Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership13,376 shares
Latest Disclosed Value $ 1,609,052
Keudell/Morrison Wealth Management reports 5.68% increase in ownership of 6MK / Merck & Co., Inc.

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 13,376 shares of Merck & Co., Inc. (BG:6MK) valued at $1,609,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,657 shares of Merck & Co., Inc.. This represents a change in shares of 5.68% 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)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 13,376 719 5.68 1,609 20.80 0.3290
2026-02-06 2025-12-31 13F MERCK COM 58933Y105 12,657 718 6.01 1,332 40.95 0.2799
2025-07-22 2025-06-30 13F MERCK COM 58933Y105 11,939 -816 -6.40 945 -17.40 0.2097
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 12,755 301 2.42 1,145 -7.59 0.2700
2025-01-23 2024-12-31 13F MERCK COM 58933Y105 12,454 -260 -2.04 1,239 -14.21 0.3229
2024-10-31 2024-09-30 13F MERCK COM 58933Y105 12,714 210 1.68 1,444 -6.78 0.3919
2024-07-16 2024-06-30 13F MERCK COM 58933Y105 12,504 -117 -0.93 1,548 -7.03 0.4529
2024-05-07 2024-03-31 13F MERCK COM 58933Y105 12,621 151 1.21 1,665 22.52 0.5041
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 12,470 164 1.33 1,360 7.35 0.4486
2023-10-18 2023-09-30 13F MERCK COM 58933Y105 12,306 -118 -0.95 1,267 -11.65 0.3862
2023-07-20 2023-06-30 13F MERCK COM 58933Y105 12,424 -226 -1.79 1,434 6.54 0.4132
2023-04-18 2023-03-31 13F MERCK COM 58933Y105 12,650 -2,096 -14.21 1,346 -17.79 0.3964
2023-01-20 2022-12-31 13F MERCK COM 58933Y105 14,746 -1,438 -8.89 1,636 17.36 0.5250
2022-10-12 2022-09-30 13F MERCK COM 58933Y105 16,184 -319 -1.93 1,394 -7.38 0.5216
2022-07-18 2022-06-30 13F MERCK COM 58933Y105 16,503 -807 -4.66 1,505 5.99 0.5468
2022-04-18 2022-03-31 13F MERCK COM 58933Y105 17,310 -960 -5.25 1,420 1.43 0.5937
2022-02-08 2021-12-31 13F MERCK COM 58933Y105 18,270 -62 -0.34 1,400 1.67 0.5528
2021-12-08 2021-09-30 13F/A-1 MERCK COM 58933Y105 18,332 453 2.53 1,377 -0.94 0.5904
2021-10-20 2021-09-30 13F MERCK COM 58933Y105 18,332 453 1,377 0.5916
2021-07-13 2021-06-30 13F MERCK & CO. COM 58933Y105 17,879 2,492 16.20 1,390 17.20 0.7610
2021-04-13 2021-03-31 13F MERCK & CO. COM 58933Y105 15,387 -288 -1.84 1,186 -7.49 0.6882
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 15,675 1,286 8.94 1,282 7.37 0.8138
2020-10-20 2020-09-30 13F MERCK & CO. COM 58933Y105 14,389 459 3.30 1,194 10.86 0.7674
2020-07-14 2020-06-30 13F MERCK & CO. COM 58933Y105 13,930 94 0.68 1,077 1.13 0.8907
2020-04-20 2020-03-31 13F MERCK & CO. COM 58933Y105 13,836 904 6.99 1,065 -9.44 1.0418
2020-01-29 2019-12-31 13F MERCK COM 58933Y105 12,932 454 3.64 1,176 12.00 0.8132
2019-11-13 2019-09-30 13F MERCK COM 58933Y105 12,478 33 0.27 1,050 0.19 0.8664
2019-08-23 2019-06-30 13F/A-1 MERCK COM 58933Y105 12,445 8 0.06 1,048 1.35 0.9178
2019-08-21 2019-03-31 13F MERCK COM 58933Y105 12,437 12,437 1,034 0.9096
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.