Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionKeebeck Wealth Management, LLC
Latest Disclosed Ownership31,081 shares
Latest Disclosed Value $ 3,764,665
Keebeck Wealth Management, LLC reports 17.80% increase in ownership of MRK / Merck & Co., Inc.

On May 14, 2026 - Keebeck Wealth Management, LLC filed a 13F-HR form disclosing ownership of 31,081 shares of Merck & Co., Inc. (MX:MRK) valued at $3,764,665 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,384 shares of Merck & Co., Inc.. This represents a change in shares of 17.80% 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 31,081 4,697 17.80 3,765 34.48 0.4235
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 26,384 -3,229 -10.90 2,799 11.56 0.3231
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 29,613 -430 -1.43 2,509 4.45 0.2966
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 30,043 -178 -0.59 2,402 -12.08 0.3144
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 30,221 -26,729 -46.93 2,733 -52.16 0.4032
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 56,950 45 0.08 5,711 -12.22 0.8233
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 56,905 -1,270 -2.18 6,506 -10.21 0.9421
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 58,175 -995 -1.68 7,247 -7.73 1.0630
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 59,170 -830 -1.38 7,853 19.22 1.1551
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 60,000 -660 -1.09 6,587 4.74 1.0868
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 60,660 567 0.94 6,289 -9.86 1.0953
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 60,093 5,553 10.18 6,977 19.45 0.9587
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 54,540 3,746 7.37 5,841 2.98 0.9415
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 50,794 1,730 3.53 5,673 33.18 0.9960
2022-11-14 2022-09-30 13F Merck & Co Inc New Com COM 58933Y105 49,064 2,804 6.06 4,259 0.24 0.8209
2022-08-15 2022-06-30 13F Merck & Co Inc New Com COM 58933Y105 46,260 10,467 29.24 4,249 43.50 0.8121
2022-05-16 2022-03-31 13F Merck & Co Inc New Com COM 58933Y105 35,793 1,758 5.17 2,961 12.50 0.4908
2022-02-14 2021-12-31 13F Merck & Co Inc New Com COM 58933Y105 34,035 907 2.74 2,632 4.86 0.4697
2021-11-16 2021-09-30 13F Merck & Co Inc New Com COM 58933Y105 33,128 703 2.17 2,510 -1.30 0.4950
2021-08-16 2021-06-30 13F Merck & Co Inc New Com COM 58933Y105 32,425 21,496 196.69 2,543 199.18 0.3666
2021-05-13 2021-03-31 13F Merck & Co Inc New Com COM 58933Y105 10,929 897 8.94 850 2.78 0.1320
2021-02-16 2020-12-31 13F Merck & Co Inc New Com COM 58933Y105 10,032 21 0.21 827 -0.96 0.1440
2020-11-02 2020-09-30 13F Merck & Co Inc New Com COM 58933Y105 10,011 742 8.01 835 15.65 0.1724
2020-08-06 2020-06-30 13F Merck & Co Inc New Com COM 58933Y105 9,269 1,109 13.59 722 14.42 0.2283
2020-05-14 2020-03-31 13F Merck & Co Inc New Com COM 58933Y105 8,160 2,486 43.81 631 21.58 0.2625
2020-02-14 2019-12-31 13F Merck & Co Inc New Com COM 58933Y105 5,674 5,674 519 0.1645
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.