Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership3,388 shares
Latest Disclosed Value $ 407,142
Liberty Wealth Management Llc reports 4.44% increase in ownership of MRK / Merck & Co., Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 3,388 shares of Merck & Co., Inc. (MX:MRK) valued at $407,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,244 shares of Merck & Co., Inc.. This represents a change in shares of 4.44% 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 3,388 144 4.44 407 19.35 0.0509
2026-02-04 2025-12-31 13F MERCK COM 58933Y105 3,244 173 5.63 341 32.68 0.0441
2025-10-31 2025-09-30 13F MERCK COM 58933Y105 3,071 -655 -17.58 258 -12.59 0.0363
2025-08-01 2025-06-30 13F MERCK COM 58933Y105 3,726 -55,339 -93.69 295 21.99 0.0462
2025-05-09 2025-03-31 13F MERCK COM 58933Y105 59,065 55,626 1,617.51 241 -29.53 0.0442
2025-02-10 2024-12-31 13F MERCK COM 58933Y105 3,439 -51 -1.46 342 -13.64 0.0570
2024-11-04 2024-09-30 13F MERCK COM 58933Y105 3,490 -65,364 -94.93 396 0.0673
2024-08-07 2024-06-30 13F MERCK COM 58933Y105 68,854 65,473 1,936.50 0 0.0816
2024-05-03 2024-03-31 13F MERCK COM 58933Y105 3,381 -221 -6.14 0 0.0870
2024-02-09 2023-12-31 13F MERCK COM 58933Y105 3,602 -1,211 -25.16 0 0.0843
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 4,813 53 1.11 0 -100.00 0.1232
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 4,760 -180 -3.64 549 4.57 0.1357
2023-05-03 2023-03-31 13F MERCK COM 58933Y105 4,940 -1,287 -20.67 526 -2.05 0.1084
2022-11-15 2022-09-30 13F MERCK COM 58933Y105 6,227 15 0.24 536 -5.30 0.1429
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 6,212 441 7.64 566 19.66 0.2296
2022-05-09 2022-03-31 13F MERCK COM 58933Y105 5,771 -94 -1.60 473 5.35 0.1707
2022-02-15 2021-12-31 13F MERCK COM 58933Y105 5,865 -1,774 -23.22 449 -24.28 0.0195
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 7,639 1,720 29.06 593 28.91 0.2115
2021-08-13 2021-06-30 13F/A-1 MERCK COM 58933Y105 5,919 826 16.22 460 16.75 0.1789
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 460,314 455,221 5,919 0.1806
2021-05-17 2021-03-31 13F MERCK CO INC COM COM 58933Y105 5,093 0 0.00 394 0.00 0.1924
2021-02-09 2020-12-31 13F MERCK CO INC COM COM 58933Y105 5,093 1,675 49.01 394 38.73 0.1928
2020-11-05 2020-09-30 13F MERCK CO INC COM COM 58933Y105 3,418 -39 -1.13 284 6.37 0.1674
2020-08-04 2020-06-30 13F MERCK & CO INC NEW COM COM 58933Y105 3,457 -1 -0.03 267 0.38 0.1879
2020-04-27 2020-03-31 13F MERCK & CO INC NEW COM COM 58933Y105 3,458 -87 -2.45 266 -17.39 0.2324
2020-02-05 2019-12-31 13F MERCK & CO INC NEW COM COM 58933Y105 3,545 809 29.57 322 40.00 0.2537
2019-10-30 2019-09-30 13F MERCK & CO INC NEW COM COM 58933Y105 2,736 -208 -7.07 230 -6.88 0.2176
2019-07-30 2019-06-30 13F MERCK & CO INC NEW COM COM 58933Y105 2,944 585 24.80 247 26.02 0.2166
2019-04-18 2019-03-31 13F MERCK & CO INC NEW COM COM 58933Y105 2,359 124 5.55 196 15.29 0.1476
2019-03-26 2018-12-31 13F MERCK & CO INC NEW COM COM 58933Y105 2,235 2,235 170 0.1268
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.