Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership25,532 shares
Latest Disclosed Value $ 3,071,244
Aries Wealth Management reports 1.23% decrease in ownership of MRK / Merck & Co., Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 25,532 shares of Merck & Co., Inc. (MX:MRK) valued at $3,071,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 25,849 shares of Merck & Co., Inc.. This represents a change in shares of -1.23% 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)
2026-05-14 2026-03-31 13F MERCK COM 58933Y105 25,532 -317 -1.23 3,071 12.90 0.6753
2026-01-30 2025-12-31 13F MERCK COM 58933Y105 25,849 -185 -0.71 2,721 24.49 0.6024
2025-11-10 2025-09-30 13F MERCK COM 58933Y105 26,034 -150 -0.57 2,185 5.45 0.5170
2025-07-28 2025-06-30 13F MERCK COM 58933Y105 26,184 -2,243 -7.89 2,073 -18.78 0.5416
2025-04-17 2025-03-31 13F MERCK COM 58933Y105 28,427 1,593 5.94 2,552 -4.42 0.6928
2025-01-30 2024-12-31 13F MERCK COM 58933Y105 26,834 754 2.89 2,669 -9.86 0.7350
2024-10-31 2024-09-30 13F MERCK COM 58933Y105 26,080 718 2.83 2,962 -5.67 0.8141
2024-07-25 2024-06-30 13F MERCK COM 58933Y105 25,362 -5,013 -16.50 3,140 -21.66 0.9894
2024-05-03 2024-03-31 13F MERCK COM 58933Y105 30,375 -96 -0.32 4,008 20.66 1.2917
2024-01-10 2023-12-31 13F MERCK COM 58933Y105 30,471 -1,076 -3.41 3,322 1.10 1.1846
2023-10-19 2023-09-30 13F MERCK COM 58933Y105 31,547 960 3.14 3,285 -6.91 1.2859
2023-07-14 2023-06-30 13F MERCK COM 58933Y105 30,587 -360 -1.16 3,529 7.20 1.3685
2023-04-11 2023-03-31 13F MERCK COM 58933Y105 30,947 61 0.20 3,292 -3.91 1.3501
2023-01-19 2022-12-31 13F MERCK COM 58933Y105 30,886 409 1.34 3,427 11.09 1.4771
2022-11-02 2022-09-30 13F MERCK COM 58933Y105 30,477 656 2.20 3,084 13.42 1.3649
2022-07-27 2022-06-30 13F MERCK COM 58933Y105 29,821 29,821 2,719 1.2345
2022-04-23 2022-03-31 13F MERCK COM 58933Y105 0 -29,996 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 MERCK COM 58933Y105 29,996 0 0.00 2,299 2.04 0.8761
2022-01-18 2021-12-31 13F MERCK COM 58933Y105 209,972 179,976 16,092 0.8807
2021-10-13 2021-09-30 13F MERCK COM 58933Y105 29,996 0 0.00 2,253 -3.43 0.9530
2021-07-14 2021-06-30 13F MERCK COM 58933Y105 29,996 121 0.41 2,333 2.23 0.9979
2021-04-20 2021-03-31 13F MERCK & CO. COM 58933Y105 29,875 845 2.91 2,282 -5.31 1.0251
2021-01-22 2020-12-31 13F MERCK & CO. COM 58933Y105 29,030 0 0.00 2,410 0.08 1.2040
2020-10-14 2020-09-30 13F MERCK & CO. COM 58933Y105 29,030 45 0.16 2,408 7.45 1.3667
2020-07-09 2020-06-30 13F MERCK & CO. COM 58933Y105 28,985 505 1.77 2,241 2.38 1.3679
2020-04-09 2020-03-31 13F MERCK & CO. COM 58933Y105 28,480 45 0.16 2,189 -16.00 1.6689
2020-01-13 2019-12-31 13F MERCK COM 58933Y105 28,435 0 0.00 2,606 8.67 1.5908
2019-10-22 2019-09-30 13F MERCK COM 58933Y105 28,435 -217 -0.76 2,398 -2.24 1.5949
2019-07-15 2019-06-30 13F MERCK COM 58933Y105 28,652 0 0.00 2,453 2.94 1.7148
2019-04-09 2019-03-31 13F MERCK COM 58933Y105 28,652 13,743 92.18 2,383 109.22 1.7817
2019-01-15 2018-12-31 13F MERCK COM 58933Y105 14,909 0 0.00 1,139 7.66 1.2078
2018-11-14 2018-09-30 13F MERCK COM 58933Y105 14,909 0 0.00 1,058 7.74 0.9500
2018-08-07 2018-06-30 13F MERCK COM 58933Y105 14,909 -320 -2.10 982 14.19 0.9078
2018-04-17 2018-03-31 13F MERCK COM 58933Y105 15,229 -296 -1.91 860 -9.57 0.8332
2018-02-05 2017-12-31 13F MERCK COM 58933Y105 15,525 15,525 951 0.8757
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.