Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBaron Wealth Management LLC
Latest Disclosed Ownership4,282 shares
Latest Disclosed Value $ 515,053
Baron Wealth Management LLC reports 11.51% increase in ownership of MRK / Merck & Co., Inc.

On April 16, 2026 - Baron Wealth Management LLC filed a 13F-HR form disclosing ownership of 4,282 shares of Merck & Co., Inc. (MX:MRK) valued at $515,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,840 shares of Merck & Co., Inc.. This represents a change in shares of 11.51% 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)
2026-04-16 2026-03-31 13F MERCK COM 58933Y105 4,282 442 11.51 515 27.48 0.1540
2026-01-14 2025-12-31 13F MERCK COM 58933Y105 3,840 785 25.70 404 57.81 0.1246
2025-10-20 2025-09-30 13F MERCK COM 58933Y105 3,055 519 20.47 256 28.00 0.0848
2025-07-09 2025-06-30 13F MERCK COM 58933Y105 2,536 2,536 201 0.0711
2025-05-14 2025-03-31 13F MERCK COM 58933Y105 0 -2,314 -100.00 0 -100.00
2025-01-23 2024-12-31 13F MERCK COM 58933Y105 2,314 305 15.18 230 0.88 0.1083
2024-11-07 2024-09-30 13F MERCK COM 58933Y105 2,009 -525 -20.72 228 -27.16 0.1098
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 2,534 134 5.58 314 -0.95 0.1626
2024-05-08 2024-03-31 13F MERCK COM 58933Y105 2,400 -305 -11.28 317 7.48 0.1681
2024-01-04 2023-12-31 13F MERCK COM 58933Y105 2,705 614 29.36 295 36.74 0.1615
2023-11-01 2023-09-30 13F MERCK COM 58933Y105 2,091 0 0.00 215 -10.79 0.1374
2023-08-08 2023-06-30 13F MERCK COM 58933Y105 2,091 -237 -10.18 241 -2.43 0.1532
2023-06-06 2023-03-31 13F/A-1 MERCK COM 58933Y105 2,328 -142 -5.75 248 -9.85 0.1754
2023-05-10 2023-03-31 13F MERCK COM 58933Y105 2,328 -142 0 0.1756
2023-06-06 2022-12-31 13F/A-1 MERCK COM 58933Y105 2,470 2,470 274 0.2101
2023-04-04 2022-12-31 13F MERCK COM 58933Y105 2,470 2,470 274 0.2101
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.