Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLMG Wealth Partners, LLC
Latest Disclosed Ownership25,087 shares
Latest Disclosed Value $ 3,017,770
LMG Wealth Partners, LLC reports 3.83% increase in ownership of MRK / Merck & Co., Inc.

On April 17, 2026 - LMG Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 25,087 shares of Merck & Co., Inc. (MX:MRK) valued at $3,017,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 24,162 shares of Merck & Co., Inc.. This represents a change in shares of 3.83% 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)
2026-04-17 2026-03-31 13F MERCK COM 58933Y105 25,087 925 3.83 3,018 18.64 0.5499
2026-02-02 2025-12-31 13F MERCK COM 58933Y105 24,162 -1,851 -7.12 2,543 16.49 0.4745
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 26,013 550 2.16 2,183 8.34 0.4060
2025-07-29 2025-06-30 13F MERCK COM 58933Y105 25,463 1,680 7.06 2,016 -5.58 0.4142
2025-05-02 2025-03-31 13F MERCK COM 58933Y105 23,783 695 3.01 2,135 -7.06 0.4757
2025-02-03 2024-12-31 13F MERCK COM 58933Y105 23,088 708 3.16 2,297 -9.64 0.5007
2024-10-23 2024-09-30 13F MERCK COM 58933Y105 22,380 988 4.62 2,541 -4.04 0.5819
2024-08-02 2024-06-30 13F MERCK COM 58933Y105 21,392 434 2.07 2,648 -4.23 0.6603
2024-05-03 2024-03-31 13F MERCK COM 58933Y105 20,958 304 1.47 2,765 22.83 0.6965
2024-01-23 2023-12-31 13F MERCK COM 58933Y105 20,654 888 4.49 2,252 10.67 0.6252
2023-10-16 2023-09-30 13F MERCK COM 58933Y105 19,766 295 1.52 2,035 -9.44 0.6200
2023-07-27 2023-06-30 13F MERCK COM 58933Y105 19,471 513 2.71 2,247 11.41 0.6875
2023-05-02 2023-03-31 13F MERCK COM 58933Y105 18,958 -3,451 -15.40 2,017 -18.55 0.6514
2023-02-14 2022-12-31 13F MERCK & COMPANY Common 58933Y105 22,409 22,409 2,475 0.8183
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.