Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionSculati Wealth Management, LLC
Latest Disclosed Ownership3,783 shares
Latest Disclosed Value $ 455,057
Sculati Wealth Management, LLC reports 4.78% decrease in ownership of MRK / Merck & Co., Inc.

On April 9, 2026 - Sculati Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,783 shares of Merck & Co., Inc. (MX:MRK) valued at $455,057 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,973 shares of Merck & Co., Inc.. This represents a change in shares of -4.78% 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)
2026-04-09 2026-03-31 13F MERCK COM 58933Y105 3,783 -190 -4.78 455 8.85 0.1680
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 3,973 -2,052 -34.06 418 -17.23 0.1474
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 6,025 -1,943 -24.39 506 -19.84 0.1783
2025-08-08 2025-06-30 13F MERCK COM 58933Y105 7,968 -5,268 -39.80 631 -46.97 0.2370
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 13,236 -3,809 -22.35 1,188 -29.91 0.4804
2025-02-26 2024-12-31 13F/A-1 MERCK COM 58933Y105 17,045 -1,602 -8.59 1,696 -19.93 0.6702
2025-02-05 2024-12-31 13F MERCK COM 58933Y105 25,259 0 3,333 1.4376
2025-02-26 2024-09-30 13F/A-1 MERCK COM 58933Y105 18,647 -6,193 -24.93 2,118 -31.15 0.8446
2024-11-22 2024-09-30 13F MERCK COM 58933Y105 25,259 419 3,333 1.4376
2024-08-09 2024-06-30 13F MERCK COM 58933Y105 24,840 -419 -1.66 3,075 -7.71 1.3139
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 25,259 -70 -0.28 3,333 20.68 1.4376
2024-02-12 2023-12-31 13F MERCK COM 58933Y105 25,329 759 3.09 2,761 9.17 1.2865
2023-11-09 2023-09-30 13F MERCK COM 58933Y105 24,570 407 1.68 2,529 -9.29 1.2926
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 24,163 -5 -0.02 2,788 8.44 1.4029
2023-05-05 2023-03-31 13F MERCK COM 58933Y105 24,168 909 3.91 2,571 128,450.00 1.3655
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 23,259 -394 -1.67 3 -99.90 1.4501
2022-11-15 2022-09-30 13F MERCK COM 58933Y105 23,653 930 4.09 2,037 -1.69 1.2027
2022-08-09 2022-06-30 13F MERCK COM 58933Y105 22,723 885 4.05 2,072 15.63 1.1828
2022-05-10 2022-03-31 13F MERCK COM 58933Y105 21,838 1,567 7.73 1,792 15.32 0.8758
2022-02-07 2021-12-31 13F MERCK COM 58933Y105 20,271 1,033 5.37 1,554 7.54 0.7510
2021-11-02 2021-09-30 13F MERCK COM 58933Y105 19,238 1,826 10.49 1,445 6.72 0.7656
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 17,412 378 2.22 1,354 3.12 0.7174
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 17,034 5,502 47.71 1,313 39.24 0.7564
2021-02-10 2020-12-31 13F MERCK & CO. COM 58933Y105 11,532 32 0.28 943 -1.15 0.6193
2020-11-13 2020-09-30 13F MERCK & CO. COM 58933Y105 11,500 4 0.03 954 7.31 0.7143
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 11,496 178 1.57 889 2.07 0.7498
2020-05-22 2020-03-31 13F MERCK & CO. COM 58933Y105 11,318 -208 -1.80 871 -16.89 0.9578
2020-02-13 2019-12-31 13F MERCK COM 58933Y105 11,526 11,526 1,048 0.9397
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.