Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionInvera Wealth Advisors, LLC
Latest Disclosed Ownership3,193 shares
Latest Disclosed Value $ 384,086
Invera Wealth Advisors, LLC reports 0.09% increase in ownership of MRK / Merck & Co., Inc.

On April 22, 2026 - Invera Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 3,193 shares of Merck & Co., Inc. (MX:MRK) valued at $384,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,190 shares of Merck & Co., Inc.. This represents a change in shares of 0.09% 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)
2026-04-22 2026-03-31 13F MERCK COM 58933Y105 3,193 3 0.09 384 14.63 0.2465
2026-01-23 2025-12-31 13F MERCK COM 58933Y105 3,190 -45 -1.39 336 23.62 0.2122
2025-10-29 2025-09-30 13F MERCK COM 58933Y105 3,235 3,235 272 0.1673
2025-10-29 2025-06-30 13F MERCK COM 58933Y105 0 -9,327 -100.00 0 -100.00
2025-10-29 2025-03-31 13F/A-1 MERCK COM 58933Y105 9,327 -1,682 -15.28 837 -21.26 0.5410
2025-05-02 2025-03-31 13F MERCK COMPANY Common 58933Y105 9,327 -1,682 837 0.9843
2025-02-03 2024-12-31 13F MERCK COMPANY Common 58933Y105 11,009 249 2.31 1,064 -2.30 1.0534
2024-11-12 2024-09-30 13F MERCK COMPANY Common 58933Y105 10,760 260 2.48 1,089 -19.65 1.0822
2024-08-07 2024-06-30 13F MERCK COMPANY Common 58933Y105 10,500 121 1.17 1,354 4.23 1.3883
2024-04-22 2024-03-31 13F MERCK & COMPANY COM 58933Y105 10,379 -544 -4.98 1,300 9.16 1.1037
2024-04-22 2023-12-31 13F/A-1 MERCK COM 58933Y105 10,923 10,923 1,191 0.7451
2024-01-17 2023-12-31 13F MERCK COM 58933Y105 10,923 10,923 1 0.7452
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.