Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionSound View Wealth Advisors Group, LLC
Latest Disclosed Ownership64,516 shares
Latest Disclosed Value $ 7,760,584
Sound View Wealth Advisors Group, LLC reports 0.37% increase in ownership of MRK / Merck & Co., Inc.

On May 6, 2026 - Sound View Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 64,516 shares of Merck & Co., Inc. (MX:MRK) valued at $7,760,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 64,281 shares of Merck & Co., Inc.. This represents a change in shares of 0.37% 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 64,516 235 0.37 7,761 14.69 0.5279
2026-01-08 2025-12-31 13F MERCK COM 58933Y105 64,281 499 0.78 6,766 26.40 0.4539
2025-11-10 2025-09-30 13F MERCK COM 58933Y105 63,782 693 1.10 5,353 7.19 0.3679
2025-08-07 2025-06-30 13F MERCK COM 58933Y105 63,089 9,132 16.92 4,994 3.12 0.3690
2025-05-08 2025-03-31 13F MERCK COM 58933Y105 53,957 1,967 3.78 4,843 -6.34 0.3974
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 51,990 380 0.74 5,172 -11.76 0.4165
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 51,610 3,121 6.44 5,861 -2.37 0.4784
2024-08-05 2024-06-30 13F MERCK COM 58933Y105 48,489 111 0.23 6,003 -5.97 0.6187
2024-05-09 2024-03-31 13F MERCK COM 58933Y105 48,378 -2,911 -5.68 6,384 14.17 0.6804
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 51,289 -17 -0.03 5,592 5.87 0.6168
2023-11-07 2023-09-30 13F MERCK COM 58933Y105 51,306 1,650 3.32 5,282 -7.82 0.6570
2023-08-08 2023-06-30 13F MERCK COM 58933Y105 49,656 -8,025 -13.91 5,730 -6.63 0.7512
2023-05-12 2023-03-31 13F MERCK COM 58933Y105 57,681 6,392 12.46 6,137 9.75 0.8422
2024-02-13 2022-12-31 13F/A-1 MERCK COM 58933Y105 51,289 5,178 11.23 5,592 40.80 0.6168
2023-02-08 2022-12-31 13F MERCK COM 58933Y105 45,648 -463 5,065 1.0710
2022-11-08 2022-09-30 13F MERCK COM 58933Y105 46,111 -814 -1.73 3,971 -7.18 0.8905
2022-08-05 2022-06-30 13F MERCK COM 58933Y105 46,925 -790 -1.66 4,278 9.27 0.8955
2022-05-11 2022-03-31 13F MERCK COM 58933Y105 47,715 -87 -0.18 3,915 6.85 0.7443
2022-01-20 2021-12-31 13F MERCK COM 58933Y105 47,802 1,739 3.78 3,664 5.90 0.6925
2021-10-21 2021-09-30 13F MERCK COM 58933Y105 46,063 35 0.08 3,460 -3.35 0.7226
2021-07-21 2021-06-30 13F MERCK COM 58933Y105 46,028 -3,195 -6.49 3,580 -5.67 0.7525
2021-04-28 2021-03-31 13F MERCK & CO. COM 58933Y105 49,223 -2,580 -4.98 3,795 -10.43 0.8836
2021-02-02 2020-12-31 13F MERCK & CO. COM 58933Y105 51,803 -2,388 -4.41 4,237 -5.74 1.0351
2020-11-09 2020-09-30 13F MERCK & CO. COM 58933Y105 54,191 -1,037 -1.88 4,495 5.24 1.1837
2020-08-07 2020-06-30 13F MERCK & CO. COM 58933Y105 55,228 846 1.56 4,271 2.08 1.2029
2020-05-12 2020-03-31 13F MERCK & CO. COM 58933Y105 54,382 2,396 4.61 4,184 -11.51 1.4455
2020-01-27 2019-12-31 13F MERCK COM 58933Y105 51,986 -379 -0.72 4,728 7.26 1.3344
2019-11-07 2019-09-30 13F MERCK COM 58933Y105 52,365 264 0.51 4,408 0.89 1.3138
2019-08-07 2019-06-30 13F MERCK COM 58933Y105 52,101 52,101 4,369 1.2916
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.