Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership17,994 shares
Latest Disclosed Value $ 2,164,478
BSW Wealth Partners reports 3.58% decrease in ownership of MRK / Merck & Co., Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 17,994 shares of Merck & Co., Inc. (MX:MRK) valued at $2,164,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 18,663 shares of Merck & Co., Inc.. This represents a change in shares of -3.58% 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 17,994 -669 -3.58 2,164 10.18 0.2641
2026-01-23 2025-12-31 13F MERCK COM 58933Y105 18,663 944 5.33 1,964 32.08 0.2357
2025-10-15 2025-09-30 13F MERCK COM 58933Y105 17,719 -195 -1.09 1,487 4.87 0.1852
2025-07-18 2025-06-30 13F MERCK COM 58933Y105 17,914 -912 -4.84 1,418 -16.04 0.1943
2025-04-24 2025-03-31 13F MERCK COM 58933Y105 18,826 863 4.80 1,690 -5.43 0.2566
2025-01-22 2024-12-31 13F MERCK COM 58933Y105 17,963 -138 -0.76 1,787 -13.09 0.2623
2024-10-29 2024-09-30 13F MERCK COM 58933Y105 18,101 3,671 25.44 2,056 15.06 0.3085
2024-07-16 2024-06-30 13F MERCK COM 58933Y105 14,430 -201 -1.37 1,786 -7.46 0.2931
2024-04-23 2024-03-31 13F MERCK COM 58933Y105 14,631 -316 -2.11 1,931 18.48 0.3271
2024-01-25 2023-12-31 13F MERCK COM 58933Y105 14,947 281 1.92 1,629 7.95 0.3231
2023-10-27 2023-09-30 13F MERCK COM 58933Y105 14,666 1,536 11.70 1,510 -0.40 0.3359
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 13,130 -401 -2.96 1,515 5.28 0.3161
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 13,531 -1,682 -11.06 1,440 143,800.00 0.2949
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 15,213 192 1.28 2 -99.92 0.3625
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 15,021 -206 -1.35 1,294 -6.77 0.3178
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 15,227 580 3.96 1,388 15.47 0.3326
2022-05-16 2022-03-31 13F MERCK COM 58933Y105 14,647 1,483 11.27 1,202 19.13 0.3038
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 13,164 -191 -1.43 1,009 0.60 0.2533
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 13,355 -774 -5.48 1,003 -8.74 0.2803
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 14,129 2,420 20.67 1,099 21.71 0.3022
2021-05-17 2021-03-31 13F MERCK COM 58933Y105 11,709 -1,626 -12.19 903 -17.23 0.2609
2021-02-16 2020-12-31 13F MERCK COM 58933Y105 13,335 2,429 22.27 1,091 20.55 0.3354
2020-11-13 2020-09-30 13F MERCK COM 58933Y105 10,906 167 1.56 905 9.04 0.3397
2020-08-13 2020-06-30 13F MERCK COM 58933Y105 10,739 2,644 32.66 830 33.23 0.2781
2020-05-14 2020-03-31 13F MERCK COM 58933Y105 8,095 794 10.88 623 -6.17 0.2587
2020-02-18 2019-12-31 13F MERCK COM 58933Y105 7,301 982 15.54 664 24.81 0.2262
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 6,319 907 16.76 532 17.18 0.2047
2019-08-13 2019-06-30 13F MERCK & CO INC COM COM 58933Y105 5,412 1,520 39.05 454 40.12 0.1717
2019-05-14 2019-03-31 13F MERCK & CO INC COM COM 58933Y105 3,892 157 4.20 324 13.68 0.1282
2019-02-13 2018-12-31 13F MERCK & CO INC COM COM 58933Y105 3,735 -5,431 -59.25 285 -56.15 0.1076
2018-11-09 2018-09-30 13F MERCK & CO INC COM COM 58933Y105 9,166 3,308 56.47 650 82.58 0.2476
2018-08-07 2018-06-30 13F MERCK & CO INC COM COM 58933Y105 5,858 547 10.30 356 23.18 0.1539
2018-05-10 2018-03-31 13F MERCK & CO INC COM COM 58933Y105 5,311 539 11.30 289 7.43 0.1295
2018-02-08 2017-12-31 13F MERCK COM 58933Y105 4,772 -69 -1.43 269 -13.23 0.1119
2017-11-03 2017-09-30 13F MERCK & CO INC COM COM 58933Y105 4,841 63 1.32 310 1.31 0.1351
2017-08-08 2017-06-30 13F MERCK & CO INC COM COM 58933Y105 4,778 325 7.30 306 8.13 0.1393
2017-05-17 2017-03-31 13F MERCK & CO INC COM COM 58933Y105 4,453 -1,011 -18.50 283 -12.11 0.1401
2017-02-13 2016-12-31 13F MERCK & CO INC COM COM 58933Y105 5,464 5,156 1,674.03 322 -93.48 0.1682
2016-11-10 2016-09-30 13F MERCK & CO INC COM COM 58933Y105 308 -4,627 -93.76 4,936 1,638.03 0.1704
2016-08-11 2016-06-30 13F MERCK & CO INC COM COM 58933Y105 4,935 2 0.04 284 8.81 0.1562
2016-05-12 2016-03-31 13F MERCK & CO INC NEW COM COM 58933Y105 4,933 -236 -4.57 261 -4.40 0.1470
2016-02-12 2015-12-31 13F MERCK & CO INC NEW COM COM 58933Y105 5,169 -2,529 -32.85 273 -28.16 0.1364
2015-11-09 2015-09-30 13F MERCK & CO INC NEW COM COM 58933Y105 7,698 1,927 33.39 380 15.50 0.2266
2015-08-14 2015-06-30 13F MERCK & CO INC NEW COM COM 58933Y105 5,771 5,771 329 0.2089
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.