Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAngeles Wealth Management, Llc
Latest Disclosed Ownership37,583 shares
Latest Disclosed Value $ 4,552,654
Angeles Wealth Management, Llc reports 9.11% increase in ownership of MRK / Merck & Co., Inc.

On May 6, 2026 - Angeles Wealth Management, Llc filed a 13F-HR form disclosing ownership of 37,583 shares of Merck & Co., Inc. (MX:MRK) valued at $4,552,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,445 shares of Merck & Co., Inc.. This represents a change in shares of 9.11% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F MERCK COM 58933Y105 37,583 3,138 9.11 4,553 24.54 0.2477
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 34,445 1,098 3.29 3,655 30.63 0.2015
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 33,347 2,415 7.81 2,799 14.30 0.1716
2025-07-29 2025-06-30 13F MERCK COM 58933Y105 30,932 -1,903 -5.80 2,449 -16.93 0.1679
2025-05-07 2025-03-31 13F MERCK COM 58933Y105 32,835 -2,030 -5.82 2,947 -15.02 0.2449
2025-01-28 2024-12-31 13F MERCK COM 58933Y105 34,865 3,623 11.60 3,468 -2.23 0.2859
2024-10-29 2024-09-30 13F MERCK COM 58933Y105 31,242 3,830 13.97 3,548 4.54 0.3056
2024-08-07 2024-06-30 13F MERCK COM 58933Y105 27,412 1,030 3.90 3,394 -2.53 0.3185
2024-05-08 2024-03-31 13F MERCK COM 58933Y105 26,382 2,047 8.41 3,481 31.21 0.3482
2024-02-13 2023-12-31 13F MERCK COM 58933Y105 24,335 44 0.18 2,653 6.12 0.3232
2023-10-27 2023-09-30 13F MERCK COM 58933Y105 24,291 603 2.55 2,501 -8.53 0.3533
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 23,688 337 1.44 2,733 10.02 0.3726
2023-05-11 2023-03-31 13F MERCK COM 58933Y105 23,351 647 2.85 2,484 -1.39 0.3696
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 22,704 271 1.21 2,519 30.38 0.4409
2022-11-03 2022-09-30 13F MERCK COM 58933Y105 22,433 1,199 5.65 1,932 -0.21 0.3825
2022-08-04 2022-06-30 13F MERCK COM 58933Y105 21,234 6 0.03 1,936 11.14 0.3867
2022-05-16 2022-03-31 13F MERCK COM 58933Y105 21,228 21,228 1,742 0.3296
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.