Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAcorn Wealth Advisors, LLC
Latest Disclosed Ownership6,087 shares
Latest Disclosed Value $ 732,158
Acorn Wealth Advisors, LLC reports 0.26% increase in ownership of MRK / Merck & Co., Inc.

On April 30, 2026 - Acorn Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 6,087 shares of Merck & Co., Inc. (MX:MRK) valued at $732,158 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,071 shares of Merck & Co., Inc.. This represents a change in shares of 0.26% 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 6,087 16 0.26 732 14.55 0.2135
2026-02-10 2025-12-31 13F MERCK COM 58933Y105 6,071 -222 -3.53 639 21.02 0.1904
2025-10-31 2025-09-30 13F MERCK COM 58933Y105 6,293 88 1.42 528 7.54 0.1655
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 6,205 -963 -13.43 491 -23.64 0.1827
2025-05-01 2025-03-31 13F MERCK COM 58933Y105 7,168 64 0.90 643 -8.92 0.2678
2025-02-04 2024-12-31 13F MERCK COM 58933Y105 7,104 -7 -0.10 707 -12.52 0.2918
2024-11-13 2024-09-30 13F MERCK COM 58933Y105 7,111 1,537 27.57 808 16.96 0.3470
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 5,574 27 0.49 690 -5.61 0.3410
2024-04-26 2024-03-31 13F MERCK COM 58933Y105 5,547 516 10.26 732 33.39 0.3820
2024-02-07 2023-12-31 13F MERCK COM 58933Y105 5,031 2 0.04 548 6.00 0.3251
2023-11-07 2023-09-30 13F MERCK COM 58933Y105 5,029 86 1.74 518 -9.30 0.3444
2023-08-02 2023-06-30 13F MERCK COM 58933Y105 4,943 -84 -1.67 570 6.74 0.3889
2023-05-09 2023-03-31 13F MERCK COM 58933Y105 5,027 -403 -7.42 535 -11.44 0.3947
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 5,430 -28 -0.51 603 28.30 0.4622
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 5,458 77 1.43 470 -4.28 0.3851
2022-08-08 2022-06-30 13F MERCK COM 58933Y105 5,381 22 0.41 491 11.59 0.3876
2022-05-03 2022-03-31 13F MERCK & CO. COM 58933Y105 5,359 24 0.45 440 7.58 0.3028
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 5,335 22 0.41 409 2.51 0.2594
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 5,313 18 0.34 399 -3.16 0.2791
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 5,295 23 0.44 412 1.48 0.2846
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 5,272 20 0.38 406 -5.58 0.2911
2021-02-16 2020-12-31 13F MERCK & CO. COM 58933Y105 5,252 212 4.21 430 2.87 0.3385
2020-11-04 2020-09-30 13F MERCK & CO. COM 58933Y105 5,040 -97 -1.89 418 5.29 0.3663
2020-08-19 2020-06-30 13F MERCK & CO. COM 58933Y105 5,137 20 0.39 397 -1.49 0.3695
2020-05-13 2020-03-31 13F MERCK COM 58933Y105 5,117 134 2.69 403 -9.84 0.4514
2020-02-07 2019-12-31 13F MERCK COM 58933Y105 4,983 0 0.00 447 5.67 0.3763
2019-11-21 2019-09-30 13F MERCK COM 58933Y105 4,983 149 3.08 423 1.44 0.3635
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 4,834 15 0.31 417 10.03 0.3816
2019-05-08 2019-03-31 13F MERCK COM 58933Y105 4,819 -27 -0.56 379 2.99 0.3421
2019-02-04 2018-12-31 13F MERCK COM 58933Y105 4,846 0 0.00 368 4.25 0.3770
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 4,846 102 2.15 353 23.00 0.3483
2018-08-10 2018-06-30 13F MERCK COM 58933Y105 4,744 0 0.00 287 1.06 0.2443
2018-05-14 2018-03-31 13F MERCK COM 58933Y105 4,744 -100 -2.06 284 2.90 0.2457
2018-02-14 2017-12-31 13F MERCK COM 58933Y105 4,844 4,844 276 0.2519
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.