Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership49,014 shares
Latest Disclosed Value $ 5,895,923
Modera Wealth Management, LLC reports 11.11% increase in ownership of MRK / Merck & Co., Inc.

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 49,014 shares of Merck & Co., Inc. (MX:MRK) valued at $5,895,923 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 44,115 shares of Merck & Co., Inc.. This represents a change in shares of 11.11% 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 49,014 4,899 11.11 5,896 26.97 0.0707
2026-01-21 2025-12-31 13F MERCK COM 58933Y105 44,115 1,193 2.78 4,644 28.90 0.0537
2025-10-31 2025-09-30 13F MERCK COM 58933Y105 42,922 -2,333 -5.16 3,602 0.56 0.0417
2025-08-06 2025-06-30 13F MERCK COM 58933Y105 45,255 -2,910 -6.04 3,582 -17.14 0.0444
2025-05-08 2025-03-31 13F MERCK COM 58933Y105 48,165 -4,493 -8.53 4,323 -17.47 0.0585
2025-02-06 2024-12-31 13F MERCK COM 58933Y105 52,658 -937 -1.75 5,238 -13.93 0.0633
2024-10-24 2024-09-30 13F MERCK COM 58933Y105 53,595 -233 -0.43 6,086 -8.66 0.0775
2024-07-29 2024-06-30 13F MERCK COM 58933Y105 53,828 -768 -1.41 6,664 -7.50 0.0982
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 54,596 225 0.41 7,204 21.53 0.1097
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 54,371 -780 -1.41 5,927 4.40 0.0981
2023-11-30 2023-09-30 13F/A-1 MERCK COM 58933Y105 55,151 -915 -1.63 5,678 -12.24 0.1070
2023-11-01 2023-09-30 13F MERCK COM 58933Y105 55,151 -915 5,678 0.1070
2023-08-07 2023-06-30 13F MERCK COM 58933Y105 56,066 20,004 55.47 6,469 68.64 0.1175
2023-05-05 2023-03-31 13F MERCK COM 58933Y105 36,062 536 1.51 3,837 -2.66 0.1489
2023-02-07 2022-12-31 13F MERCK COM 58933Y105 35,526 -17 -0.05 3,942 28.75 0.1603
2022-11-01 2022-09-30 13F MERCK COM 58933Y105 35,543 63 0.18 3,061 -5.38 0.1551
2022-07-27 2022-06-30 13F MERCK COM 58933Y105 35,480 40 0.11 3,235 11.24 0.1541
2022-05-03 2022-03-31 13F MERCK COM 58933Y105 35,440 -247 -0.69 2,908 6.36 0.1287
2022-02-04 2021-12-31 13F MERCK COM 58933Y105 35,687 6,877 23.87 2,734 26.34 0.1044
2021-11-04 2021-09-30 13F MERCK COM 58933Y105 28,810 188 0.66 2,164 -2.79 0.1111
2021-08-02 2021-06-30 13F MERCK COM 58933Y105 28,622 77 0.27 2,226 1.18 0.1201
2021-04-29 2021-03-31 13F MERCK & CO. COM 58933Y105 28,545 -888 -3.02 2,200 -8.64 0.1430
2021-02-11 2020-12-31 13F MERCK & CO. COM 58933Y105 29,433 7,303 33.00 2,408 31.15 0.1910
2020-11-12 2020-09-30 13F MERCK & CO. COM 58933Y105 22,130 0 0.00 1,836 7.31 0.2723
2020-08-12 2020-06-30 13F MERCK & CO. COM 58933Y105 22,130 -296 -1.32 1,711 -0.81 0.2731
2020-05-12 2020-03-31 13F MERCK & CO. COM 58933Y105 22,426 46 0.21 1,725 -15.23 0.3617
2020-02-05 2019-12-31 13F MERCK COM 58933Y105 22,380 161 0.72 2,035 8.82 0.3180
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 22,219 2 0.01 1,870 0.38 0.3107
2019-08-07 2019-06-30 13F MERCK COM 58933Y105 22,217 337 1.54 1,863 2.36 0.3401
2019-05-13 2019-03-31 13F MERCK COM 58933Y105 21,880 636 2.99 1,820 12.14 0.3408
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 21,244 -512 -2.35 1,623 5.18 0.3198
2018-11-09 2018-09-30 13F MERCK COM 58933Y105 21,756 364 1.70 1,543 18.88 0.3125
2018-08-09 2018-06-30 13F MERCK COM 58933Y105 21,392 104 0.49 1,298 11.90 0.2736
2018-05-10 2018-03-31 13F MERCK COM 58933Y105 21,288 431 2.07 1,160 -1.19 0.2406
2018-02-05 2017-12-31 13F MERCK COM 58933Y105 20,857 -830 -3.83 1,174 -15.48 0.2531
2017-11-14 2017-09-30 13F Merck COM 58933Y105 21,687 12,720 141.85 1,389 141.57 0.3130
2017-08-10 2017-06-30 13F MERCK COM 58933Y105 8,967 -39 -0.43 575 0.52 0.1397
2017-05-11 2017-03-31 13F MERCK COM 58933Y105 9,006 181 2.05 572 10.00 0.1433
2017-02-10 2016-12-31 13F MERCK COM 58933Y105 8,825 -452 -4.87 520 -10.19 0.1756
2017-02-10 2016-09-30 13F/A-1 MERCK COM 58933Y105 9,277 136 1.49 579 9.87 0.1941
2016-11-10 2016-09-30 13F MERCK COM 58933Y105 9,277 579
2016-08-09 2016-06-30 13F MERCK COM 58933Y105 9,141 -768 -7.75 527 0.57 0.1842
2016-05-16 2016-03-31 13F MERCK & CO INC COM 58933Y105 9,909 -10,031 -50.31 524 -50.24 0.1831
2016-02-16 2015-12-31 13F MERCK & CO INC COM 58933Y105 19,940 13,300 200.30 1,053 221.04 0.4160
2015-11-12 2015-09-30 13F MERCK & CO INC COM 58933Y105 6,640 -42 -0.63 328 -13.68 0.1367
2015-12-15 2015-06-30 13F/A-1 MERCK & CO INC COM 58933Y105 6,682 23 0.35 380 -0.78 0.1498
2015-08-10 2015-06-30 13F MERCK & CO INC COM 58933Y105 6,682 380
2015-05-13 2015-03-31 13F MERCK & CO INC COM 58933Y105 6,659 195 3.02 383 4.36 0.1494
2015-02-11 2014-12-31 13F MERCK & CO INC COM 58933Y105 6,464 -1,408 -17.89 367 -21.41 0.1424
2014-11-12 2014-09-30 13F MERCK & CO INC COM 58933Y105 7,872 907 13.02 467 15.88 0.1977
2014-08-08 2014-06-30 13F MERCK & CO INC COM 58933Y105 6,965 90 1.31 403 3.33 0.1830
2014-05-15 2014-03-31 13F/A-1 MERCK & CO INC COM 58933Y105 6,875 -222 -3.13 390 9.86 0.1547
2014-05-09 2014-03-31 13F MERCK & CO INC COM 58933Y105 6,875 390
2014-01-23 2013-12-31 13F MERCK & CO INC COM 58933Y105 7,097 1,210 20.55 355 26.79 0.1349
2013-11-08 2013-09-30 13F MERCK & CO INC COM 58933Y105 5,887 -50 -0.84 280 1.45 0.1343
2013-08-14 2013-06-30 13F MERCK & CO INC COM 58933Y105 5,937 5,937 276 0.1418
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.