Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership37,094 shares
Latest Disclosed Value $ 4,493,456
Prestige Wealth Management Group LLC reports 1.15% increase in ownership of MRK / Merck & Co., Inc.

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 37,094 shares of Merck & Co., Inc. (MX:MRK) valued at $4,493,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 36,674 shares of Merck & Co., Inc.. This represents a change in shares of 1.15% 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)
2026-05-13 2026-03-31 13F MERCK COM 58933Y105 37,094 420 1.15 4,493 15.47 0.8823
2026-02-11 2025-12-31 13F MERCK COM 58933Y105 36,674 6,909 23.21 3,892 54.28 0.7426
2026-02-20 2025-09-30 13F/A-1 MERCK COM 58933Y105 29,765 -105 -0.35 2,522 5.61 0.4867
2025-11-10 2025-09-30 13F MERCK COM 58933Y105 29,765 -105 2,522 0.4867
2026-02-20 2025-06-30 13F/A-1 MERCK COM 58933Y105 29,870 -1,968 -6.18 2,389 -17.17 0.4867
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 29,870 -1,968 2,389 0.4867
2026-02-20 2025-03-31 13F/A-1 MERCK COM 58933Y105 31,838 487 1.55 2,884 -8.27 0.6163
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 31,838 487 2,884 0.6163
2026-02-20 2024-12-31 13F/A-1 MERCK COM 58933Y105 31,351 -158 -0.50 3,144 -12.74 0.6535
2025-02-12 2024-12-31 13F MERCK COM 58933Y105 31,351 -158 3,144 0.6535
2026-02-20 2024-09-30 13F/A-1 MERCK COM 58933Y105 31,509 710 2.31 3,602 -6.10 0.7448
2024-11-15 2024-09-30 13F MERCK COM 58933Y105 31,509 710 3,602 0.7448
2026-02-20 2024-06-30 13F/A-1 MERCK COM 58933Y105 30,799 454 1.50 3,837 -4.74 0.8285
2024-08-06 2024-06-30 13F MERCK COM 58933Y105 30,799 454 3,837 0.8285
2024-04-26 2024-03-31 13F MERCK COM 58933Y105 30,345 -679 -2.19 4,027 18.23 0.8676
2024-04-26 2023-12-31 13F/A-1 MERCK COM 58933Y105 31,024 -760 -2.39 3,406 3.37 0.7729
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 31,024 -760 3,406 0.6379
2024-04-26 2023-09-30 13F/A-1 MERCK COM 58933Y105 31,784 -634 -1.96 3,295 -12.44 0.8125
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 31,784 -634 3,295 0.8125
2024-04-26 2023-06-30 13F/A-1 MERCK COM 58933Y105 32,418 -6,087 -15.81 3,764 -8.75 0.8918
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 32,418 -6,087 3,764 0.8918
2024-04-26 2023-03-31 13F/A-1 MERCK COM 58933Y105 38,505 7,020 22.30 4,125 17.29 1.0368
2023-05-16 2023-03-31 13F MERCK COM 58933Y105 38,505 7,020 4,125 1.0154
2023-02-08 2022-12-31 13F MERCK COM 58933Y105 31,485 -6,197 -16.45 3,516 7.49 0.9165
2022-11-01 2022-09-30 13F MERCK COM 58933Y105 37,682 819 2.22 3,271 -3.40 0.9192
2022-08-10 2022-06-30 13F MERCK COM 58933Y105 36,863 -2,099 -5.39 3,386 5.91 0.9182
2022-05-05 2022-03-31 13F MERCK COM 58933Y105 38,962 5,862 17.71 3,197 26.01 0.7867
2022-02-15 2021-12-31 13F MERCK COM 58933Y105 33,100 2,285 7.42 2,537 9.64 0.6062
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 30,815 689 2.29 2,314 -1.24 0.5923
2021-08-12 2021-06-30 13F MERCK COM 58933Y105 30,126 1,350 4.69 2,343 5.64 0.6220
2021-05-13 2021-03-31 13F MERCK & CO. COM 58933Y105 28,776 -553 -1.89 2,218 -7.54 0.6064
2021-02-17 2020-12-31 13F MERCK & CO. COM 58933Y105 29,329 -522 -1.75 2,399 -3.11 0.6574
2020-10-26 2020-09-30 13F MERCK & CO. COM 58933Y105 29,851 -236 -0.78 2,476 6.40 0.7478
2020-08-13 2020-06-30 13F MERCK & CO. COM 58933Y105 30,087 -680 -2.21 2,327 -1.69 0.8205
2020-05-15 2020-03-31 13F MERCK & CO. COM 58933Y105 30,767 -6,159 -16.68 2,367 -29.51 0.9982
2020-01-28 2019-12-31 13F MERCK COM 58933Y105 36,926 -330 -0.89 3,358 7.04 1.8377
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 37,256 -26 -0.07 3,137 0.35 1.8360
2019-08-16 2019-06-30 13F MERCK COM 58933Y105 37,282 -643 -1.70 3,126 -0.89 1.8906
2019-08-16 2019-03-31 13F MERCK COM 58933Y105 37,925 485 1.30 3,154 10.24 1.9373
2019-04-16 2018-12-31 13F Merck & Co Inc COM 58933Y105 37,440 37,440 2,861 2.1066
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.