Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBell & Brown Wealth Advisors, Llc
Latest Disclosed Ownership43,512 shares
Latest Disclosed Value $ 5,234,053
Bell & Brown Wealth Advisors, Llc reports 0.03% increase in ownership of MRK / Merck & Co., Inc.

On May 11, 2026 - Bell & Brown Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 43,512 shares of Merck & Co., Inc. (MX:MRK) valued at $5,234,053 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 43,501 shares of Merck & Co., Inc.. This represents a change in shares of 0.03% 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)
2026-05-11 2026-03-31 13F MERCK COM 58933Y105 43,512 11 0.03 5,234 14.33 1.6978
2026-05-13 2025-12-31 13F/A-1 MERCK COM 58933Y105 43,501 -154 -0.35 4,579 24.98 1.4736
2026-01-30 2025-12-31 13F MERCK COM 58933Y105 43,501 -154 4,579 1.4758
2025-11-07 2025-09-30 13F MERCK COM 58933Y105 43,655 116 0.27 3,664 6.30 1.1996
2025-07-29 2025-06-30 13F MERCK COM 58933Y105 43,539 -129 -0.30 3,447 -12.07 1.2324
2025-05-07 2025-03-31 13F MERCK COM 58933Y105 43,668 507 1.17 3,920 -8.71 1.5285
2025-05-07 2024-12-31 13F MERCK COM 58933Y105 43,161 944 2.24 4,294 -10.45 1.5979
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 42,217 1,440 3.53 4,794 -5.13 1.8739
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 40,777 1,323 3.35 5,053 -2.94 1.9359
2024-05-13 2024-03-31 13F MERCK COM 58933Y105 39,454 -1,450 -3.54 5,206 16.75 2.2284
2024-02-12 2023-12-31 13F MERCK COM 58933Y105 40,904 724 1.80 4,460 -3.82 2.0703
2023-08-15 2023-06-30 13F MERCK COM 58933Y105 40,180 695 1.76 4,637 10.38 2.3201
2023-04-14 2023-03-31 13F MERCK COM 58933Y105 39,485 -2,414 -5.76 4,201 -9.64 2.2383
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 41,899 762 1.85 4,649 31.19 2.5573
2022-10-26 2022-09-30 13F MERCK COM 58933Y105 41,137 -2,163 -5.00 3,543 -10.26 2.1874
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 43,300 355 0.83 3,948 12.03 2.1107
2022-05-02 2022-03-31 13F MERCK COM 58933Y105 42,945 155 0.36 3,524 7.47 1.5963
2022-02-10 2021-12-31 13F MERCK COM 58933Y105 42,790 4,861 12.82 3,279 15.09 1.5829
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 37,929 7,427 24.35 2,849 18.96 1.5362
2020-10-23 2020-09-30 13F MERCK & CO. COM 58933Y105 30,502 681 2.28 2,395 -1.48 1.7316
2020-08-07 2020-06-30 13F MERCK & CO. COM 58933Y105 29,821 536 1.83 2,431 7.47 1.9005
2020-05-11 2020-03-31 13F MERCK & CO. COM 58933Y105 29,285 -94 -0.32 2,262 -15.79 2.0998
2020-01-17 2019-12-31 13F MERCK COM 58933Y105 29,379 -1,144 -3.75 2,686 5.09 2.0020
2019-10-09 2019-09-30 13F MERCK COM 58933Y105 30,523 193 0.64 2,556 0.51 2.1013
2019-08-06 2019-06-30 13F MERCK COM 58933Y105 30,330 573 1.93 2,543 2.75 2.2407
2019-05-13 2019-03-31 13F MERCK COM 58933Y105 29,757 -315 -1.05 2,475 7.70 2.2557
2019-02-22 2018-12-31 13F/A-1 MERCK COM 58933Y105 30,072 -223 -0.74 2,298 3.05 2.4584
2019-02-07 2018-12-31 13F MERCK COM 58933Y105 76,978 46,683 5,882
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 30,295 -461 -1.50 2,230 19.44 2.0705
2018-07-31 2018-06-30 13F MERCK COM 58933Y105 30,756 1,338 4.55 1,867 8.67 1.8432
2018-05-02 2018-03-31 13F MERCK COM 58933Y105 29,418 1,151 4.07 1,718 7.98 1.8085
2018-02-13 2017-12-31 13F MERCK COM 58933Y105 28,267 28,267 1,591 1.6486
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.