Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionStockman Wealth Management, Inc.
Latest Disclosed Ownership177,107 shares
Latest Disclosed Value $ 21,304,179
Stockman Wealth Management, Inc. reports 0.31% decrease in ownership of MRK / Merck & Co., Inc.

On April 13, 2026 - Stockman Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 177,107 shares of Merck & Co., Inc. (MX:MRK) valued at $21,304,179 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 29, 2026 disclosing 177,665 shares of Merck & Co., Inc.. This represents a change in shares of -0.31% 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)
2026-04-13 2026-03-31 13F MERCK COM 58933Y105 177,107 -558 -0.31 21,304 13.92 2.3510
2026-01-29 2025-12-31 13F/A-1 MERCK COM 58933Y105 177,665 -310 -0.17 18,701 25.20 2.1780
2026-01-15 2025-12-31 13F MERCK COM 58933Y105 177,975 0 14,937 1.8537
2025-10-16 2025-09-30 13F MERCK COM 58933Y105 177,975 9,111 5.40 14,937 11.75 1.8537
2025-07-17 2025-06-30 13F MERCK&COINC COM 58933Y105 168,864 17,799 11.78 13,367 -1.42 1.8165
2025-04-17 2025-03-31 13F MERCK COM 58933Y105 151,065 23,053 18.01 13,560 6.48 2.0077
2025-01-28 2024-12-31 13F MERCK COM 58933Y105 128,012 12,091 10.43 12,735 -3.26 1.9938
2024-11-04 2024-09-30 13F MERCK COM 58933Y105 115,921 6,375 5.82 13,164 -2.93 2.0459
2024-07-31 2024-06-30 13F MERCK COM 58933Y105 109,546 502 0.46 13,562 -5.75 2.3768
2024-04-17 2024-03-31 13F MERCK COM 58933Y105 109,044 -1,943 -1.75 14,388 18.92 2.5402
2024-02-01 2023-12-31 13F MERCK COM 58933Y105 110,987 2,651 2.45 12,100 8.48 2.4138
2023-10-31 2023-09-30 13F MERCK COM 58933Y105 108,336 -894 -0.82 11,153 -11.51 2.4557
2023-08-02 2023-06-30 13F MERCK COM 58933Y105 109,230 -587 -0.53 12,604 7.88 2.7068
2023-05-04 2023-03-31 13F MERCK COM 58933Y105 109,817 -4,332 -3.80 11,683 -7.75 2.6112
2023-02-08 2022-12-31 13F MERCK COM 58933Y105 114,149 -7,288 -6.00 12,665 21.09 2.9087
2022-11-07 2022-09-30 13F MERCK COM 58933Y105 121,437 6,637 5.78 10,458 -0.08 2.8288
2022-07-28 2022-06-30 13F MERCK COM 58933Y105 114,800 15,325 15.41 10,466 28.23 2.6693
2022-05-05 2022-03-31 13F MERCK COM 58933Y105 99,475 -944 -0.94 8,162 6.06 1.6934
2022-02-08 2021-12-31 13F MERCK COM 58933Y105 100,419 1,672 1.69 7,696 3.76 1.5707
2021-11-02 2021-09-30 13F MERCK COM 58933Y105 98,747 6,245 6.75 7,417 3.10 1.6514
2021-08-12 2021-06-30 13F MERCK COM 58933Y105 92,502 7,168 8.40 7,194 9.36 1.7186
2021-05-05 2021-03-31 13F MERCK & CO. COM 58933Y105 85,334 9,676 12.79 6,578 6.29 1.8319
2021-02-08 2020-12-31 13F MERCK & CO. COM 58933Y105 75,658 -9,144 -10.78 6,189 -12.01 1.8980
2020-11-06 2020-09-30 13F MERCK & CO. COM 58933Y105 84,802 -18 -0.02 7,034 7.24 2.5643
2020-08-11 2020-06-30 13F MERCK & CO. COM 58933Y105 84,820 2,697 3.28 6,559 3.80 2.4572
2020-05-06 2020-03-31 13F MERCK & CO. COM 58933Y105 82,123 1,029 1.27 6,319 -14.32 2.8026
2020-02-07 2019-12-31 13F MERCK COM 58933Y105 81,094 -1,861 -2.24 7,375 5.61 2.6187
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 82,955 13 0.02 6,983 0.40 2.6766
2019-08-08 2019-06-30 13F MERCK COM 58933Y105 82,942 -1,408 -1.67 6,955 -0.86 2.8395
2019-05-07 2019-03-31 13F MERCK COM 58933Y105 84,350 -12,277 -12.71 7,015 -4.98 3.0654
2019-02-08 2018-12-31 13F MERCK COM 58933Y105 96,627 -636 -0.65 7,383 7.00 3.5273
2018-11-02 2018-09-30 13F MERCK COM 58933Y105 97,263 -4,434 -4.36 6,900 11.78 2.9748
2018-08-13 2018-06-30 13F MERCK COM 58933Y105 101,697 -4,749 -4.46 6,173 6.47 2.8246
2018-05-10 2018-03-31 13F MERCK COM 58933Y105 106,446 72,643 214.90 5,798 204.84 2.6534
2018-02-12 2017-12-31 13F MERCK COM 58933Y105 33,803 10,075 42.46 1,902 25.21 0.8544
2017-11-14 2017-09-30 13F MERCK COM 58933Y105 23,728 3,758 18.82 1,519 18.67 0.7266
2017-08-09 2017-06-30 13F Merck COM 58933Y105 19,970 -4,370 -17.95 1,280 -17.26 1.2767
2017-05-11 2017-03-31 13F Merck COM 58933Y105 24,340 1,493 6.53 1,547 15.02 0.8791
2017-02-09 2016-12-31 13F Merck COM 58933Y105 22,847 -3,320 -12.69 1,345 -17.64 0.8181
2016-10-31 2016-09-30 13F Merck COM 58933Y105 26,167 4,040 18.26 1,633 28.08 1.0115
2016-08-12 2016-06-30 13F Merck COM 58933Y105 22,127 250 1.14 1,275 10.10 0.9972
2016-05-12 2016-03-31 13F Merck COM 58933Y105 21,877 -469 -2.10 1,158 -1.86 0.9189
2016-02-11 2015-12-31 13F Merck COM 58933Y105 22,346 -1,370 -5.78 1,180 0.77 0.9549
2015-11-05 2015-09-30 13F Merck COM 58933Y105 23,716 1,384 6.20 1,171 -7.87 1.0822
2015-07-30 2015-06-30 13F Merck COM 58933Y105 22,332 209 0.94 1,271 -0.08 1.1544
2015-04-23 2015-03-31 13F Merck COM 58933Y105 22,123 -275 -1.23 1,272 0.00 1.1559
2015-02-12 2014-12-31 13F Merck & Co Inc COM 58933Y105 22,398 22,398 1,272 1.1519
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.