Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership71,654 shares
Latest Disclosed Value $ 8,619,208
Meridian Wealth Management, LLC reports 1.50% decrease in ownership of MRK / Merck & Co., Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 71,654 shares of Merck & Co., Inc. (MX:MRK) valued at $8,619,208 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 72,747 shares of Merck & Co., Inc.. This represents a change in shares of -1.50% 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)
2026-05-06 2026-03-31 13F MERCK COM 58933Y105 71,654 -1,093 -1.50 8,619 12.56 0.3026
2026-02-04 2025-12-31 13F MERCK COM 58933Y105 72,747 -739 -1.01 7,657 24.16 0.2695
2025-11-04 2025-09-30 13F MERCK COM 58933Y105 73,486 2,212 3.10 6,168 9.31 0.2364
2025-08-08 2025-06-30 13F MERCK COM 58933Y105 71,274 881 1.25 5,642 -10.70 0.2409
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 70,393 -7,957 -10.16 6,318 -18.94 0.3059
2025-02-06 2024-12-31 13F MERCK COM 58933Y105 78,350 -9,251 -10.56 7,794 -21.64 0.3687
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 87,601 2,888 3.41 9,948 -5.15 0.4890
2024-08-08 2024-06-30 13F MERCK COM 58933Y105 84,713 84,713 10,487 1.2535
2024-04-25 2024-03-31 13F MERCK COM 58933Y105 0 -79,659 -100.00 0 -100.00
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 79,659 30,004 60.42 8,684 69.91 0.5545
2023-10-17 2023-09-30 13F MERCK COM 58933Y105 49,655 1,541 3.20 5,112 -7.93 0.3132
2023-08-02 2023-06-30 13F MERCK COM 58933Y105 48,114 -7,330 -13.22 5,552 -5.88 0.4680
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 55,444 8,731 18.69 5,899 13.82 0.5145
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 46,713 7,725 19.81 5,183 54.32 0.5074
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 38,988 21,158 118.67 3,358 106.52 0.3613
2022-08-05 2022-06-30 13F MERCK COM 58933Y105 17,830 3,630 25.56 1,626 39.57 0.1330
2022-05-12 2022-03-31 13F MERCK COM 58933Y105 14,200 243 1.74 1,165 8.88 0.1273
2022-01-27 2021-12-31 13F MERCK COM 58933Y105 13,957 2,123 17.94 1,070 20.36 0.1143
2021-10-15 2021-09-30 13F MERCK COM 58933Y105 11,834 -4,077 -25.62 889 -28.13 0.1097
2021-07-22 2021-06-30 13F MERCK COM 58933Y105 15,911 -2,472 -13.45 1,237 -12.70 0.1577
2021-05-07 2021-03-31 13F MERCK & CO. COM 58933Y105 18,383 8,928 94.43 1,417 83.31 0.2063
2021-01-19 2020-12-31 13F MERCK & CO. COM 58933Y105 9,455 -6,662 -41.34 773 -42.14 0.1227
2020-10-09 2020-09-30 13F MERCK & CO. COM 58933Y105 16,117 8,418 109.34 1,336 124.54 0.3275
2020-07-15 2020-06-30 13F MERCK & CO. COM 58933Y105 7,699 802 11.63 595 12.26 0.1991
2020-04-16 2020-03-31 13F MERCK & CO. COM 58933Y105 6,897 4,038 141.24 530 104.63 0.2348
2020-01-09 2019-12-31 13F MERCK COM 58933Y105 2,859 2,859 259 0.1246
2019-11-08 2019-09-30 13F MERCK COM 58933Y105 0 -2,472 -100.00 0 -100.00
2019-07-19 2019-06-30 13F MERCK COM 58933Y105 2,472 7 0.28 2,073 911.22 0.0839
2019-06-03 2019-03-31 13F/A-1 MERCK COM 58933Y105 2,465 2,465 205 0.0933
2019-05-15 2019-03-31 13F MERCK COM 58933Y105 2,465 2,050
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.