Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMission Wealth Management, Lp
Latest Disclosed Ownership25,990 shares
Latest Disclosed Value $ 3,126,336
Mission Wealth Management, Lp reports 9.70% decrease in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Mission Wealth Management, Lp filed a 13F-HR form disclosing ownership of 25,990 shares of Merck & Co., Inc. (MX:MRK) valued at $3,126,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 28,781 shares of Merck & Co., Inc.. This represents a change in shares of -9.70% 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)
2026-05-15 2026-03-31 13F MERCK COM 58933Y105 25,990 -2,791 -9.70 3,126 3.20 0.0643
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 28,781 1,322 4.81 3,029 31.47 0.0604
2025-11-04 2025-09-30 13F MERCK COM 58933Y105 27,459 -2,872 -9.47 2,305 -4.00 0.0458
2025-08-05 2025-06-30 13F MERCK COM 58933Y105 30,331 -2,208 -6.79 2,401 -17.81 0.0513
2025-04-17 2025-03-31 13F MERCK COM 58933Y105 32,539 -213 -0.65 2,921 -10.37 0.0717
2025-02-06 2024-12-31 13F MERCK COM 58933Y105 32,752 -298 -0.90 3,258 -13.19 0.0760
2024-10-31 2024-09-30 13F MERCK COM 58933Y105 33,050 43 0.13 3,753 -8.15 0.0908
2024-08-05 2024-06-30 13F MERCK COM 58933Y105 33,007 2,977 9.91 4,086 3.13 0.1082
2024-04-30 2024-03-31 13F MERCK COM 58933Y105 30,030 3,173 11.81 3,963 35.36 0.1042
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 26,857 373 1.41 2,928 7.37 0.0951
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 26,484 -687 -2.53 2,727 -13.05 0.1016
2023-08-04 2023-06-30 13F MERCK COM 58933Y105 27,171 547 2.05 3,135 10.70 0.1184
2023-04-07 2023-03-31 13F MERCK COM 58933Y105 26,624 33 0.12 2,833 -4.00 0.1186
2023-02-02 2022-12-31 13F MERCK COM 58933Y105 26,591 -186 -0.69 2,950 27.93 0.1411
2022-10-12 2022-09-30 13F MERCK COM 58933Y105 26,777 1,588 6.30 2,306 0.44 0.1221
2022-07-27 2022-06-30 13F MERCK COM 58933Y105 25,189 1,080 4.48 2,296 16.08 0.1207
2022-04-25 2022-03-31 13F MERCK COM 58933Y105 24,109 160 0.67 1,978 7.79 0.0914
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 23,949 -436 -1.79 1,835 0.16 0.0826
2021-11-05 2021-09-30 13F MERCK COM 58933Y105 24,385 -82 -0.34 1,832 -3.73 0.0933
2021-08-10 2021-06-30 13F MERCK COM 58933Y105 24,467 1,674 7.34 1,903 8.31 0.1009
2021-05-10 2021-03-31 13F MERCK & CO. COM 58933Y105 22,793 1,190 5.51 1,757 -0.57 0.1020
2021-01-19 2020-12-31 13F MERCK & CO. COM 58933Y105 21,603 571 2.71 1,767 1.26 0.1106
2020-10-16 2020-09-30 13F MERCK & CO. COM 58933Y105 21,032 638 3.13 1,745 10.65 0.1307
2020-08-03 2020-06-30 13F MERCK & CO. COM 58933Y105 20,394 2,863 16.33 1,577 16.90 0.1360
2020-04-27 2020-03-31 13F/A-1 MERCK & CO. COM 58933Y105 17,531 -266 -1.49 1,349 -16.68 0.1489
2020-04-10 2020-03-31 13F MERCK & CO. COM 58933Y105 17,531 -266 1,349 149,621.2331
2020-01-21 2019-12-31 13F MERCK COM 58933Y105 17,797 333 1.91 1,619 10.14 0.1557
2019-10-16 2019-09-30 13F MERCK COM 58933Y105 17,464 -1,097 -5.91 1,470 -5.53 0.1570
2019-08-09 2019-06-30 13F MERCK COM 58933Y105 18,561 899 5.09 1,556 5.92 0.1744
2019-05-14 2019-03-31 13F MERCK COM 58933Y105 17,662 -352 -1.95 1,469 6.76 0.1705
2019-02-07 2018-12-31 13F MERCK COM 58933Y105 18,014 -70 -0.39 1,376 7.25 0.1793
2018-11-01 2018-09-30 13F MERCK COM 58933Y105 18,084 -2,948 -14.02 1,283 0.47 0.1689
2018-08-08 2018-06-30 13F MERCK COM 58933Y105 21,032 -3,498 -14.26 1,277 -4.42 0.1885
2018-05-04 2018-03-31 13F MERCK COM 58933Y105 24,530 -459 -1.84 1,336 -4.98 0.2156
2018-02-09 2017-12-31 13F MERCK COM 58933Y105 24,989 -2,433 -8.87 1,406 -19.93 0.2408
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 27,422 -6,941 -20.20 1,756 -20.25 0.3222
2017-08-11 2017-06-30 13F MERCK COM 58933Y105 34,363 199 0.58 2,202 1.43 0.4182
2017-05-11 2017-03-31 13F MERCK COM 58933Y105 34,164 -8,640 -20.19 2,171 -13.85 0.4222
2017-01-27 2016-12-31 13F MERCK COM 58933Y105 42,804 -8,609 -16.74 2,520 -21.47 0.5014
2016-11-14 2016-09-30 13F MERCK COM 58933Y105 51,413 5,200 11.25 3,209 20.55 0.7756
2016-08-03 2016-06-30 13F MERCK COM 58933Y105 46,213 -120 -0.26 2,662 8.61 0.7072
2016-04-15 2016-03-31 13F MERCK & CO INC COM 58933Y105 46,333 29,543 175.96 2,451 176.32 0.6600
2016-02-16 2015-12-31 13F MERCK & CO INC COM 58933Y105 16,790 3,212 23.66 887 32.19 0.2498
2015-10-22 2015-09-30 13F MERCK & CO INC COM 58933Y105 13,578 -1,159 -7.86 671 -20.78 0.2031
2015-08-11 2015-06-30 13F MERCK & CO INC COM 58933Y105 14,737 14,737 847 0.2898
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.