Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEdge Wealth Management LLC
Latest Disclosed Ownership123,435 shares
Latest Disclosed Value $ 14,848,026
Edge Wealth Management LLC reports 0.27% increase in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - Edge Wealth Management LLC filed a 13F-HR form disclosing ownership of 123,435 shares of Merck & Co., Inc. (MX:MRK) valued at $14,848,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 123,106 shares of Merck & Co., Inc.. This represents a change in shares of 0.27% 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)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 123,435 329 0.27 14,848 14.59 2.5387
2026-01-12 2025-12-31 13F MERCK COM 58933Y105 123,106 -1,581 -1.27 12,958 23.83 2.2874
2025-10-14 2025-09-30 13F MERCK COM 58933Y105 124,687 285 0.23 10,465 6.27 1.8536
2025-07-14 2025-06-30 13F MERCK COM 58933Y105 124,402 383 0.31 9,848 -11.54 1.8967
2025-04-11 2025-03-31 13F MERCK COM 58933Y105 124,019 2,032 1.67 11,132 -8.27 2.2572
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 121,987 -1,574 -1.27 12,135 -13.51 2.4563
2024-10-15 2024-09-30 13F MERCK COM 58933Y105 123,561 -450 -0.36 14,032 -8.60 2.8168
2024-07-12 2024-06-30 13F MERCK COM 58933Y105 124,011 -2,647 -2.09 15,353 -8.14 3.2329
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 126,658 -1,555 -1.21 16,712 19.57 3.5119
2024-01-11 2023-12-31 13F MERCK COM 58933Y105 128,213 -2,229 -1.71 13,978 4.08 3.0568
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 130,442 -2,509 -1.89 13,429 -12.46 3.1385
2023-07-14 2023-06-30 13F MERCK COM 58933Y105 132,951 3,128 2.41 15,341 11.21 3.3485
2023-04-18 2023-03-31 13F MERCK COM 58933Y105 129,823 -3,451 -2.59 13,796 -6.28 3.1631
2023-01-25 2022-12-31 13F MERCK COM 58933Y105 133,274 -10,852 -7.53 14,719 17.86 3.4226
2022-10-19 2022-09-30 13F MERCK COM 58933Y105 144,126 2,099 1.48 12,489 -3.55 2.7615
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 142,027 -704 -0.49 12,949 10.57 2.8000
2022-04-14 2022-03-31 13F MERCK COM 58933Y105 142,731 2,428 1.73 11,711 8.91 2.3073
2022-01-21 2021-12-31 13F/A-1 MERCK COM 58933Y105 140,303 -2,117 -1.49 10,753 0.52 1.9672
2022-01-14 2021-12-31 13F MERCK COM 58933Y105 140,303 -2,117 10,753 1.9672
2021-10-13 2021-09-30 13F MERCK COM 58933Y105 142,420 4,357 3.16 10,697 -0.66 2.0857
2021-07-23 2021-06-30 13F MERCK COM 58933Y105 138,063 3,134 2.32 10,768 3.52 2.1912
2021-04-09 2021-03-31 13F MERCK COM 58933Y105 134,929 11,700 9.49 10,402 3.51 2.2107
2021-01-19 2020-12-31 13F MERCK COM 58933Y105 123,229 -13,138 -9.63 10,049 -11.17 2.2824
2020-10-21 2020-09-30 13F MERCK COM 58933Y105 136,367 -14,239 -9.45 11,312 -2.87 2.6036
2020-08-03 2020-06-30 13F MERCK COM 58933Y105 150,606 154 0.10 11,646 1.26 2.2083
2020-04-20 2020-03-31 13F MERCK COM 58933Y105 150,452 2,827 1.91 11,501 -14.00 2.4967
2020-01-29 2019-12-31 13F MERCK COM 58933Y105 147,625 5,118 3.59 13,373 11.48 2.6743
2019-10-21 2019-09-30 13F MERCK COM 58933Y105 142,507 -3,875 -2.65 11,996 -1.47 2.7618
2019-07-15 2019-06-30 13F MERCK COM 58933Y105 146,382 11,756 8.73 12,175 8.60 2.7010
2019-04-11 2019-03-31 13F MERCK COM 58933Y105 134,626 -16,132 -10.70 11,211 -2.67 2.7622
2019-01-11 2018-12-31 13F MERCK COM 58933Y105 150,758 -1,316 -0.87 11,519 6.78 3.2478
2018-10-22 2018-09-30 13F MERCK COM 58933Y105 152,074 -8,957 -5.56 10,788 10.36 2.5910
2018-07-17 2018-06-30 13F MERCK COM 58933Y105 161,031 4,108 2.62 9,775 14.35 2.4868
2018-04-05 2018-03-31 13F MERCK COM 58933Y105 156,923 43,997 38.96 8,548 34.17 2.2688
2018-01-17 2017-12-31 13F MERCK COM 58933Y105 112,926 89,369 379.37 6,371 324.17 1.8045
2017-10-19 2017-09-30 13F MERCK COM 58933Y105 23,557 42 0.18 1,502 -0.33 0.4545
2017-08-02 2017-06-30 13F/A-1 MERCK COM 58933Y105 23,515 -99 -0.42 1,507 0.47 0.4746
2017-07-27 2017-06-30 13F MERCK COM 58933Y105 23,515 -99 1,507
2017-04-12 2017-03-31 13F MERCK COM 58933Y105 23,614 175 0.75 1,500 8.70 0.5204
2017-01-23 2016-12-31 13F MERCK COM 58933Y105 23,439 57 0.24 1,380 -5.41 0.5228
2016-10-12 2016-09-30 13F MERCK COM 58933Y105 23,382 -8,468 -26.59 1,459 -20.45 0.6205
2016-07-07 2016-06-30 13F MERCK COM 58933Y105 31,850 -2,889 -8.32 1,834 -0.22 0.7629
2016-04-08 2016-03-31 13F MERCK COM 58933Y105 34,739 -163,776 -82.50 1,838 -82.56 0.8336
2016-01-11 2015-12-31 13F MERCK COM 58933Y105 198,515 -13,469 -6.35 10,537 1.42 3.9755
2015-10-07 2015-09-30 13F MERCK COM 58933Y105 211,984 -2,544 -1.19 10,389 -15.03 3.9153
2015-07-07 2015-06-30 13F MERCK COM 58933Y105 214,528 -13,402 -5.88 12,226 -7.18 4.1828
2015-04-06 2015-03-31 13F MERCK COM 58933Y105 227,930 -10,849 -4.54 13,172 -3.25 4.4258
2015-01-12 2014-12-31 13F MERCK & CO INC COM 58933Y105 238,779 597 0.25 13,615 -3.95 4.9932
2014-10-07 2014-09-30 13F MERCK & CO INC COM 58933Y105 238,182 -5,578 -2.29 14,175 0.52 5.4610
2014-07-25 2014-06-30 13F/A-1 MERCK & CO INC COM 58933Y105 243,760 14,692 6.41 14,102 8.44 5.8618
2014-07-11 2014-06-30 13F MERCK & CO INC COM 58933Y105 243,760 14,102
2014-04-08 2014-03-31 13F MERCK & CO INC COM 58933Y105 229,068 -4,079 -1.75 13,004 11.44 5.4424
2014-01-16 2013-12-31 13F MERCK & CO INC COM 58933Y105 233,147 54,646 30.61 11,669 37.31 5.3914
2013-10-07 2013-09-30 13F MERCK & CO INC COM 58933Y105 178,501 11,527 6.90 8,498 8.55 5.1866
2013-07-18 2013-06-30 13F MERCK & CO INC COM 58933Y105 166,974 166,974 7,829 5.2335
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.