Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLineweaver Wealth Advisors, LLC
Latest Disclosed Ownership33,644 shares
Latest Disclosed Value $ 4,047,094
Lineweaver Wealth Advisors, LLC reports 11.18% decrease in ownership of MRK / Merck & Co., Inc.

On April 8, 2026 - Lineweaver Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 33,644 shares of Merck & Co., Inc. (MX:MRK) valued at $4,047,094 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 37,880 shares of Merck & Co., Inc.. This represents a change in shares of -11.18% 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)
2026-04-08 2026-03-31 13F MERCK COM 58933Y105 33,644 -4,236 -11.18 4,047 1.50 0.5458
2026-01-14 2025-12-31 13F MERCK COM 58933Y105 37,880 17 0.04 3,987 25.50 0.5397
2025-10-10 2025-09-30 13F MERCK COM 58933Y105 37,863 11,122 41.59 3,178 50.14 0.4656
2025-07-09 2025-06-30 13F MERCK COM 58933Y105 26,741 -4,532 -14.49 2,117 -24.62 0.3345
2025-05-02 2025-03-31 13F MERCK COM 58933Y105 31,273 2,410 8.35 2,808 -2.23 0.4782
2025-02-05 2024-12-31 13F MERCK COM 58933Y105 28,863 -4,807 -14.28 2,872 -24.92 0.5308
2024-10-25 2024-09-30 13F MERCK COM 58933Y105 33,670 2,614 8.42 3,825 -0.52 0.7282
2024-08-02 2024-06-30 13F MERCK COM 58933Y105 31,056 -386 -1.23 3,845 -7.35 0.7968
2024-04-30 2024-03-31 13F MERCK COM 58933Y105 31,442 2,277 7.81 4,150 30.47 0.9855
2024-01-19 2023-12-31 13F MERCK COM 58933Y105 29,165 5,704 24.31 3,180 31.68 0.8241
2023-10-19 2023-09-30 13F MERCK COM 58933Y105 23,461 2,047 9.56 2,415 -2.27 0.7024
2023-07-27 2023-06-30 13F MERCK COM 58933Y105 21,414 -35 -0.16 2,471 8.28 0.7048
2023-05-02 2023-03-31 13F MERCK COM 58933Y105 21,449 2,022 10.41 2,282 5.89 0.7011
2023-01-26 2022-12-31 13F MERCK COM 58933Y105 19,427 -1,357 -6.53 2,155 20.19 0.6531
2022-11-01 2022-09-30 13F MERCK &CO. INC COM COM 58933Y105 20,784 2,492 13.62 1,793 7.56 0.5814
2022-07-26 2022-06-30 13F MERCK &CO. INC COM COM 58933Y105 18,292 2,046 12.59 1,667 25.06 0.5504
2022-05-09 2022-03-31 13F MERCK &CO. INC COM COM 58933Y105 16,246 5,965 58.02 1,333 69.16 0.3809
2022-01-31 2021-12-31 13F MERCK &CO. INC COM COM 58933Y105 10,281 4,345 73.20 788 77.08 0.2271
2021-10-22 2021-09-30 13F MERCK &CO. INC COM COM 58933Y105 5,936 1,192 25.13 445 20.92 0.1358
2021-07-26 2021-06-30 13F MERCK &CO. INC COM COM 58933Y105 4,744 83 1.78 368 2.51 0.1207
2021-04-30 2021-03-31 13F MERCK &CO. INC COM COM 58933Y105 4,661 532 12.88 359 6.53 0.1273
2021-02-11 2020-12-31 13F MERCK &CO. INC COM COM 58933Y105 4,129 -506 -10.92 337 -12.24 0.1322
2020-10-20 2020-09-30 13F MERCK CO. INC COM COM 58933Y105 4,635 785 20.39 384 29.29 0.1715
2020-08-10 2020-06-30 13F MERCK &CO. INC COM COM 58933Y105 3,850 424 12.38 297 13.36 0.1510
2020-05-05 2020-03-31 13F MERCK & CO INC NEW COM COM 58933Y105 3,426 358 11.67 262 -6.09 0.1646
2020-01-16 2019-12-31 13F MERCK & CO INC NEW COM COM 58933Y105 3,068 3,068 279 0.1575
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.