Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionWealth Architects, LLC
Latest Disclosed Ownership13,373 shares
Latest Disclosed Value $ 1,608,653
Wealth Architects, LLC reports 0.08% decrease in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 13,373 shares of Merck & Co., Inc. (MX:MRK) valued at $1,608,653 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,384 shares of Merck & Co., Inc.. This represents a change in shares of -0.08% 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 AND CO INC Equities 58933Y105 13,373 -11 -0.08 1,609 14.20 0.1434
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 13,384 452 3.50 1,409 29.77 0.1269
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 12,932 -238 -1.81 1,085 4.13 0.1025
2025-07-25 2025-06-30 13F MERCK COM 58933Y105 13,170 -992 -7.00 1,043 -18.02 0.1059
2025-05-14 2025-03-31 13F/A-1 MERCK COM 58933Y105 14,162 154 1.10 1,271 -8.76 0.1402
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 15,139 1,131 1,555 0.1717
2025-02-10 2024-12-31 13F MERCK COM 58933Y105 14,008 -287 -2.01 1,393 -14.17 0.1573
2024-10-31 2024-09-30 13F MERCK COM 58933Y105 14,295 -235 -1.62 1,623 -9.73 0.1837
2024-08-08 2024-06-30 13F MERCK COM 58933Y105 14,530 -242 -1.64 1,799 -7.75 0.2197
2024-05-13 2024-03-31 13F MERCK COM 58933Y105 14,772 -98 -0.66 1,949 20.23 0.2569
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 14,870 -298 -1.96 1,621 3.84 0.2274
2023-11-09 2023-09-30 13F MERCK COM 58933Y105 15,168 -78 -0.51 1,562 -11.26 0.2656
2023-08-02 2023-06-30 13F MERCK COM 58933Y105 15,246 -260 -1.68 1,759 6.67 0.2903
2023-04-21 2023-03-31 13F MERCK COM 58933Y105 15,506 290 1.91 1,650 -2.31 0.2921
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 15,216 55 0.36 1,688 29.25 0.3194
2022-10-24 2022-09-30 13F MERCK COM 58933Y105 15,161 8 0.05 1,306 -5.43 0.2734
2022-07-29 2022-06-30 13F MERCK COM 58933Y105 15,153 -149 -0.97 1,381 9.95 0.2698
2022-05-17 2022-03-31 13F MERCK COM 58933Y105 15,302 725 4.97 1,256 12.44 0.2135
2022-01-19 2021-12-31 13F MERCK COM 58933Y105 14,577 273 1.91 1,117 4.00 0.1958
2021-11-09 2021-09-30 13F MERCK COM 58933Y105 14,304 396 2.85 1,074 -0.74 0.2085
2021-08-09 2021-06-30 13F MERCK COM 58933Y105 13,908 1,947 16.28 1,082 17.35 0.2120
2021-04-29 2021-03-31 13F MERCK & CO. COM 58933Y105 11,961 464 4.04 922 -1.91 0.1996
2021-01-28 2020-12-31 13F MERCK & CO. COM 58933Y105 11,497 305 2.73 940 1.29 0.2187
2020-11-09 2020-09-30 13F MERCK AND CO INC COM 58933Y105 11,192 5 0.04 928 7.28 0.2518
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 11,187 -38 -0.34 865 0.12 0.2426
2020-04-23 2020-03-31 13F MERCK & CO. COM 58933Y105 11,225 295 2.70 864 -13.08 0.2998
2020-01-28 2019-12-31 13F MERCK COM 58933Y105 10,930 401 3.81 994 12.19 0.2776
2019-10-23 2019-09-30 13F MERCK COM 58933Y105 10,529 -119 -1.12 886 -0.78 0.2698
2019-07-12 2019-06-30 13F MERCK COM 58933Y105 10,648 -897 -7.77 893 -6.98 0.2690
2019-05-01 2019-03-31 13F MERCK COM 58933Y105 11,545 -1,360 -10.54 960 -2.64 0.2993
2019-01-17 2018-12-31 13F MERCK COM 58933Y105 12,905 118 0.92 986 8.71 0.3543
2018-10-04 2018-09-30 13F MERCK COM 58933Y105 12,787 2,642 26.04 907 47.24 0.2799
2018-07-19 2018-06-30 13F MERCK COM 58933Y105 10,145 253 2.56 616 14.29 0.1994
2018-04-13 2018-03-31 13F MERCK COM 58933Y105 9,892 -504 -4.85 539 -7.86 0.1785
2018-04-13 2017-12-31 13F/A-1 MERCK INC COM 58933Y105 10,396 -823 -7.34 585 -18.52 0.1919
2018-01-30 2017-12-31 13F MERCK INC COM 58933Y105 10,396 -823 585 0.1914
2017-11-08 2017-09-30 13F MERCK AND CO INC COM 58933Y105 11,219 529 4.95 718 4.82 0.2497
2017-08-10 2017-06-30 13F MERCK AND CO INC COM 58933Y105 10,690 -11 -0.10 685 0.74 0.2550
2017-05-02 2017-03-31 13F MERCK AND CO INC COM 58933Y105 10,701 0 0.00 680 7.94 0.2703
2017-02-09 2016-12-31 13F MERCK AND CO INC COM 58933Y105 10,701 0 0.00 630 -5.55 0.2805
2016-11-07 2016-09-30 13F MERCK AND CO INC COM 58933Y105 10,701 -140 -1.29 667 6.89 0.3087
2016-08-08 2016-06-30 13F MERCK AND CO INC COM 58933Y105 10,841 -506 -4.46 624 4.00 0.3022
2016-05-12 2016-03-31 13F MERCK AND CO INC COM 58933Y105 11,347 -177 -1.54 600 -1.48 0.2995
2016-02-11 2015-12-31 13F MERCK AND CO INC COM 58933Y105 11,524 0 0.00 609 7.03 0.3011
2015-11-10 2015-09-30 13F MERCK AND CO INC COM 58933Y105 11,524 0 0.00 569 -13.26 0.3055
2015-08-06 2015-06-30 13F MERCK AND CO INC COM 58933Y105 11,524 765 7.11 656 6.15 0.3526
2015-04-28 2015-03-31 13F MERCK AND CO INC COM 58933Y105 10,759 258 2.46 618 3.69 0.3559
2015-02-11 2014-12-31 13F MERCK COM 58933Y105 10,501 10,501 596 0.3502
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.