Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionVCI Wealth Management LLC
Latest Disclosed Ownership28,535 shares
Latest Disclosed Value $ 3,432,444
VCI Wealth Management LLC reports 19.20% increase in ownership of MRK / Merck & Co., Inc.

On April 21, 2026 - VCI Wealth Management LLC filed a 13F-HR form disclosing ownership of 28,535 shares of Merck & Co., Inc. (MX:MRK) valued at $3,432,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 23,938 shares of Merck & Co., Inc.. This represents a change in shares of 19.20% 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)
2026-04-21 2026-03-31 13F MERCK COM 58933Y105 28,535 4,597 19.20 3,432 36.24 0.9514
2026-01-27 2025-12-31 13F MERCK COM 58933Y105 23,938 6,196 34.92 2,520 69.17 0.7004
2025-10-16 2025-09-30 13F MERCK COM 58933Y105 17,742 1,943 12.30 1,489 19.12 0.4516
2025-07-30 2025-06-30 13F MERCK COM 58933Y105 15,799 2,430 18.18 1,251 4.25 0.4378
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 13,369 -7,581 -36.19 1,200 -42.47 0.5034
2025-02-11 2024-12-31 13F/A-1 MERCK COM 58933Y105 20,950 1,489 7.65 2,084 -5.70 0.8845
2025-01-22 2024-12-31 13F MERCK COM 58933Y105 20,950 1,489 2,084 0.8845
2024-10-31 2024-09-30 13F MERCK COM 58933Y105 19,461 13,848 246.71 2,210 218.44 0.9838
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 5,613 943 20.19 695 12.66 0.3435
2024-05-02 2024-03-31 13F MERCK COM 58933Y105 4,670 -2,485 -34.73 616 -21.03 0.4168
2024-02-02 2023-12-31 13F MERCK COM 58933Y105 7,155 7,155 780 0.4747
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.