Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLaurel Wealth Advisors LLC
Latest Disclosed Ownership4,984 shares
Latest Disclosed Value $ 555,118
Laurel Wealth Advisors LLC ownership in MRK / Merck & Co., Inc.

On May 12, 2026 - Laurel Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 4,984 shares of Merck & Co., Inc. (MX:MRK) valued at $555,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,984 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)
2026-05-12 2026-03-31 13F MERCK COM 58933Y105 4,984 0 0.00 555 5.92 0.0549
2026-01-30 2025-12-31 13F MERCK COM 58933Y105 4,984 0 0.00 525 25.36 0.0694
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 4,984 -1,196 -19.35 418 -14.52 0.0585
2025-11-24 2025-06-30 13F/A-1 MERCK COM 58933Y105 6,180 -200 -3.13 489 -14.51 0.0731
2025-08-12 2025-06-30 13F MERCK COM 58933Y105 489,209 482,829 6 0.0886
2025-04-15 2025-03-31 13F MERCK COM 58933Y105 6,380 -220 -3.33 573 -12.80 0.0897
2025-01-14 2024-12-31 13F MERCK COM 58933Y105 6,600 9 0.14 657 -12.30 0.1026
2024-11-05 2024-09-30 13F MERCK COM 58933Y105 6,591 537 8.87 748 -0.13 0.1193
2024-07-31 2024-06-30 13F MERCK COM 58933Y105 6,054 120 2.02 749 -4.22 0.1300
2024-05-13 2024-03-31 13F MERCK COM 58933Y105 5,934 0 0.00 783 21.05 0.1335
2024-02-13 2023-12-31 13F MERCK COM 58933Y105 5,934 -229 -3.72 647 1.89 0.1227
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 6,163 -22 -0.36 634 -11.08 0.1342
2023-08-15 2023-06-30 13F MERCK COM 58933Y105 6,185 -330 -5.07 714 2.89 0.1429
2023-05-08 2023-03-31 13F MERCK COM 58933Y105 6,515 1,872 40.32 693 34.56 0.1466
2023-02-07 2022-12-31 13F MERCK COM 58933Y105 4,643 0 0.00 515 28.75 0.1165
2022-11-15 2022-09-30 13F MERCK COM 58933Y105 4,643 0 0.00 400 -5.44 0.0996
2022-08-12 2022-06-30 13F MERCK COM 58933Y105 4,643 0 0.00 423 11.02 0.1023
2022-05-02 2022-03-31 13F MERCK COM 58933Y105 4,643 30 0.65 381 7.63 0.0801
2022-02-01 2021-12-31 13F MERCK COM 58933Y105 4,613 0 0.00 354 2.31 0.0725
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 4,613 0 0.00 346 -3.62 0.0765
2021-08-02 2021-06-30 13F MERCK COM 58933Y105 4,613 62 1.36 359 2.28 0.0775
2021-05-04 2021-03-31 13F MERCK & CO. COM 58933Y105 4,551 330 7.82 351 1.74 0.0851
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 4,221 65 1.56 345 0.00 0.0897
2020-11-10 2020-09-30 13F MERCK & CO. COM 58933Y105 4,156 0 0.00 345 7.48 0.1072
2020-08-06 2020-06-30 13F MERCK & CO. COM 58933Y105 4,156 -54 -1.28 321 -0.93 0.1097
2020-04-30 2020-03-31 13F MERCK & CO. COM 58933Y105 4,210 230 5.78 324 -10.50 0.1273
2020-01-31 2019-12-31 13F MERCK COM 58933Y105 3,980 -173 -4.17 362 3.43 0.1196
2019-11-13 2019-09-30 13F MERCK COM 58933Y105 4,153 70 1.71 350 2.34 0.1249
2019-08-07 2019-06-30 13F MERCK COM 58933Y105 4,083 -107 -2.55 342 -1.72 0.1266
2019-05-09 2019-03-31 13F MERCK COM 58933Y105 4,190 0 0.00 348 8.75 0.1341
2019-02-08 2018-12-31 13F MERCK COM 58933Y105 4,190 4,190 320 0.1368
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.