Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership4,609 shares
Latest Disclosed Value $ 554,476
HCR Wealth Advisors reports 1.16% increase in ownership of MRK / Merck & Co., Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 4,609 shares of Merck & Co., Inc. (MX:MRK) valued at $554,476 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,556 shares of Merck & Co., Inc.. This represents a change in shares of 1.16% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-21 2026-03-31 13F Merck &co. Inc Com Common Stock 58933Y105 4,609 53 1.16 554 15.66 0.0575
2026-01-27 2025-12-31 13F Merck &co. Inc Com Common Stock 58933Y105 4,556 65 1.45 480 19.45 0.0475
2025-10-03 2025-09-30 13F Merck &co. Inc Com Common Stock 58933Y105 4,491 484 12.08 402 26.50 0.0416
2025-07-17 2025-06-30 13F Merck &co. Inc Com Common Stock 58933Y105 4,007 -2,050 -33.85 317 -41.62 0.0373
2025-04-21 2025-03-31 13F Merck &co. Inc Com Common Stock 58933Y105 6,057 -13,639 -69.25 544 -72.28 0.0708
2025-01-14 2024-12-31 13F Merck &co. Inc Com Common Stock 58933Y105 19,696 -1,393 -6.61 1,959 -18.17 0.2455
2024-10-10 2024-09-30 13F Merck &co. Inc Com Common Stock 58933Y105 21,089 78 0.37 2,395 -7.96 0.3134
2024-08-07 2024-06-30 13F Merck &co. Inc Com Common Stock 58933Y105 21,011 64 0.31 2,601 -5.86 0.3717
2024-05-10 2024-03-31 13F Merck &co. Inc Com Common Stock 58933Y105 20,947 966 4.83 2,764 26.86 0.4192
2024-02-09 2023-12-31 13F Merck &co. Inc Com Common Stock 58933Y105 19,981 243 1.23 2,178 7.19 0.3441
2023-10-20 2023-09-30 13F MERCK COM 58933Y105 19,738 -1,027 -4.95 2,032 -15.19 0.4455
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 20,765 -93 -0.45 2,396 7.30 0.4438
2023-05-12 2023-03-31 13F MERCK COM 58933Y105 20,858 -1,100 -5.01 2,233 -8.86 0.4420
2023-02-13 2022-12-31 13F MERCK COM 58933Y105 21,958 -1,169 -5.05 2,451 22.13 0.5143
2022-11-07 2022-09-30 13F MERCK COM 58933Y105 23,127 -70 -0.30 2,006 -5.78 0.4263
2022-08-12 2022-06-30 13F MERCK COM 58933Y105 23,197 -492 -2.08 2,129 9.52 0.4274
2022-05-05 2022-03-31 13F MERCK & CO. COM 58933Y105 23,689 -308 -1.28 1,944 5.71 0.3177
2022-02-04 2021-12-31 13F MERCK COM 58933Y105 23,997 -188 -0.78 1,839 1.21 0.2850
2021-11-02 2021-09-30 13F MERCK COM 58933Y105 24,185 -234 -0.96 1,817 -4.32 0.3032
2021-07-21 2021-06-30 13F MERCK COM 58933Y105 24,419 -1,733 -6.63 1,899 -5.80 0.3297
2021-05-13 2021-03-31 13F MERCK & CO. COM 58933Y105 26,152 -3,668 -12.30 2,016 -17.34 0.3986
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 29,820 990 3.43 2,439 2.44 0.5105
2020-11-05 2020-09-30 13F MERCK & CO. COM 58933Y105 28,830 1,170 4.23 2,381 10.23 0.5444
2020-07-30 2020-06-30 13F MERCK & CO. COM 58933Y105 27,660 -140 -0.50 2,160 0.98 0.5068
2020-05-08 2020-03-31 13F MERCK & CO. COM 58933Y105 27,800 98 0.35 2,139 -15.09 0.6119
2020-02-07 2019-12-31 13F MERCK COM 58933Y105 27,702 3,997 16.86 2,519 26.39 0.6111
2019-11-07 2019-09-30 13F MERCK COM 58933Y105 23,705 -583 -2.40 1,993 -2.16 0.6617
2019-07-25 2019-06-30 13F MERCK COM 58933Y105 24,288 305 1.27 2,037 2.46 0.5792
2019-05-10 2019-03-31 13F MERCK COM 58933Y105 23,983 1,967 8.93 1,988 18.19 0.5712
2019-01-31 2018-12-31 13F MERCK COM 58933Y105 22,016 279 1.28 1,682 7.34 0.5434
2018-11-08 2018-09-30 13F MERCK COM 58933Y105 21,737 200 0.93 1,567 19.89 0.5104
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 21,537 -825 -3.69 1,307 7.31 0.4289
2018-05-15 2018-03-31 13F MERCK COM 58933Y105 22,362 440 2.01 1,218 -1.30 0.4224
2018-02-13 2017-12-31 13F MERCK COM 58933Y105 21,922 10,348 89.41 1,234 66.53 0.4310
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 11,574 84 0.73 741 0.68 0.3119
2017-08-16 2017-06-30 13F/A-1 MERCK COM 58933Y105 11,490 -70 -0.61 736 0.14 0.3635
2017-05-11 2017-03-31 13F MERCK COM 58933Y105 11,560 2,364 25.71 735 35.86 0.3765
2017-02-14 2016-12-31 13F MERCK COM 58933Y105 9,196 9,196 541 0.2858
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.