Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership8,620 shares
Latest Disclosed Value $ 1,036,864
TCI Wealth Advisors, Inc. reports 1.43% decrease in ownership of MRK / Merck & Co., Inc.

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 8,620 shares of Merck & Co., Inc. (MX:MRK) valued at $1,036,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,745 shares of Merck & Co., Inc.. This represents a change in shares of -1.43% 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)
2026-04-27 2026-03-31 13F MERCK COM 58933Y105 8,620 -125 -1.43 1,037 12.61 0.0551
2026-02-02 2025-12-31 13F MERCK COM 58933Y105 8,745 -745 -7.85 920 15.58 0.0507
2025-10-14 2025-09-30 13F MERCK COM 58933Y105 9,490 -87 -0.91 796 5.01 0.0475
2025-07-16 2025-06-30 13F MERCK COM 58933Y105 9,577 -143 -1.47 758 -13.07 0.0519
2025-04-21 2025-03-31 13F MERCK COM 58933Y105 9,720 -501 -4.90 872 -14.17 0.0698
2025-01-23 2024-12-31 13F MERCK COM 58933Y105 10,221 448 4.58 1,017 -8.39 0.0849
2024-10-24 2024-09-30 13F MERCK COM 58933Y105 9,773 -32 -0.33 1,110 -8.57 0.0936
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 9,805 461 4.93 1,214 -1.54 0.1145
2024-05-07 2024-03-31 13F MERCK COM 58933Y105 9,344 36 0.39 1,233 21.50 0.1215
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 9,308 788 9.25 1,015 15.62 0.1082
2023-10-31 2023-09-30 13F MERCK COM 58933Y105 8,520 164 1.96 877 -9.02 0.1119
2023-08-04 2023-06-30 13F MERCK COM 58933Y105 8,356 -8 -0.10 964 8.44 0.1231
2023-05-03 2023-03-31 13F MERCK COM 58933Y105 8,364 -831 -9.04 890 -12.84 0.1155
2023-02-07 2022-12-31 13F MERCK COM 58933Y105 9,195 74 0.81 1,020 29.94 0.1412
2022-11-08 2022-09-30 13F MERCK COM 58933Y105 9,121 132 1.47 785 -4.15 0.1270
2022-07-19 2022-06-30 13F MERCK COM 58933Y105 8,989 922 11.43 819 23.72 0.1253
2022-04-29 2022-03-31 13F MERCK COM 58933Y105 8,067 401 5.23 662 12.78 0.0992
2022-01-24 2021-12-31 13F MERCK COM 58933Y105 7,666 -741 -8.81 587 -6.97 0.0868
2021-10-29 2021-09-30 13F MERCK COM 58933Y105 8,407 741 9.67 631 5.87 0.0963
2021-08-02 2021-06-30 13F MERCK COM 58933Y105 7,666 144 1.91 596 2.76 0.1007
2021-04-29 2021-03-31 13F MERCK & CO. COM 58933Y105 7,522 227 3.11 580 -2.85 0.2460
2021-01-21 2020-12-31 13F MERCK & CO. COM 58933Y105 7,295 -5,139 -41.33 597 -42.10 0.2668
2020-10-20 2020-09-30 13F MERCK & CO. COM 58933Y105 12,434 -469 -3.63 1,031 3.31 0.4074
2020-07-20 2020-06-30 13F MERCK & CO. COM 58933Y105 12,903 398 3.18 998 3.74 0.4266
2020-04-14 2020-03-31 13F MERCK & CO. COM 58933Y105 12,505 -2,152 -14.68 962 -27.83 0.4745
2020-01-27 2019-12-31 13F MERCK COM 58933Y105 14,657 744 5.35 1,333 13.83 0.5178
2019-10-17 2019-09-30 13F MERCK COM 58933Y105 13,913 -2,617 -15.83 1,171 -15.51 0.5200
2019-07-23 2019-06-30 13F MERCK COM 58933Y105 16,530 432 2.68 1,386 3.51 0.6243
2019-04-11 2019-03-31 13F MERCK COM 58933Y105 16,098 -965 -5.66 1,339 2.68 0.5887
2019-01-17 2018-12-31 13F MERCK COM 58933Y105 17,063 78 0.46 1,304 8.22 0.6317
2018-11-02 2018-09-30 13F MERCK COM 58933Y105 16,985 -422 -2.42 1,205 14.00 0.5038
2018-07-26 2018-06-30 13F MERCK COM 58933Y105 17,407 -570 -3.17 1,057 7.97 0.4700
2018-04-30 2018-03-31 13F MERCK COM 58933Y105 17,977 -1,370 -7.08 979 -10.10 0.4534
2018-02-01 2017-12-31 13F MERCK COM 58933Y105 19,347 903 4.90 1,089 -7.79 0.4783
2017-10-24 2017-09-30 13F MERCK COM 58933Y105 18,444 -465 -2.46 1,181 -2.56 0.5779
2017-08-10 2017-06-30 13F MERCK COM 58933Y105 18,909 -170 -0.89 1,212 0.00 0.6189
2017-05-04 2017-03-31 13F MERCK COM 58933Y105 19,079 273 1.45 1,212 9.49 0.6324
2017-02-10 2016-12-31 13F MERCK COM 58933Y105 18,806 273 1.47 1,107 -4.32 0.5804
2016-11-01 2016-09-30 13F MERCK COM 58933Y105 18,533 86 0.47 1,157 8.84 0.6291
2016-08-09 2016-06-30 13F Merck COM 58933Y105 18,447 -121 -0.65 1,063 8.25 0.5899
2016-04-29 2016-03-31 13F MERCK & CO INC COM 589331107 18,568 -2,193 -10.56 982 -10.48 0.5443
2016-02-10 2015-12-31 13F MERCK & CO INC COM 58933Y105 20,761 -812 -3.76 1,097 3.00 0.6111
2015-11-02 2015-09-30 13F MERCK & CO INC COM 58933Y105 21,573 1,248 6.14 1,065 -7.95 0.6418
2015-08-10 2015-06-30 13F MERCK & CO INC COM 58933Y105 20,325 165 0.82 1,157 -0.17 0.6624
2015-04-30 2015-03-31 13F MERCK & CO INC COM 58933Y105 20,160 1,287 6.82 1,159 8.12 0.7274
2015-02-06 2014-12-31 13F MERCK & CO INC COM 58933Y105 18,873 -154 -0.81 1,072 -4.96 0.6633
2014-11-05 2014-09-30 13F MERCK & CO INC COM 58933Y105 19,027 192 1.02 1,128 3.49 0.7110
2014-08-11 2014-06-30 13F MERCK & CO INC COM 58933Y105 18,835 28 0.15 1,090 2.06 0.6561
2014-05-15 2014-03-31 13F MERCK & CO INC COM 58933Y105 18,807 18,807 1,068 0.6964
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.