inc.
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership23,392 shares
Latest Disclosed Value $ 2,633,059
Cornerstone Wealth Group, LLC reports 4.70% increase in ownership of MRK / Merck & Co., Inc.

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 23,392 shares of Merck & Co., Inc. (CH:MRK) valued at $2,633,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 22,341 shares of Merck & Co., Inc.. This represents a change in shares of 4.70% 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)
2026-04-22 2026-03-31 13F MERCK COM 58933Y105 23,392 1,051 4.70 2,633 11.99 0.1683
2026-01-26 2025-12-31 13F MERCK COM 58933Y105 22,341 1,287 6.11 2,352 33.05 0.1608
2025-10-30 2025-09-30 13F MERCK COM 58933Y105 21,054 -504 -2.34 1,767 3.58 0.1193
2025-07-28 2025-06-30 13F MERCK COM 58933Y105 21,558 409 1.93 1,707 -10.12 0.1280
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 21,149 -99,340 -82.45 1,898 -84.16 0.1571
2025-01-22 2024-12-31 13F MERCK COM 58933Y105 120,489 57,081 90.02 11,986 66.47 0.9784
2024-10-25 2024-09-30 13F MERCK COM 58933Y105 63,408 834 1.33 7,201 -7.05 0.5955
2024-07-24 2024-06-30 13F MERCK COM 58933Y105 62,574 2,422 4.03 7,747 -2.41 0.6891
2024-04-17 2024-03-31 13F MERCK COM 58933Y105 60,152 16,699 38.43 7,937 67.55 0.7299
2024-02-13 2023-12-31 13F/A-1 MERCK COM 58933Y105 43,453 5,685 15.05 4,737 21.84 0.6786
2024-01-29 2023-12-31 13F MERCK COM 58933Y105 43,453 5,685 4,737 0.6786
2023-10-18 2023-09-30 13F MERCK COM 58933Y105 37,768 1,225 3.35 3,888 -7.78 0.6897
2023-08-02 2023-06-30 13F MERCK COM 58933Y105 36,543 32,863 893.02 4,217 978.26 0.7643
2023-04-25 2023-03-31 13F MERCK COM 58933Y105 3,680 -66 -1.76 391 -5.78 0.0696
2023-01-25 2022-12-31 13F MERCK COM 58933Y105 3,746 -536 -12.52 416 12.47 0.0786
2022-10-19 2022-09-30 13F MERCK COM 58933Y105 4,282 -42 -0.97 369 -6.35 0.0815
2022-07-20 2022-06-30 13F MERCK COM 58933Y105 4,324 -75 -1.70 394 9.14 0.0824
2022-04-25 2022-03-31 13F MERCK COM 58933Y105 4,399 -1,384 -23.93 361 -18.51 0.0663
2022-01-25 2021-12-31 13F MERCK COM 58933Y105 5,783 -62,155 -91.49 443 -91.32 0.0758
2021-10-29 2021-09-30 13F MERCK COM 58933Y105 67,938 23,355 52.39 5,103 48.56 0.9015
2021-07-21 2021-06-30 13F MERCK COM 58933Y105 44,583 41,810 1,507.75 3,435 1,461.36 0.7009
2021-04-26 2021-03-31 13F MERCK & CO. COM 58933Y105 2,773 2,773 220 0.0447
2020-10-27 2020-09-30 13F MERCK & CO. COM 58933Y105 0 -31,887 -100.00 0 -100.00
2020-07-27 2020-06-30 13F MERCK & CO. COM 58933Y105 31,887 1,418 4.65 2,466 5.20 0.6189
2020-05-06 2020-03-31 13F MERCK & CO. COM 58933Y105 30,469 -1,679 -5.22 2,344 -19.84 0.8263
2020-01-28 2019-12-31 13F MERCK COM 58933Y105 32,148 -983 -2.97 2,924 4.84 0.7904
2019-11-05 2019-09-30 13F MERCK COM 58933Y105 33,131 11,493 53.11 2,789 53.75 0.6997
2019-08-08 2019-06-30 13F MERCK COM 58933Y105 21,638 21,638 1,814 0.4890
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.