Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership9,566 shares
Latest Disclosed Value $ 1,150,691
Institute for Wealth Management, LLC. ownership in MRK / Merck & Co., Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 9,566 shares of Merck & Co., Inc. (MX:MRK) valued at $1,150,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 9,566 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)
2026-05-14 2026-03-31 13F MERCK COM 58933Y105 9,566 0 0.00 1,151 14.31 0.1226
2026-01-27 2025-12-31 13F MERCK COM 58933Y105 9,566 642 7.19 1,007 34.31 0.1067
2025-10-17 2025-09-30 13F MERCK COM 58933Y105 8,924 -394 -4.23 749 1.63 0.0780
2025-07-18 2025-06-30 13F MERCK COM 58933Y105 9,318 -77 -0.82 738 -12.57 0.0822
2025-04-21 2025-03-31 13F MERCK COM 58933Y105 9,395 -72 -0.76 843 -10.41 0.1082
2025-01-23 2024-12-31 13F MERCK COM 58933Y105 9,467 -59 -0.62 942 -12.95 0.1180
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 9,526 -76 -0.79 1,082 -9.01 0.1365
2024-07-25 2024-06-30 13F MERCK COM 58933Y105 9,602 1,227 14.65 1,189 7.51 0.1593
2024-04-30 2024-03-31 13F MERCK COM 58933Y105 8,375 -35 -0.42 1,105 20.63 0.1424
2024-01-31 2023-12-31 13F MERCK COM 58933Y105 8,410 -103 -1.21 917 4.57 0.1487
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 8,513 0 0.00 876 -10.79 0.1581
2023-07-25 2023-06-30 13F MERCK COM 58933Y105 8,513 -30 -0.35 982 8.15 0.1657
2023-04-20 2023-03-31 13F MERCK COM 58933Y105 8,543 -197 -2.25 909 -6.30 0.1736
2023-02-02 2022-12-31 13F MERCK COM 58933Y105 8,740 -635 -6.77 970 20.07 0.2038
2022-10-18 2022-09-30 13F MERCK COM 58933Y105 9,375 -1,000 -9.64 807 -14.69 0.1811
2022-07-25 2022-06-30 13F MERCK COM 58933Y105 10,375 991 10.56 946 22.86 0.1857
2022-04-29 2022-03-31 13F MERCK COM 58933Y105 9,384 1 0.01 770 7.09 0.1246
2022-01-21 2021-12-31 13F MERCK COM 58933Y105 9,383 139 1.50 719 3.60 0.1171
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 9,244 -250 -2.63 694 -5.96 0.1218
2021-07-21 2021-06-30 13F MERCK COM 58933Y105 9,494 -9 -0.09 738 0.68 0.1296
2021-05-04 2021-03-31 13F MERCK & CO. COM 58933Y105 9,503 -105 -1.09 733 -6.74 0.1394
2021-02-01 2020-12-31 13F MERCK & CO. COM 58933Y105 9,608 789 8.95 786 7.38 0.1563
2020-11-03 2020-09-30 13F MERCK & CO. COM 58933Y105 8,819 314 3.69 732 11.25 0.1671
2020-07-30 2020-06-30 13F MERCK & CO. COM 58933Y105 8,505 308 3.76 658 4.28 0.1611
2020-04-29 2020-03-31 13F MERCK & CO. COM 58933Y105 8,197 408 5.24 631 -10.88 0.1946
2020-02-27 2019-12-31 13F/A-1 MERCK COM 58933Y105 7,789 -19 -0.24 708 7.76 0.1599
2020-01-27 2019-12-31 13F MERCK COM 58933Y105 708 -7,100 708 164,411.8098
2019-10-28 2019-09-30 13F MERCK COM 58933Y105 7,808 -2,413 -23.61 657 -23.34 0.1656
2019-08-02 2019-06-30 13F MERCK COM 58933Y105 10,221 -1,074 -9.51 857 -8.73 0.1897
2019-05-15 2019-03-31 13F MERCK COM 58933Y105 11,295 -34 -0.30 939 8.43 0.2041
2019-02-08 2018-12-31 13F MERCK COM 58933Y105 11,329 245 2.21 866 11.31 0.3555
2018-10-29 2018-09-30 13F MERCK COM 58933Y105 11,084 759 7.35 778 24.88 0.2626
2018-08-10 2018-06-30 13F MERCK COM 58933Y105 10,325 380 3.82 623 6.50 0.1985
2018-05-15 2018-03-31 13F MERCK COM 58933Y105 9,945 -2,017 -16.86 585 -13.46 0.1724
2018-02-12 2017-12-31 13F MERCK COM 58933Y105 11,962 109 0.92 676 -11.05 0.1560
2017-11-14 2017-09-30 13F MERCK COM 58933Y105 11,853 570 5.05 760 5.12 0.2471
2017-08-14 2017-06-30 13F MERCK COM 58933Y105 11,283 11,283 723 0.1989
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.