Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership28,397 shares
Latest Disclosed Value $ 3,415,893
TRUE Private Wealth Advisors reports 294.73% increase in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 28,397 shares of Merck & Co., Inc. (MX:MRK) valued at $3,415,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,194 shares of Merck & Co., Inc.. This represents a change in shares of 294.73% 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)
2026-05-15 2026-03-31 13F MERCK COM 58933Y105 28,397 21,203 294.73 3,416 351.12 0.3256
2026-02-13 2025-12-31 13F MERCK COM 58933Y105 7,194 -223 -3.01 757 21.70 0.0759
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 7,417 462 6.64 623 13.09 0.0635
2025-08-11 2025-06-30 13F MERCK COM 58933Y105 6,955 758 12.23 551 -1.08 0.0619
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 6,197 696 12.65 556 1.65 0.0676
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 5,501 -49 -0.88 547 -13.17 0.0664
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 5,550 -87 -1.54 630 -9.61 0.0752
2024-07-16 2024-06-30 13F MERCK COM 58933Y105 5,637 -19 -0.34 698 -6.57 0.0790
2024-04-25 2024-03-31 13F MERCK COM 58933Y105 5,656 112 2.02 746 23.51 0.0856
2024-01-30 2023-12-31 13F MERCK COM 58933Y105 5,544 -225 -3.90 604 1.85 0.0765
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 5,769 133 2.36 594 -8.77 0.0825
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 5,636 -750 -11.74 650 -4.27 0.0961
2023-05-11 2023-03-31 13F MERCK COM 58933Y105 6,386 -151 -2.31 679 -6.34 0.1005
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 6,537 -1,066 -14.02 725 10.86 0.1117
2022-11-04 2022-09-30 13F MERCK CO INC COM COM 58933Y105 7,603 249 3.39 654 -2.39 0.0990
2022-07-28 2022-06-30 13F MERCK CO INC COM COM 58933Y105 7,354 -607 -7.62 670 -4.83 0.0975
2022-05-09 2022-03-31 13F MERCK CO INC COM COM 58933Y105 7,961 -743 -8.54 704 5.55 0.0991
2022-02-11 2021-12-31 13F MERCK CO INC COM COM 58933Y105 8,704 760 9.57 667 10.98 0.0949
2021-11-05 2021-09-30 13F Merck COM 58933Y105 7,944 -900 -10.18 601 -13.28 0.0875
2021-08-10 2021-06-30 13F Merck COM 58933Y105 8,844 -2,165 -19.67 693 -19.04 0.1029
2021-05-12 2021-03-31 13F Merck COM 58933Y105 11,009 501 4.77 856 -1.15 0.1383
2021-01-11 2020-12-31 13F Merck COM 58933Y105 10,508 -1,301 -11.02 866 -12.17 0.1451
2020-10-09 2020-09-30 13F Merck COM 58933Y105 11,809 -922 -7.24 986 -0.50 0.1684
2020-07-07 2020-06-30 13F Merck COM 58933Y105 12,731 408 3.31 991 3.77 0.1813
2020-04-20 2020-03-31 13F Merck COM 58933Y105 12,323 -4,284 -25.80 955 -37.17 0.2034
2020-01-27 2019-12-31 13F Merck COM 58933Y105 16,607 -1,476 -8.16 1,520 -0.78 0.2330
2019-10-09 2019-09-30 13F Merck COM 58933Y105 18,083 1,948 12.07 1,532 12.56 0.2646
2019-08-01 2019-06-30 13F Merck COM 58933Y105 16,135 1,498 10.23 1,361 11.10 0.2319
2019-04-25 2019-03-31 13F Merck COM 58933Y105 14,637 -3,925 -21.15 1,225 -14.22 0.2335
2019-01-14 2018-12-31 13F Merck COM 58933Y105 18,562 -2,330 -11.15 1,428 -99.90 0.2519
2018-10-18 2018-09-30 13F Merck COM 58933Y105 20,892 -66 -0.31 1,491,900 116,272.85 0.2100
2018-07-13 2018-06-30 13F Merck COM 58933Y105 20,958 1,392 7.11 1,282 19.26 0.2011
2018-04-25 2018-03-31 13F Merck COM 58933Y105 19,566 2,275 13.16 1,075 9.69 0.1846
2018-01-19 2017-12-31 13F Merck COM 58933Y105 17,291 1,923 12.51 980 -1.01 0.1698
2017-10-27 2017-09-30 13F Merck COM 58933Y105 15,368 -50 -0.32 990 -0.50 0.2230
2017-08-07 2017-06-30 13F Merck COM 58933Y105 15,418 938 6.48 995 8.86 0.2306
2017-04-20 2017-03-31 13F Merck COM 58933Y105 14,480 -888 -5.78 914 -4.19 0.2091
2017-02-14 2016-12-31 13F Merck COM 58933Y105 15,368 1,777 13.07 954 12.37 0.2330
2016-11-08 2016-09-30 13F Merck COM 58933Y105 13,591 -1,096 -7.46 849 0.35 0.2722
2016-08-01 2016-06-30 13F Merck COM 58933Y105 14,687 49 0.33 846 9.16 0.2830
2016-06-16 2016-03-31 13F/A-1 Merck COM 58933Y105 14,638 7,449 103.62 775 103.95 0.3014
2016-05-11 2016-03-31 13F Merck COM 58933Y105 14,638 775
2016-03-16 2015-12-31 13F MERCK COM 58933Y105 7,189 7,189 380 0.1672
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.