Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMeridian Wealth Advisors, LLC
Latest Disclosed Ownership25,699 shares
Latest Disclosed Value $ 3,091,317
Meridian Wealth Advisors, LLC reports 52.54% decrease in ownership of MRK / Merck & Co., Inc.

On May 11, 2026 - Meridian Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 25,699 shares of Merck & Co., Inc. (MX:MRK) valued at $3,091,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 54,154 shares of Merck & Co., Inc.. This represents a change in shares of -52.54% 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)
2026-05-11 2026-03-31 13F MERCK COM 58933Y105 25,699 -28,455 -52.54 3,091 -45.77 0.4087
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 54,154 -310 -0.57 5,700 24.70 0.7893
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 54,464 1,437 2.71 4,571 8.91 0.6490
2025-08-12 2025-06-30 13F MERCK COM 58933Y105 53,027 -783 -1.46 4,198 -13.09 0.6637
2025-05-05 2025-03-31 13F MERCK COM 58933Y105 53,810 3,121 6.16 4,830 -4.22 0.8200
2025-02-11 2024-12-31 13F MERCK COM 58933Y105 50,689 -1,809 -3.45 5,043 -15.42 0.8317
2024-10-24 2024-09-30 13F MERCK COM 58933Y105 52,498 -1,691 -3.12 5,962 -11.14 0.9969
2024-08-02 2024-06-30 13F MERCK COM 58933Y105 54,189 2,591 5.02 6,709 -1.47 1.1964
2024-05-10 2024-03-31 13F MERCK COM 58933Y105 51,598 2,510 5.11 6,808 27.23 1.2787
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 49,088 1,390 2.91 5,352 8.98 1.1718
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 47,698 1,823 3.97 4,911 -7.24 1.2271
2023-08-02 2023-06-30 13F MERCK COM 58933Y105 45,875 -2,414 -5.00 5,294 3.04 1.2807
2023-05-02 2023-03-31 13F MERCK COM 58933Y105 48,289 -8 -0.02 5,137 -4.12 1.2860
2023-01-23 2022-12-31 13F MERCK COM 58933Y105 48,297 654 1.37 5,359 30.59 1.3810
2022-10-19 2022-09-30 13F MERCK COM 58933Y105 47,643 617 1.31 4,103 -4.29 1.1556
2022-07-26 2022-06-30 13F MERCK COM 58933Y105 47,026 3,274 7.48 4,287 19.42 1.1394
2022-05-12 2022-03-31 13F MERCK COM 58933Y105 43,752 5,079 13.13 3,590 21.12 0.8324
2022-02-02 2021-12-31 13F MERCK COM 58933Y105 38,673 2,027 5.53 2,964 7.70 0.7203
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 36,646 1,435 4.08 2,752 0.51 0.7666
2021-08-10 2021-06-30 13F MERCK COM 58933Y105 35,211 4,809 15.82 2,738 16.81 0.7753
2021-05-07 2021-03-31 13F MERCK & CO. COM 58933Y105 30,402 6,404 26.69 2,344 19.41 0.7785
2021-05-07 2020-12-31 13F/A-1 MERCK & CO. COM 58933Y105 23,998 2,616 12.23 1,963 10.65 0.7162
2021-02-16 2020-12-31 13F MERCK COM 58933Y105 282 -21,100 26 0.0160
2020-11-16 2020-09-30 13F MERCK & CO. COM 58933Y105 21,382 1,177 5.83 1,774 13.57 0.7624
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 20,205 1,328 7.04 1,562 7.58 0.7219
2020-05-15 2020-03-31 13F MERCK & CO. COM 58933Y105 18,877 -653 -3.34 1,452 -18.24 0.8026
2020-02-12 2019-12-31 13F MERCK COM 58933Y105 19,530 -270 -1.36 1,776 6.60 0.6997
2019-11-08 2019-09-30 13F MERCK COM 58933Y105 19,800 2,120 11.99 1,666 9.46 0.7130
2019-08-08 2019-06-30 13F MERCK COM 58933Y105 17,680 1,543 9.56 1,522 13.41 1.0616
2019-05-07 2019-03-31 13F MERCK COM 58933Y105 16,137 -534 -3.20 1,342 5.34 0.9782
2019-02-14 2018-12-31 13F MERCK & COMPANY COM 58933Y105 16,671 16,671 1,274 0.9781
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.