Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionForza Wealth Management, LLC
Latest Disclosed Ownership10,879 shares
Latest Disclosed Value $ 1,308,661
Forza Wealth Management, LLC ownership in MRK / Merck & Co., Inc.

On April 30, 2026 - Forza Wealth Management, LLC filed a 13F-HR form disclosing ownership of 10,879 shares of Merck & Co., Inc. (MX:MRK) valued at $1,308,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 10,879 shares of Merck & Co., Inc.. This represents a change in shares of 0.00% 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)
2026-04-30 2026-03-31 13F MERCK COM 58933Y105 10,879 0 0.00 1,309 14.24 0.4552
2026-02-02 2025-12-31 13F MERCK COM 58933Y105 10,879 236 2.22 1,145 28.22 0.4141
2025-10-22 2025-09-30 13F MERCK COM 58933Y105 10,643 159 1.52 893 7.72 0.3422
2025-07-18 2025-06-30 13F MERCK COM 58933Y105 10,484 -277 -2.57 830 -14.09 0.3403
2025-04-30 2025-03-31 13F MERCK COM 58933Y105 10,761 138 1.30 966 -8.62 0.4342
2025-01-13 2024-12-31 13F MERCK COM 58933Y105 10,623 -221 -2.04 1,057 -14.22 0.4815
2024-10-28 2024-09-30 13F MERCK COM 58933Y105 10,844 364 3.47 1,231 -5.09 0.5640
2024-07-17 2024-06-30 13F MERCK COM 58933Y105 10,480 82 0.79 1,297 -5.47 0.6691
2024-04-22 2024-03-31 13F MERCK COM 58933Y105 10,398 -200 -1.89 1,372 18.79 0.7137
2024-01-24 2023-12-31 13F MERCK COM 58933Y105 10,598 -2,826 -21.05 1,155 -16.43 0.6375
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 13,424 0 0.00 1,382 -10.72 0.7131
2023-07-25 2023-06-30 13F MERCK COM 58933Y105 13,424 340 2.60 1,549 11.21 0.7799
2023-05-03 2023-03-31 13F MERCK COM 58933Y105 13,084 2,540 24.09 1,392 19.08 0.7167
2023-02-06 2022-12-31 13F MERCK COM 58933Y105 10,544 10,544 1,170 0.7762
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.