Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership49,228 shares
Latest Disclosed Value $ 5,921,648
BKD Wealth Advisors, LLC reports 0.12% increase in ownership of MRK / Merck & Co., Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 49,228 shares of Merck & Co., Inc. (MX:MRK) valued at $5,921,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 49,170 shares of Merck & Co., Inc.. This represents a change in shares of 0.12% 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)
2026-05-01 2026-03-31 13F MERCK COM 58933Y105 49,228 58 0.12 5,922 14.42 0.1124
2026-02-10 2025-12-31 13F MERCK COM 58933Y105 49,170 -3,500 -6.65 5,176 17.08 0.0977
2025-10-30 2025-09-30 13F MERCK COM 58933Y105 52,670 -607 -1.14 4,421 4.81 0.0878
2025-07-29 2025-06-30 13F MERCK COM 58933Y105 53,277 -557 -1.03 4,217 -12.73 0.0910
2025-05-13 2025-03-31 13F MERCK COM 58933Y105 53,834 3,014 5.93 4,832 -4.41 0.1159
2025-02-04 2024-12-31 13F MERCK COM 58933Y105 50,820 -4,536 -8.19 5,056 -19.58 0.1165
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 55,356 -1,630 -2.86 6,286 -10.89 0.1445
2024-08-09 2024-06-30 13F MERCK COM 58933Y105 56,986 2,298 4.20 7,055 -2.25 0.1761
2024-04-19 2024-03-31 13F MERCK COM 58933Y105 54,688 -3,447 -5.93 7,216 13.87 0.1834
2024-01-11 2023-12-31 13F MERCK COM 58933Y105 58,135 -2,775 -4.56 6,338 1.07 0.1765
2023-10-26 2023-09-30 13F MERCK COM 58933Y105 60,910 -17,808 -22.62 6,271 -30.97 0.1892
2023-08-08 2023-06-30 13F MERCK COM 58933Y105 78,718 18,024 29.70 9,083 40.67 0.2661
2023-04-27 2023-03-31 13F MERCK COM 58933Y105 60,694 2,237 3.83 6,457 -0.43 0.2114
2023-02-03 2022-12-31 13F MERCK COM 58933Y105 58,457 -1,230 -2.06 6,486 26.17 0.2267
2022-10-14 2022-09-30 13F MERCK COM 58933Y105 59,687 1,535 2.64 5,140 -3.04 0.2075
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 58,152 17,677 43.67 5,301 59.62 0.2145
2022-05-10 2022-03-31 13F MERCK & CO. COM 58933Y105 40,475 3,322 8.94 3,321 16.65 0.1407
2022-01-14 2021-12-31 13F MERCK COM 58933Y105 37,153 1,549 4.35 2,847 6.47 0.1198
2021-10-14 2021-09-30 13F MERCK COM 58933Y105 35,604 854 2.46 2,674 -1.07 0.1229
2021-07-14 2021-06-30 13F MERCK COM 58933Y105 34,750 -855 -2.40 2,703 -1.53 0.1258
2021-04-23 2021-03-31 13F MERCK & CO. COM 58933Y105 35,605 -9,391 -20.87 2,745 -25.43 0.1363
2021-01-22 2020-12-31 13F MERCK & CO. COM 58933Y105 44,996 2,678 6.33 3,681 4.87 0.1844
2020-11-05 2020-09-30 13F MERCK & CO. COM 58933Y105 42,318 1,041 2.52 3,510 9.96 0.2044
2020-07-15 2020-06-30 13F MERCK & CO. COM 58933Y105 41,277 5,370 14.96 3,192 15.57 0.2067
2020-04-10 2020-03-31 13F MERCK & CO. COM 58933Y105 35,907 4,684 15.00 2,762 -2.71 0.2265
2020-01-13 2019-12-31 13F MERCK COM 58933Y105 31,223 1,048 3.47 2,839 11.77 0.2045
2019-10-28 2019-09-30 13F MERCK COM 58933Y105 30,175 -667 -2.16 2,540 -1.78 0.2032
2019-07-10 2019-06-30 13F MERCK COM 58933Y105 30,842 -1,587 -4.89 2,586 -4.12 0.2096
2019-04-10 2019-03-31 13F MERCK COM 58933Y105 32,429 15,326 89.61 2,697 106.35 0.2238
2019-01-28 2018-12-31 13F/A-1 MERCK COM 58933Y105 17,103 -11,043 -39.23 1,307 -34.55 0.1336
2019-01-15 2018-12-31 13F MERCK COM 58933Y105 17,103 -11,043 1,307 0.1209
2018-10-09 2018-09-30 13F MERCK COM 58933Y105 28,146 2,000 7.65 1,997 25.76 0.1750
2018-07-13 2018-06-30 13F MERCK COM 58933Y105 26,146 671 2.63 1,588 14.41 0.1543
2018-05-25 2018-03-31 13F/A-1 MERCK COM 58933Y105 25,475 9,682 61.31 1,388 56.13 0.1391
2018-04-20 2018-03-31 13F MERCK COM 58933Y105 25,447 9,654 1,499
2018-01-18 2017-12-31 13F MERCK COM 58933Y105 15,793 -3,851 -19.60 889 -29.33 0.0889
2017-10-13 2017-09-30 13F MERCK COM 58933Y105 19,644 -10,126 -34.01 1,258 -34.07 0.1384
2017-07-10 2017-06-30 13F MERCK COM 58933Y105 29,770 11,564 63.52 1,908 64.91 0.2163
2017-04-13 2017-03-31 13F MERCK COM 58933Y105 18,206 -1,205 -6.21 1,157 1.22 0.1413
2017-01-06 2016-12-31 13F MERCK COM 58933Y105 19,411 1,201 6.60 1,143 0.62 0.1495
2016-10-18 2016-09-30 13F MERCK COM 58933Y105 18,210 -11,027 -37.72 1,136 -32.58 0.1582
2016-07-12 2016-06-30 13F MERCK COM 58933Y105 29,237 -552 -1.85 1,685 6.92 0.2504
2016-04-12 2016-03-31 13F MERCK & CO INC COM 58933Y105 29,789 -866 -2.82 1,576 -2.66 0.2515
2016-01-26 2015-12-31 13F MERCK & CO INC COM 58933Y105 30,655 10,312 50.69 1,619 61.09 0.2435
2015-11-10 2015-09-30 13F/A-1 MERCK & CO INC COM 58933Y105 20,343 697 3.55 1,005 -10.11 0.1770
2015-10-13 2015-09-30 13F MERCK & CO INC COM 58933Y105 22,923 3,277 1,132 0.1912
2015-07-08 2015-06-30 13F MERCK & CO INC COM 58933Y105 19,646 -2,268 -10.35 1,118 -11.27 0.1676
2015-04-16 2015-03-31 13F MERCK & CO INC COM 58933Y105 21,914 2,968 15.67 1,260 17.10 0.1825
2015-02-26 2014-12-31 13F/A-1 MERCK & CO INC COM 58933Y105 18,946 1,925 11.31 1,076 6.64 0.1760
2015-01-15 2014-12-31 13F MERCK & CO INC COM 58933Y105 30,902 13,881 1,925 0.2975
2015-02-26 2014-09-30 13F/A-1 MERCK & CO INC COM 58933Y105 17,021 -215 -1.25 1,009 1.20 0.1742
2014-10-10 2014-09-30 13F MERCK & CO INC COM 58933Y105 28,877 11,641 1,730 0.2820
2015-02-26 2014-06-30 13F/A-1 MERCK & CO INC COM 58933Y105 17,236 -3,480 -16.80 997 -15.37 0.1699
2014-07-11 2014-06-30 13F MERCK & CO INC COM 58933Y105 24,096 3,380 1,393 0.2218
2014-04-29 2014-03-31 13F MERCK & CO INC COM 58933Y105 20,716 2,284 12.39 1,178 27.63 0.2082
2014-01-14 2013-12-31 13F/A-1 MERCK & CO INC COM 58933Y105 18,432 838 4.76 923 10.14 0.1709
2014-01-13 2013-12-31 13F MERCK & CO INC COM 58933Y105 36,864 1,845
2014-01-16 2013-09-30 13F/A-1 MERCK & CO INC COM 58933Y105 17,594 6,131 53.49 838 57.52 0.1718
2013-11-14 2013-09-30 13F MERCK & CO INC COM 58933Y105 35,188 1,674
2013-07-19 2013-06-30 13F MERCK & CO INC COM 58933Y105 11,463 11,463 532 0.4213
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.