Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAbound Wealth Management
Latest Disclosed Ownership1,706 shares
Latest Disclosed Value $ 205,237
Abound Wealth Management reports 9.78% increase in ownership of MRK / Merck & Co., Inc.

On April 10, 2026 - Abound Wealth Management filed a 13F-HR form disclosing ownership of 1,706 shares of Merck & Co., Inc. (MX:MRK) valued at $205,237 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 1,554 shares of Merck & Co., Inc.. This represents a change in shares of 9.78% 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)
2026-04-10 2026-03-31 13F MERCK COM 58933Y105 1,706 152 9.78 205 25.77 0.0466
2026-01-12 2025-12-31 13F MERCK COM 58933Y105 1,554 99 6.80 164 33.61 0.0383
2025-10-10 2025-09-30 13F MERCK COM 58933Y105 1,455 -1,465 -50.17 122 -47.19 0.0306
2025-07-14 2025-06-30 13F MERCK COM 58933Y105 2,920 510 21.16 231 6.94 0.0653
2025-04-17 2025-03-31 13F MERCK COM 58933Y105 2,410 1,455 152.36 216 129.79 0.0722
2025-01-13 2024-12-31 13F MERCK COM 58933Y105 955 -237 -19.88 95 -30.37 0.0305
2024-11-04 2024-09-30 13F MERCK COM 58933Y105 1,192 156 15.06 135 5.47 0.0450
2024-08-09 2024-06-30 13F MERCK COM 58933Y105 1,036 -69 -6.24 128 -11.72 0.0473
2024-08-08 2024-03-31 13F MERCK COM 58933Y105 1,105 -786 -41.57 146 -29.61 0.0556
2024-08-08 2023-12-31 13F MERCK COM 58933Y105 1,891 -24 -1.25 206 4.57 0.0827
2024-08-08 2023-09-30 13F MERCK COM 58933Y105 1,915 34 1.81 197 -9.22 0.0839
2024-08-08 2023-06-30 13F MERCK COM 58933Y105 1,881 176 10.32 217 19.89 0.0908
2024-08-07 2023-03-31 13F MERCK COM 58933Y105 1,705 141 9.02 181 4.62 0.0813
2024-08-07 2022-12-31 13F MERCK COM 58933Y105 1,564 -17 -1.08 174 27.21 0.0850
2024-08-07 2022-09-30 13F MERCK COM 58933Y105 1,581 1,581 136 0.0735
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.