Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionWealth Alliance Advisory Group, LLC
Latest Disclosed Ownership8,290 shares
Latest Disclosed Value $ 997,204
Wealth Alliance Advisory Group, LLC reports 1.09% increase in ownership of MRK / Merck & Co., Inc.

On April 9, 2026 - Wealth Alliance Advisory Group, LLC filed a 13F-HR form disclosing ownership of 8,290 shares of Merck & Co., Inc. (MX:MRK) valued at $997,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 8,201 shares of Merck & Co., Inc.. This represents a change in shares of 1.09% 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 8,290 89 1.09 997 15.53 0.1579
2026-01-29 2025-12-31 13F MERCK COM 58933Y105 8,201 135 1.67 863 27.66 0.1478
2025-10-14 2025-09-30 13F MERCK COM 58933Y105 8,066 -1,276 -13.66 677 -8.53 0.1221
2025-07-07 2025-06-30 13F MERCK COM 58933Y105 9,342 6,350 212.23 740 175.75 0.1408
2025-04-10 2025-03-31 13F MERCK COM 58933Y105 2,992 -125 -4.01 269 -13.55 0.0557
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 3,117 -4,121 -56.94 310 -62.24 0.0655
2024-10-18 2024-09-30 13F MERCK COM 58933Y105 7,238 878 13.81 822 4.32 0.1726
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 6,360 -1,224 -16.14 787 -21.30 0.1773
2024-04-15 2024-03-31 13F MERCK COM 58933Y105 7,584 -2,051 -21.29 1,001 -4.76 0.2323
2024-01-10 2023-12-31 13F MERCK COM 58933Y105 9,635 -965 -9.10 1,050 -3.76 0.2744
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 10,600 5,819 121.71 1,091 98.00 0.3236
2023-07-13 2023-06-30 13F MERCK COM 58933Y105 4,781 -229 -4.57 552 3.38 0.1948
2023-05-02 2023-03-31 13F MERCK COM 58933Y105 5,010 -72 -1.42 533 -5.33 0.1994
2023-01-17 2022-12-31 13F MERCK COM 58933Y105 5,082 -3,250 -39.01 564 -21.59 0.2156
2022-10-12 2022-09-30 13F MERCK COM 58933Y105 8,332 1,009 13.78 718 7.49 0.3165
2022-07-08 2022-06-30 13F MERCK COM 58933Y105 7,323 -107 -1.44 668 9.51 0.3156
2022-04-18 2022-03-31 13F MERCK COM 58933Y105 7,430 -206 -2.70 610 4.27 0.2646
2022-01-13 2021-12-31 13F MERCK COM 58933Y105 7,636 -54 -0.70 585 1.21 0.2543
2021-10-08 2021-09-30 13F MERCK COM 58933Y105 7,690 17 0.22 578 -3.18 0.2810
2021-07-13 2021-06-30 13F MERCK & CO. COM 58933Y105 7,673 65 0.85 597 1.70 0.2904
2021-04-28 2021-03-31 13F MERCK & CO. COM 58933Y105 7,608 -3,106 -28.99 587 -32.99 0.3010
2021-01-25 2020-12-31 13F MERCK & CO. COM 58933Y105 10,714 1,052 10.89 876 9.36 0.4737
2020-10-08 2020-09-30 13F MERCK & CO. COM 58933Y105 9,662 394 4.25 801 11.72 0.4739
2020-07-08 2020-06-30 13F MERCK & CO. COM 58933Y105 9,268 1,829 24.59 717 25.35 0.4394
2020-04-15 2020-03-31 13F MERCK & CO. COM 58933Y105 7,439 288 4.03 572 -12.00 0.4442
2020-01-24 2019-12-31 13F MERCK COM 58933Y105 7,151 236 3.41 650 11.49 0.3711
2019-11-01 2019-09-30 13F MERCK COM 58933Y105 6,915 92 1.35 583 5.62 0.3624
2019-07-17 2019-06-30 13F MERCK COM 58933Y105 6,823 12 0.18 552 3.95 0.3403
2019-05-14 2019-03-31 13F MERCK COM 58933Y105 6,811 155 2.33 531 4.32 0.3425
2019-01-26 2018-12-31 13F MERCK COM 58933Y105 6,656 -1,152 -14.75 509 -8.12 0.3809
2018-10-19 2018-09-30 13F MERCK COM 58933Y105 7,808 0 0.00 554 16.88 0.2834
2018-07-20 2018-06-30 13F MERCK COM 58933Y105 7,808 -110 -1.39 474 9.98 0.2599
2018-06-01 2018-03-31 13F MERCK COM 58933Y105 7,918 400 5.32 431 1.89 0.2509
2018-04-11 2017-12-31 13F MERCK COM 58933Y105 7,518 7,518 423 0.3798
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.