Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionWedmont Private Capital
Latest Disclosed Ownership25,861 shares
Latest Disclosed Value $ 3,185,537
Wedmont Private Capital reports 9.90% increase in ownership of MRK / Merck & Co., Inc.

On April 9, 2026 - Wedmont Private Capital filed a 13F-HR form disclosing ownership of 25,861 shares of Merck & Co., Inc. (MX:MRK) valued at $3,185,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 23,531 shares of Merck & Co., Inc.. This represents a change in shares of 9.90% 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 25,861 2,330 9.90 3,186 24.66 0.1027
2026-01-08 2025-12-31 13F MERCK COM 58933Y105 23,531 923 4.08 2,555 29.04 0.0888
2025-10-08 2025-09-30 13F MERCK COM 58933Y105 22,608 2,078 10.12 1,981 15.25 0.0736
2025-07-10 2025-06-30 13F MERCK COM 58933Y105 20,530 694 3.50 1,719 9.43 0.0733
2025-04-14 2025-03-31 13F MERCK COM 58933Y105 19,836 -15,726 -44.22 1,571 -55.51 0.0805
2025-01-13 2024-12-31 13F MERCK COM 58933Y105 35,562 6,283 21.46 3,530 11.01 0.1862
2024-10-08 2024-09-30 13F MERCK COM 58933Y105 29,279 -4,023 -12.08 3,179 -25.27 0.1815
2024-07-15 2024-06-30 13F MERCK COM 58933Y105 33,302 2,537 8.25 4,255 9.13 0.2677
2024-04-10 2024-03-31 13F MERCK COM 58933Y105 30,765 2,525 8.94 3,898 17.62 0.2848
2024-01-09 2023-12-31 13F MERCK COM 58933Y105 28,240 2,451 9.50 3,315 23.01 0.2712
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 25,789 -1,768 -6.42 2,695 -8.92 0.2726
2023-07-17 2023-06-30 13F MERCK COM 58933Y105 27,557 4,008 17.02 2,958 11.58 0.3185
2023-04-11 2023-03-31 13F MERCK COM 58933Y105 23,549 4,714 25.03 2,652 22.56 0.3499
2023-01-09 2022-12-31 13F MERCK COM 58933Y105 18,835 5,063 36.76 2,163 82.38 0.3238
2022-10-03 2022-09-30 13F MERCK COM 58933Y105 13,772 535 4.04 1,186 -1.74 0.2384
2022-07-11 2022-06-30 13F MERCK COM 58933Y105 13,237 3,133 31.01 1,207 43.01 0.2602
2022-04-05 2022-03-31 13F MERCK COM 58933Y105 10,104 4,050 66.90 844 71.54 0.1882
2022-01-14 2021-12-31 13F MERCK COM 58933Y105 6,054 6,054 492 0.1517
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.