Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership37,385 shares
Latest Disclosed Value $ 4,497,055
Wealthcare Advisory Partners LLC reports 2.48% increase in ownership of MRK / Merck & Co., Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 37,385 shares of Merck & Co., Inc. (MX:MRK) valued at $4,497,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 36,480 shares of Merck & Co., Inc.. This represents a change in shares of 2.48% 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)
2026-04-14 2026-03-31 13F MERCK COM 58933Y105 37,385 905 2.48 4,497 17.14 0.0874
2026-01-14 2025-12-31 13F MERCK COM 58933Y105 36,480 894 2.51 3,840 28.57 0.0754
2025-11-07 2025-09-30 13F MERCK COM 58933Y105 35,586 -996 -2.72 2,987 3.14 0.0622
2025-07-22 2025-06-30 13F MERCK COM 58933Y105 36,582 3,111 9.29 2,896 -3.63 0.0661
2025-04-15 2025-03-31 13F MERCK COM 58933Y105 33,471 -987 -2.86 3,004 -12.34 0.0806
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 34,458 -14,782 -30.02 3,428 -38.71 0.0952
2024-11-04 2024-09-30 13F MERCK COM 58933Y105 49,240 -2,766 -5.32 5,592 -13.16 0.1593
2024-08-12 2024-06-30 13F MERCK COM 58933Y105 52,006 356 0.69 6,438 -5.53 0.2012
2024-04-15 2024-03-31 13F MERCK COM 58933Y105 51,650 4,713 10.04 6,815 33.18 0.2235
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 46,937 505 1.09 5,117 7.05 0.2035
2023-10-12 2023-09-30 13F MERCK COM 58933Y105 46,432 -2,669 -5.44 4,780 -15.62 0.2195
2023-07-17 2023-06-30 13F MERCK COM 58933Y105 49,101 8,185 20.00 5,666 30.14 0.2534
2023-05-04 2023-03-31 13F MERCK COM 58933Y105 40,916 645 1.60 4,353 -2.57 0.1871
2023-02-13 2022-12-31 13F MERCK COMMON 58933Y105 40,271 2,574 6.83 4,468 37.60 0.2135
2022-11-14 2022-09-30 13F MERCK COMMON 58933Y105 37,697 7,105 23.23 3,247 16.42 0.1852
2022-08-15 2022-06-30 13F MERCK COMMON 58933Y105 30,592 -1,812 -5.59 2,789 4.89 0.1688
2022-04-15 2022-03-31 13F MERCK COMMON 58933Y105 32,404 1,276 4.10 2,659 11.44 0.1615
2022-02-11 2021-12-31 13F MERCK COMMON 58933Y105 31,128 10,340 49.74 2,386 52.85 0.1427
2021-11-15 2021-09-30 13F MERCK Equity 58933Y105 20,788 1,430 7.39 1,561 3.72 0.1021
2021-08-16 2021-06-30 13F MERCK COMMON 58933Y105 19,358 -515 -2.59 1,505 -1.76 0.1007
2021-04-30 2021-03-31 13F MERCK COMMON 58933Y105 19,873 1,962 10.95 1,532 4.57 0.1110
2021-02-12 2020-12-31 13F MERCK COMMON 58933Y105 17,911 1,030 6.10 1,465 4.64 0.1301
2020-10-29 2020-09-30 13F MERCK COMMON 58933Y105 16,881 137 0.82 1,400 8.11 0.1535
2020-07-29 2020-06-30 13F MERCK COMMON 58933Y105 16,744 -202 -1.19 1,295 -0.69 0.1614
2020-04-29 2020-03-31 13F MERCK COMMON 58933Y105 16,946 992 6.22 1,304 -10.13 0.1911
2020-01-29 2019-12-31 13F MERCK COMMON 58933Y105 15,954 508 3.29 1,451 11.62 0.1845
2019-10-16 2019-09-30 13F MERCK COMMON 58933Y105 15,446 191 1.25 1,300 1.64 0.1886
2019-07-30 2019-06-30 13F MERCK COMMON 58933Y105 15,255 -1,224 -7.43 1,279 -6.71 0.2026
2019-05-13 2019-03-31 13F MERCK COMMON 58933Y105 16,479 -117 -0.70 1,371 8.12 0.2338
2019-02-14 2018-12-31 13F MERCK COMMON 58933Y105 16,596 236 1.44 1,268 9.22 0.2461
2018-11-14 2018-09-30 13F MERCK COMMON 58933Y105 16,360 -1,551 -8.66 1,161 6.81 0.2132
2018-08-13 2018-06-30 13F MERCK COMMON 58933Y105 17,911 502 2.88 1,087 14.66 0.2131
2018-05-14 2018-03-31 13F MERCK COMMON 58933Y105 17,409 -1,573 -8.29 948 -11.24 0.2142
2018-02-14 2017-12-31 13F MERCK COMMON 58933Y105 18,982 679 3.71 1,068 -8.87 0.2746
2017-11-15 2017-09-30 13F MERCK COMMON 58933Y105 18,303 18,011 6,168.15 1,172 6,068.42 0.3482
2017-08-28 2017-06-30 13F MERCK COMMON 58933Y105 292 -107 -26.82 19 -24.00 0.0092
2017-04-11 2017-03-31 13F MERCK COMMON 58933Y105 399 0 0.00 25 8.70 0.0136
2017-01-11 2016-12-31 13F MERCK COMMON 58933Y105 399 0 0.00 23 -8.00 0.0136
2016-10-14 2016-09-30 13F MERCK COMMON 58933Y105 399 0 0.00 25 8.70 0.0162
2016-08-25 2016-06-30 13F MERCK COMMON 58933Y105 399 399 23 0.0162
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.