Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership19,219 shares
Latest Disclosed Value $ 2,313,757
Jfs Wealth Advisors, Llc reports 3.98% increase in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 19,219 shares of Merck & Co., Inc. (MX:MRK) valued at $2,313,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 18,484 shares of Merck & Co., Inc.. This represents a change in shares of 3.98% 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)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 19,219 735 3.98 2,314 18.86 0.1295
2026-01-14 2025-12-31 13F MERCK COM 58933Y105 18,484 -1,334 -6.73 1,946 17.02 0.1096
2025-11-10 2025-09-30 13F MERCK COM 58933Y105 19,818 1,872 10.43 1,663 17.11 0.0973
2025-07-24 2025-06-30 13F MERCK COM 58933Y105 17,946 -454 -2.47 1,421 -13.99 0.0904
2025-04-22 2025-03-31 13F MERCK COM 58933Y105 18,400 153 0.84 1,652 -9.04 0.1118
2025-01-31 2024-12-31 13F MERCK COM 58933Y105 18,247 -160 -0.87 1,815 -13.16 0.1240
2024-10-25 2024-09-30 13F MERCK COM 58933Y105 18,407 5,071 38.02 2,090 26.59 0.1399
2024-07-15 2024-06-30 13F MERCK COM 58933Y105 13,336 -451 -3.27 1,651 -9.24 0.1302
2024-04-30 2024-03-31 13F MERCK COM 58933Y105 13,787 109 0.80 1,819 22.00 0.1444
2024-02-07 2023-12-31 13F MERCK COM 58933Y105 13,678 356 2.67 1,491 8.75 0.1267
2023-11-02 2023-09-30 13F MERCK COM 58933Y105 13,322 1,232 10.19 1,372 -1.72 0.1294
2023-08-07 2023-06-30 13F MERCK COM 58933Y105 12,090 -390 -3.12 1,395 5.12 0.1255
2023-04-19 2023-03-31 13F MERCK COM 58933Y105 12,480 1,338 12.01 1,328 7.36 0.1252
2023-02-13 2022-12-31 13F MERCK COM 58933Y105 11,142 207 1.89 1,236 31.21 0.1210
2022-10-21 2022-09-30 13F MERCK COM 58933Y105 10,935 1,397 14.65 942 8.28 0.1033
2022-08-02 2022-06-30 13F MERCK COM 58933Y105 9,538 230 2.47 870 13.87 0.0919
2022-05-02 2022-03-31 13F MERCK COM 58933Y105 9,308 365 4.08 764 11.53 0.0721
2022-02-03 2021-12-31 13F MERCK COM 58933Y105 8,943 1,204 15.56 685 17.90 0.0646
2021-11-09 2021-09-30 13F MERCK COM 58933Y105 7,739 381 5.18 581 1.57 0.0596
2021-08-04 2021-06-30 13F MERCK COM 58933Y105 7,358 52 0.71 572 1.60 0.0854
2021-04-28 2021-03-31 13F MERCK & CO. COM 58933Y105 7,306 -75 -1.02 563 -6.79 0.1148
2021-02-01 2020-12-31 13F MERCK & CO. COM 58933Y105 7,381 207 2.89 604 1.51 0.1268
2020-10-28 2020-09-30 13F MERCK & CO. COM 58933Y105 7,174 0 0.00 595 7.21 0.1415
2020-08-05 2020-06-30 13F MERCK & CO. COM 58933Y105 7,174 -1,287 -15.21 555 -14.75 0.1438
2020-04-29 2020-03-31 13F MERCK & CO. COM 58933Y105 8,461 -516 -5.75 651 -20.22 0.1952
2020-02-03 2019-12-31 13F MERCK COM 58933Y105 8,977 52 0.58 816 8.66 0.2009
2019-10-30 2019-09-30 13F MERCK COM 58933Y105 8,925 -173 -1.90 751 -1.57 0.1915
2019-08-06 2019-06-30 13F MERCK COM 58933Y105 9,098 -14 -0.15 763 0.66 0.1931
2019-04-23 2019-03-31 13F MERCK COM 58933Y105 9,112 -86 -0.93 758 7.82 0.1976
2019-01-26 2018-12-31 13F MERCK COM 58933Y105 9,198 4 0.04 703 7.82 0.1883
2018-11-09 2018-09-30 13F MERCK COM 58933Y105 9,194 0 0.00 652 16.85 0.1679
2018-07-25 2018-06-30 13F MERCK COM 58933Y105 9,194 -183 -1.95 558 9.20 0.1469
2018-04-26 2018-03-31 13F MERCK COM 58933Y105 9,377 49 0.53 511 -2.67 0.1349
2018-01-30 2017-12-31 13F MERCK COM 58933Y105 9,328 -1,200 -11.40 525 -22.11 0.1286
2017-10-20 2017-09-30 13F MERCK COM 58933Y105 10,528 1,250 13.47 674 13.28 0.1741
2017-07-28 2017-06-30 13F MERCK COM 58933Y105 9,278 221 2.44 595 11.63 0.1634
2017-04-24 2017-03-31 13F MERCK COM 58933Y105 9,057 0 0.00 533 0.00 0.1443
2017-01-30 2016-12-31 13F MERCK COM 58933Y105 9,057 -1,292 -12.48 533 -17.49 0.1443
2016-10-26 2016-09-30 13F MERCK COM 58933Y105 10,349 -20 -0.19 646 17.67 0.1846
2016-04-25 2016-03-31 13F MERCK & CO INC COM 58933Y105 10,369 60 0.58 549 0.73 0.1618
2016-02-03 2015-12-31 13F MERCK & CO INC COM 58933Y105 10,309 102 1.00 545 8.13 0.1570
2015-10-27 2015-09-30 13F MERCK & CO INC COM 58933Y105 10,207 -2,310 -18.45 504 -29.31 0.2219
2015-07-31 2015-06-30 13F MERCK & CO INC COM 58933Y105 12,517 0 0.00 713 -0.83 0.3660
2015-04-28 2015-03-31 13F MERCK & CO INC COM 58933Y105 12,517 -145 -1.15 719 0.00 0.3372
2015-01-23 2014-12-31 13F MERCK & CO INC COM 58933Y105 12,662 267 2.15 719 -2.18 0.1142
2014-10-29 2014-09-30 13F MERCK & CO INC COM 58933Y105 12,395 65 0.53 735 3.09 0.1285
2014-07-29 2014-06-30 13F MERCK & CO INC COM 58933Y105 12,330 -682 -5.24 713 -99.90 0.1305
2014-04-17 2014-03-31 13F Merck COM 58933Y105 13,012 -67 -0.51 738,714 112,680.76 0.4092
2014-01-14 2013-12-31 13F Merck COM 58933Y105 13,079 -9,899 -43.08 655 -40.13 0.2853
2013-10-10 2013-09-30 13F Merck COM 58933Y105 22,978 1,277 5.88 1,094 -99.89 0.5111
2013-07-17 2013-06-30 13F Merck COM 58933Y105 21,701 21,701 1,008,025 0.5059
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.