Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionPrecedent Wealth Partners, Llc
Latest Disclosed Ownership22,750 shares
Latest Disclosed Value $ 2,736,600
Precedent Wealth Partners, Llc reports 3.53% increase in ownership of MRK / Merck & Co., Inc.

On April 14, 2026 - Precedent Wealth Partners, Llc filed a 13F-HR form disclosing ownership of 22,750 shares of Merck & Co., Inc. (MX:MRK) valued at $2,736,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 21,975 shares of Merck & Co., Inc.. This represents a change in shares of 3.53% 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)
2026-04-14 2026-03-31 13F MERCK COM 58933Y105 22,750 775 3.53 2,737 18.29 0.5478
2026-01-07 2025-12-31 13F MERCK COM 58933Y105 21,975 1,947 9.72 2,313 37.68 0.4851
2025-10-14 2025-09-30 13F MERCK COM 58933Y105 20,028 1,889 10.41 1,681 17.07 0.3702
2025-07-21 2025-06-30 13F MERCK COM 58933Y105 18,139 3,259 21.90 1,436 7.49 0.3517
2025-04-17 2025-03-31 13F MERCK COM 58933Y105 14,880 3,221 27.63 1,336 15.19 0.3708
2025-01-21 2024-12-31 13F MERCK COM 58933Y105 11,659 399 3.54 1,160 -9.31 0.3784
2024-10-17 2024-09-30 13F MERCK COM 58933Y105 11,260 2,234 24.75 1,279 14.41 0.4217
2024-07-23 2024-06-30 13F MERCK COM 58933Y105 9,026 693 8.32 1,117 1.64 0.4500
2024-04-23 2024-03-31 13F MERCK COM 58933Y105 8,333 682 8.91 1,100 31.77 0.4725
2024-01-18 2023-12-31 13F MERCK COM 58933Y105 7,651 7,651 834 0.4240
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.