Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership130,110 shares
Latest Disclosed Value $ 15,757,886
Rsm Us Wealth Management Llc reports 1.70% increase in ownership of MRK / Merck & Co., Inc.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 130,110 shares of Merck & Co., Inc. (MX:MRK) valued at $15,757,886 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 127,931 shares of Merck & Co., Inc.. This represents a change in shares of 1.70% 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)
2026-05-12 2026-03-31 13F MERCK COM 58933Y105 130,110 2,179 1.70 15,758 16.13 0.1935
2026-01-23 2025-12-31 13F MERCK COM 58933Y105 127,931 8,554 7.17 13,568 34.16 0.1729
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 119,377 -5,332 -4.28 10,113 1.62 0.1318
2025-08-13 2025-06-30 13F MERCK COM 58933Y105 124,709 -3,737 -2.91 9,953 -14.42 0.1388
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 128,446 -9,244 -6.71 11,630 -15.01 0.1805
2025-01-27 2024-12-31 13F MERCK COM 58933Y105 137,690 22,112 19.13 13,684 2.58 0.1966
2024-11-07 2024-09-30 13F MERCK COM 58933Y105 115,578 10,861 10.37 13,339 -0.04 0.1957
2024-08-07 2024-06-30 13F MERCK COM 58933Y105 104,717 52,716 101.37 13,344 94.49 0.2239
2024-05-02 2024-03-31 13F MERCK COM 58933Y105 52,001 -104 -0.20 6,861 19.95 0.1762
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 52,105 10,304 24.65 5,720 32.01 0.1550
2023-11-08 2023-09-30 13F MERCK COM 58933Y105 41,801 -1,074 -2.50 4,334 -12.96 0.1534
2023-08-04 2023-06-30 13F MERCK COM 58933Y105 42,875 -792 -1.81 4,979 7.17 0.1700
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 43,667 34,408 371.62 4,646 352.29 0.1640
2023-02-13 2022-12-31 13F MERCK COM 58933Y105 9,259 -64 -0.69 1,027 27.90 0.0509
2022-10-21 2022-09-30 13F MERCK COM 58933Y105 9,323 951 11.36 803 5.24 0.0463
2022-08-11 2022-06-30 13F MERCK COM 58933Y105 8,372 746 9.78 763 20.92 0.0427
2022-05-02 2022-03-31 13F MERCK COM 58933Y105 7,626 1,367 21.84 631 31.46 0.0320
2022-02-08 2021-12-31 13F MERCK COM 58933Y105 6,259 1,278 25.66 480 28.34 0.0234
2021-11-08 2021-09-30 13F MERCK COM 58933Y105 4,981 -414 -7.67 374 -11.58 0.0200
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 5,395 106 2.00 423 2.92 0.0228
2021-04-29 2021-03-31 13F MERCK & CO. COM 58933Y105 5,289 -466 -8.10 411 -12.74 0.0262
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 5,755 -1,838 -24.21 471 -25.24 0.0334
2020-11-03 2020-09-30 13F MERCK & CO. COM 58933Y105 7,593 558 7.93 630 14.96 0.0527
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 7,035 -4,242 -37.62 548 -37.37 0.0530
2020-05-15 2020-03-31 13F MERCK & CO. COM 58933Y105 11,277 -1,554 -12.11 875 -25.53 0.1076
2020-06-04 2019-12-31 13F MERCK COM 58933Y105 12,831 -3,128 -19.60 1,175 -13.09 0.1167
2020-06-04 2019-09-30 13F MERCK COM 58933Y105 15,959 196 1.24 1,352 1.65 0.1562
2020-06-04 2019-06-30 13F MERCK COM 58933Y105 15,763 -322 -2.00 1,330 -1.26 0.1553
2020-06-04 2019-03-31 13F MERCK COM 58933Y105 16,085 -1,739 -9.76 1,347 -1.82 0.1649
2020-06-04 2018-12-31 13F MERCK COM 58933Y105 17,824 -21,244 -54.38 1,372 -50.82 0.1962
2020-06-04 2018-09-30 13F MERCK COM 58933Y105 39,068 -6,183 -13.66 2,790 0.79 0.3651
2020-06-04 2018-06-30 13F MERCK COM 58933Y105 45,251 -5,293 -10.47 2,768 -0.29 0.3709
2020-06-04 2018-03-31 13F MERCK COM 58933Y105 50,544 -45 -0.09 2,776 -3.31 0.3311
2020-06-04 2017-12-31 13F MERCK COM 58933Y105 50,589 -10,855 -17.67 2,871 -27.30 0.3471
2020-06-04 2017-09-30 13F MERCK COM 58933Y105 61,444 3,661 6.34 3,949 5.87 0.5182
2020-06-04 2017-06-30 13F MERCK COM 58933Y105 57,783 -426 -0.73 3,730 0.13 0.5256
2020-06-04 2017-03-31 13F MERCK COM 58933Y105 58,209 3,819 7.02 3,725 15.40 0.5413
2020-06-04 2016-12-31 13F MERCK COM 58933Y105 54,390 16,719 44.38 3,228 36.32 0.5128
2020-06-04 2016-09-30 13F MERCK COM 58933Y105 37,671 22,632 150.49 2,368 171.56 0.4130
2020-06-04 2016-06-30 13F MERCK COM 58933Y105 15,039 2,744 22.32 872 32.93 0.1676
2020-06-04 2016-03-31 13F MERCK & CO INC COM 58933Y105 12,295 357 2.99 656 3.14 0.1324
2020-06-04 2015-12-31 13F MERCK & CO INC COM 58933Y105 11,938 684 6.08 636 13.37 0.1499
2020-06-04 2015-09-30 13F MERCK & CO INC COM 58933Y105 11,254 472 4.38 561 -9.37 0.1470
2020-06-04 2015-06-30 13F MERCK & CO INC COM 58933Y105 10,782 261 2.48 619 1.64 0.1545
2020-06-04 2015-03-31 13F MERCK & CO INC COM 58933Y105 10,521 366 3.60 609 4.82 0.1553
2020-06-04 2014-12-31 13F MERCK & CO INC COM 58933Y105 10,155 224 2.26 581 -2.02 0.1559
2020-06-04 2014-09-30 13F MERCK & CO INC COM 58933Y105 9,931 99 1.01 593 3.49 0.1735
2020-06-04 2014-06-30 13F MERCK & CO INC COM 58933Y105 9,832 -750 -7.09 573 -5.29 0.1620
2020-06-04 2014-03-31 13F MERCK & CO INC COM 58933Y105 10,582 10,582 605 0.1777
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.