Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionTrueWealth Advisors, LLC
Latest Disclosed Ownership6,584 shares
Latest Disclosed Value $ 792,011
TrueWealth Advisors, LLC reports 206.09% increase in ownership of MRK / Merck & Co., Inc.

On April 9, 2026 - TrueWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 6,584 shares of Merck & Co., Inc. (MX:MRK) valued at $792,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,151 shares of Merck & Co., Inc.. This represents a change in shares of 206.09% 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 6,584 4,433 206.09 792 250.44 0.1992
2026-01-07 2025-12-31 13F MERCK COM 58933Y105 2,151 2,151 226 0.0586
2025-04-10 2025-03-31 13F MERCK COM 58933Y105 0 -2,229 -100.00 0 -100.00
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 2,229 83 3.87 222 -9.05 0.0740
2024-10-29 2024-09-30 13F MERCK COM 58933Y105 2,146 -22 -1.01 244 -9.33 0.0814
2024-07-24 2024-06-30 13F MERCK COM 58933Y105 2,168 -42 -1.90 268 -7.90 0.0993
2024-04-23 2024-03-31 13F MERCK COM 58933Y105 2,210 188 9.30 292 32.27 0.1126
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 2,022 38 1.92 220 7.84 0.0855
2023-11-07 2023-09-30 13F MERCK COM 58933Y105 1,984 174 9.61 204 -1.92 0.0862
2023-07-31 2023-06-30 13F MERCK COM 58933Y105 1,810 -212 -10.48 209 -3.26 0.0857
2023-04-19 2023-03-31 13F MERCK COM 58933Y105 2,022 26 1.30 215 -2.71 0.0903
2023-01-23 2022-12-31 13F MERCK COM 58933Y105 1,996 1,996 221 0.0969
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.