Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership44,554 shares
Latest Disclosed Value $ 5,359,382
180 Wealth Advisors, Llc reports 0.35% decrease in ownership of MRK / Merck & Co., Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 44,554 shares of Merck & Co., Inc. (MX:MRK) valued at $5,359,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 44,712 shares of Merck & Co., Inc.. This represents a change in shares of -0.35% 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)
2026-05-01 2026-03-31 13F MERCK COM 58933Y105 44,554 -158 -0.35 5,359 13.88 0.6092
2026-01-09 2025-12-31 13F MERCK COM 58933Y105 44,712 3,726 9.09 4,706 36.84 0.5359
2025-10-16 2025-09-30 13F MERCK COM 58933Y105 40,986 1,387 3.50 3,440 9.73 0.4191
2025-07-31 2025-06-30 13F MERCK COM 58933Y105 39,599 4,970 14.35 3,135 0.84 0.4372
2025-04-09 2025-03-31 13F MERCK COM 58933Y105 34,629 3,106 9.85 3,108 -0.86 0.4951
2025-01-14 2024-12-31 13F MERCK COM 58933Y105 31,523 2,177 7.42 3,136 -5.91 0.4913
2024-11-01 2024-09-30 13F MERCK COM 58933Y105 29,346 786 2.75 3,333 -9.53 0.5246
2024-07-16 2024-06-30 13F MERCK COM 58933Y105 28,560 87 0.31 3,683 -1.97 0.6007
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 28,473 972 3.53 3,757 20.65 0.6753
2024-01-25 2023-12-31 13F MERCK COM 58933Y105 27,501 -650 -2.31 3,114 7.45 0.6232
2023-11-01 2023-09-30 13F MERCK COM 58933Y105 28,151 1,345 5.02 2,898 -5.42 0.6523
2023-07-12 2023-06-30 13F MERCK COM 58933Y105 26,806 -4,224 -13.61 3,065 -7.18 0.6730
2023-04-07 2023-03-31 13F MERCK COM 58933Y105 31,030 -1,482 -4.56 3,301 -4.98 0.7681
2023-02-02 2022-12-31 13F MERCK COM 58933Y105 32,512 -1,578 -4.63 3,475 18.32 0.8171
2022-10-12 2022-09-30 13F MERCK COM 58933Y105 34,090 176 0.52 2,936 -6.32 0.8080
2022-07-11 2022-06-30 13F MERCK COM 58933Y105 33,914 2,441 7.76 3,134 16.07 0.8002
2022-04-22 2022-03-31 13F MERCK COM 58933Y105 31,473 2,966 10.40 2,700 18.42 0.5893
2022-01-26 2021-12-31 13F MERCK COM 58933Y105 28,507 1,176 4.30 2,280 6.49 0.5119
2021-10-28 2021-09-30 13F MERCK COM 58933Y105 27,331 1,664 6.48 2,141 10.93 0.4717
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 25,667 949 3.84 1,930 -1.38 0.4414
2021-05-25 2021-03-31 13F MERCK & CO. COM 58933Y105 24,718 859 3.60 1,957 -1.41 0.4852
2021-01-27 2020-12-31 13F MERCK & CO. COM 58933Y105 23,859 357 1.52 1,985 7.94 0.5727
2020-10-23 2020-09-30 13F MERCK & CO. COM 58933Y105 23,502 1,818 8.38 1,839 6.18 0.6895
2020-07-21 2020-06-30 13F MERCK & CO. COM 58933Y105 21,684 7,285 50.59 1,732 56.46 0.6882
2020-04-09 2020-03-31 13F MERCK & CO. COM 58933Y105 14,399 -453 -3.05 1,107 -18.60 0.5746
2020-01-17 2019-12-31 13F MERCK COM 58933Y105 14,852 -882 -5.61 1,360 2.49 0.5422
2019-10-22 2019-09-30 13F MERCK COM 58933Y105 15,734 -114 -0.72 1,327 0.08 0.5868
2019-08-05 2019-06-30 13F MERCK COM 58933Y105 15,848 1,635 11.50 1,326 19.78 0.5968
2019-05-14 2019-03-31 13F MERCK COM 58933Y105 14,213 -977 -6.43 1,107 2.69 0.5022
2019-01-15 2018-12-31 13F MERCK COM 58933Y105 15,190 -464 -2.96 1,078 -2.88 0.5032
2018-11-14 2018-09-30 13F MERCK COM 58933Y105 15,654 3,635 30.24 1,110 52.05 0.5132
2018-08-08 2018-06-30 13F MERCK COM 58933Y105 12,019 7,266 152.87 730 182.95 0.3617
2018-06-01 2018-03-31 13F MERCK COM 58933Y105 4,753 263 5.86 258 1.98 0.1340
2018-02-13 2017-12-31 13F MERCK COM 58933Y105 4,490 4,490 253 0.1288
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.