Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership3,780 shares
Latest Disclosed Value $ 454,643
MBM Wealth Consultants, LLC reports 0.37% increase in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 3,780 shares of Merck & Co., Inc. (MX:MRK) valued at $454,643 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,766 shares of Merck & Co., Inc.. This represents a change in shares of 0.37% 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 3,780 14 0.37 455 14.65 0.1044
2026-01-26 2025-12-31 13F MERCK COM 58933Y105 3,766 0 0.00 396 25.32 0.0942
2025-10-31 2025-09-30 13F MERCK COM 58933Y105 3,766 0 0.00 316 6.04 0.0785
2025-08-13 2025-06-30 13F MERCK COM 58933Y105 3,766 -366 -8.86 298 -20.32 0.0798
2025-04-28 2025-03-31 13F MERCK COM 58933Y105 4,132 -55 -1.31 374 -9.88 0.1106
2025-01-17 2024-12-31 13F MERCK COM 58933Y105 4,187 0 0.00 415 -12.63 0.1236
2024-10-07 2024-09-30 13F MERCK COM 58933Y105 4,187 130 3.20 475 -7.05 0.1500
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 4,057 399 10.91 511 5.36 0.1745
2024-04-18 2024-03-31 13F MERCK COM 58933Y105 3,658 0 0.00 485 9.48 0.1707
2024-01-30 2023-12-31 13F MERCK COM 58933Y105 3,658 -2,205 -37.61 444 -27.26 0.1657
2023-10-19 2023-09-30 13F MERCK COM 58933Y105 5,863 144 2.52 610 -0.81 0.2651
2023-07-24 2023-06-30 13F MERCK COM 58933Y105 5,719 609 11.92 615 0.2631
2023-05-31 2023-03-31 13F MERCK COM 58933Y105 5,110 0 0.00 1 0.2524
2023-02-15 2022-12-31 13F MERCK COM 58933Y105 5,110 1,149 29.01 1 -100.00 0.2642
2022-10-24 2022-09-30 13F MERCK COM 58933Y105 3,961 297 8.11 350 3.86 0.1688
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 3,664 27 0.74 337 13.09 0.1648
2022-05-16 2022-03-31 13F MERCK COM 58933Y105 3,637 255 7.54 298 15.06 0.1238
2022-02-15 2021-12-31 13F MERCK COM 58933Y105 3,382 687 25.49 259 28.22 0.1075
2021-11-16 2021-09-30 13F MERCK COM 58933Y105 2,695 0 0.00 202 -3.81 0.0922
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 2,695 0 0.00 210 0.96 0.0985
2021-05-10 2021-03-31 13F MERCK COM 58933Y105 2,695 0 0.00 208 -5.45 0.1056
2021-02-09 2020-12-31 13F MERCK COM 58933Y105 2,695 0 0.00 220 -1.79 0.1198
2020-11-12 2020-09-30 13F MERCK COM 58933Y105 2,695 0 0.00 224 7.69 0.1431
2020-08-07 2020-06-30 13F MERCK COM 58933Y105 2,695 0 0.00 208 0.48 0.1467
2020-05-13 2020-03-31 13F MERCK COM 58933Y105 2,695 0 0.00 207 -15.51 0.1713
2020-02-11 2019-12-31 13F MERCK COM 58933Y105 2,695 0 0.00 245 7.93 0.1816
2019-10-30 2019-09-30 13F MERCK COM 58933Y105 2,695 0 0.00 227 0.00 0.1783
2019-07-30 2019-06-30 13F MERCK COM 58933Y105 2,695 0 0.00 227 1.34 0.1887
2019-04-25 2019-03-31 13F MERCK COM 58933Y105 2,695 0 0.00 224 8.74 0.1964
2019-02-13 2018-12-31 13F MERCK COM 58933Y105 2,695 2,695 206 0.2009
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.