Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership24,244 shares
Latest Disclosed Value $ 2,916,322
LVW Advisors, LLC reports 2.13% decrease in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 24,244 shares of Merck & Co., Inc. (MX:MRK) valued at $2,916,322 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 24,771 shares of Merck & Co., Inc.. This represents a change in shares of -2.13% 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)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 24,244 -527 -2.13 2,916 11.85 0.2778
2026-01-14 2025-12-31 13F MERCK COM 58933Y105 24,771 5,239 26.82 2,607 59.06 0.2643
2025-10-20 2025-09-30 13F MERCK COM 58933Y105 19,532 615 3.25 1,639 9.49 0.1674
2025-07-17 2025-06-30 13F MERCK COM 58933Y105 18,917 4,358 29.93 1,497 14.62 0.1634
2025-04-09 2025-03-31 13F MERCK COM 58933Y105 14,559 4,086 39.01 1,307 25.46 0.1563
2025-01-16 2024-12-31 13F MERCK COM 58933Y105 10,473 2,653 33.93 1,042 17.23 0.1254
2024-10-09 2024-09-30 13F MERCK COM 58933Y105 7,820 1,028 15.14 888 5.71 0.1130
2024-07-15 2024-06-30 13F MERCK COM 58933Y105 6,792 328 5.07 841 -1.41 0.1229
2024-04-18 2024-03-31 13F MERCK COM 58933Y105 6,464 656 11.29 853 34.60 0.1443
2024-01-16 2023-12-31 13F MERCK COM 58933Y105 5,808 -927 -13.76 633 -8.66 0.1186
2023-10-11 2023-09-30 13F MERCK COM 58933Y105 6,735 -3,033 -31.05 693 -38.51 0.1431
2023-07-14 2023-06-30 13F MERCK COM 58933Y105 9,768 -5,118 -34.38 1,127 -28.81 0.2168
2023-05-03 2023-03-31 13F MERCK COM 58933Y105 14,886 -956 -6.03 1,584 -9.90 0.3096
2023-01-19 2022-12-31 13F MERCK COM 58933Y105 15,842 -630 -3.82 1,758 23.82 0.3575
2022-10-14 2022-09-30 13F MERCK COM 58933Y105 16,472 -310 -1.85 1,419 -7.25 0.3171
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 16,782 -76 -0.45 1,530 10.63 0.3112
2022-05-02 2022-03-31 13F MERCK COM 58933Y105 16,858 821 5.12 1,383 12.53 0.2339
2022-01-26 2021-12-31 13F MERCK COM 58933Y105 16,037 424 2.72 1,229 4.77 0.2094
2021-11-02 2021-09-30 13F MERCK COM 58933Y105 15,613 827 5.59 1,173 2.00 0.2020
2021-07-15 2021-06-30 13F MERCK COM 58933Y105 14,786 6,338 75.02 1,150 76.65 0.2041
2021-04-19 2021-03-31 13F MERCK & CO. COM 58933Y105 8,448 2,218 35.60 651 27.65 0.1250
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 6,230 371 6.33 510 4.94 0.1023
2020-10-29 2020-09-30 13F MERCK & CO. COM 58933Y105 5,859 169 2.97 486 10.45 0.1071
2020-08-11 2020-06-30 13F MERCK & CO. COM 58933Y105 5,690 -213 -3.61 440 -3.08 0.1062
2020-04-23 2020-03-31 13F MERCK & CO. COM 58933Y105 5,903 3,130 112.87 454 80.16 0.1208
2020-02-10 2019-12-31 13F MERCK COM 58933Y105 2,773 -1,253 -31.12 252 -25.66 0.0570
2019-10-22 2019-09-30 13F MERCK COM 58933Y105 4,026 326 8.81 339 9.35 0.0840
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 3,700 -6,131 -62.36 310 -62.10 0.0857
2019-05-03 2019-03-31 13F MERCK COM 58933Y105 9,831 2,310 30.71 818 42.26 0.2180
2019-02-05 2018-12-31 13F MERCK COM 58933Y105 7,521 -12,049 -61.57 575 -58.57 0.1941
2018-11-02 2018-09-30 13F MERCK COM 58933Y105 19,570 15 0.08 1,388 16.93 0.3896
2018-07-31 2018-06-30 13F MERCK COM 58933Y105 19,555 -843 -4.13 1,187 6.84 0.3762
2018-04-20 2018-03-31 13F MERCK COM 58933Y105 20,398 -665 -3.16 1,111 -6.24 0.3448
2018-02-12 2017-12-31 13F MERCK COM 58933Y105 21,063 5,398 34.46 1,185 18.15 0.3461
2017-11-09 2017-09-30 13F MERCK COM 58933Y105 15,665 15,665 1,003 0.3983
2017-08-10 2017-06-30 13F MERCK COM 58933Y105 0 -3,299 -100.00 0 -100.00
2017-05-11 2017-03-31 13F MERCK COM 58933Y105 3,299 -8,590 -72.25 210 -70.00 0.0753
2017-02-10 2016-12-31 13F MERCK COM 58933Y105 11,889 463 4.05 700 -1.82 0.2446
2016-11-14 2016-09-30 13F MERCK COM 58933Y105 11,426 1,083 10.47 713 19.63 0.2337
2016-08-11 2016-06-30 13F MERCK COM 58933Y105 10,343 -3,742 -26.57 596 -20.00 0.2238
2016-05-11 2016-03-31 13F MERCK & CO INC COM 58933Y105 14,085 -866 -5.79 745 -5.70 0.2380
2016-02-16 2015-12-31 13F MERCK & CO INC COM 58933Y105 14,951 -381 -2.48 790 4.36 0.3093
2016-02-16 2015-09-30 13F/A-1 MERCK & CO INC COM 58933Y105 15,332 -458 -2.90 757 -15.80 0.3491
2015-11-13 2015-09-30 13F MERCK & CO INC COM 58933Y105 15,332 757
2015-08-13 2015-06-30 13F MERCK & CO INC COM 58933Y105 15,790 164 1.05 899 0.11 0.3826
2015-05-13 2015-03-31 13F MERCK & CO INC COM 58933Y105 15,626 -442 -2.75 898 -1.54 0.4276
2015-02-17 2014-12-31 13F MERCK & CO INC COM 58933Y105 16,068 16,068 912 0.5026
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.