Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership92,740 shares
Latest Disclosed Value $ 11,155,664
Apollon Wealth Management, LLC reports 2.96% increase in ownership of MRK / Merck & Co., Inc.

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 92,740 shares of Merck & Co., Inc. (MX:MRK) valued at $11,155,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 90,075 shares of Merck & Co., Inc.. This represents a change in shares of 2.96% 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 92,740 2,665 2.96 11,156 17.66 0.1813
2026-01-22 2025-12-31 13F MERCK COM 58933Y105 90,075 791 0.89 9,481 26.53 0.1643
2025-10-17 2025-09-30 13F MERCK COM 58933Y105 89,284 -1,203 -1.33 7,494 4.62 0.1333
2025-07-25 2025-06-30 13F MERCK COM 58933Y105 90,487 -2,160 -2.33 7,163 -13.87 0.1414
2025-05-02 2025-03-31 13F MERCK COM 58933Y105 92,647 -5,068 -5.19 8,316 -14.45 0.1829
2025-01-28 2024-12-31 13F MERCK COM 58933Y105 97,715 -1,574 -1.59 9,721 -13.79 0.2241
2024-11-05 2024-09-30 13F MERCK COM 58933Y105 99,289 -5,538 -5.28 11,275 -13.12 0.3188
2024-07-19 2024-06-30 13F MERCK COM 58933Y105 104,827 3,625 3.58 12,978 -2.82 0.3951
2024-05-02 2024-03-31 13F MERCK COM 58933Y105 101,202 2,787 2.83 13,354 24.46 0.4204
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 98,415 22,991 30.48 10,729 38.19 0.3706
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 75,424 437 0.58 7,765 -10.26 0.3899
2023-08-04 2023-06-30 13F MERCK COM 58933Y105 74,987 252 0.34 8,653 8.82 0.4173
2023-05-16 2023-03-31 13F MERCK COM 58933Y105 74,735 3,041 4.24 7,951 -0.04 0.4877
2023-02-15 2022-12-31 13F MERCK COM 58933Y105 71,694 9,195 14.71 7,954 47.79 0.5645
2022-11-08 2022-09-30 13F MERCK COM 58933Y105 62,499 2,585 4.31 5,382 -1.46 0.4434
2022-08-11 2022-06-30 13F MERCK COM 58933Y105 59,914 595 1.00 5,462 12.23 0.4547
2022-05-16 2022-03-31 13F MERCK COM 58933Y105 59,319 -1,530 -2.51 4,867 4.37 0.3458
2022-02-14 2021-12-31 13F MERCK & COMPANY COM 58933Y105 60,849 21,613 55.08 4,663 58.23 0.3484
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 39,236 20,738 112.11 2,947 104.79 0.4039
2021-08-12 2021-06-30 13F MERCK COM 58933Y105 18,498 -893 -4.61 1,439 -3.75 0.2573
2021-05-17 2021-03-31 13F MERCK & CO. COM 58933Y105 19,391 14,159 270.62 1,495 249.30 0.2890
2021-01-29 2020-12-31 13F MERCK & CO. COM 58933Y105 5,232 -4,876 -48.24 428 -48.93 0.1160
2020-11-03 2020-09-30 13F MERCK & CO. COM 58933Y105 10,108 2,887 39.98 838 50.18 0.3762
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 7,221 3,088 74.72 558 75.47 0.3082
2020-05-08 2020-03-31 13F MERCK & CO. COM 58933Y105 4,133 -149 -3.48 318 -16.97 0.3264
2020-01-30 2019-12-31 13F MERCK COM 58933Y105 4,282 -67 -1.54 383 4.64 0.3381
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 4,349 -361 -7.66 366 -7.34 0.3836
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 4,710 76 1.64 395 2.60 0.4535
2019-05-15 2019-03-31 13F MERCK COM 58933Y105 4,634 -80 -1.70 385 9.69 0.5076
2019-02-13 2018-12-31 13F MERCK COM 58933Y105 4,714 4,714 351 0.3235
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.