Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership91,797 shares
Latest Disclosed Value $ 11,042,260
Evercore Wealth Management, LLC reports 1.40% decrease in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 91,797 shares of Merck & Co., Inc. (MX:MRK) valued at $11,042,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 93,100 shares of Merck & Co., Inc.. This represents a change in shares of -1.40% 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 COM 58933Y105 91,797 -1,303 -1.40 11,042 12.68 0.0937
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 93,100 -1,445 -1.53 9,800 23.49 0.1436
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 94,545 -1,413 -1.47 7,935 4.46 0.1164
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 95,958 -5,065 -5.01 7,596 -16.22 0.1181
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 101,023 -3,048 -2.93 9,068 -12.41 0.1457
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 104,071 -629 -0.60 10,353 -12.93 0.1551
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 104,700 -1,433 -1.35 11,890 -9.51 0.1783
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 106,133 -1,124 -1.05 13,139 -7.16 0.2068
2024-05-15 2024-03-31 13F MERCK COM 58933Y105 107,257 -3,790 -3.41 14,153 16.90 0.2218
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 111,047 1,030 0.94 12,106 6.89 0.2030
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 110,017 -4,339 -3.79 11,326 -14.16 0.2120
2023-08-04 2023-06-30 13F MERCK COM 58933Y105 114,356 2,333 2.08 13,196 10.71 0.2420
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 112,023 -1,046 -0.93 11,918 -5.00 0.2376
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 113,069 116 0.10 12,545 28.96 0.2629
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 112,953 1,905 1.72 9,728 -3.91 0.2194
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 111,048 -835 -0.75 10,124 10.30 0.2135
2022-05-16 2022-03-31 13F MERCK COM 58933Y105 111,883 -3,012 -2.62 9,179 4.25 0.1623
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 114,895 -1,020 -0.88 8,805 1.13 0.1432
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 115,915 -4,064 -3.39 8,707 -6.68 0.1576
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 119,979 -6,902 -5.44 9,330 -4.62 0.1707
2021-05-17 2021-03-31 13F MERCK & CO. COM 58933Y105 126,881 -4,516 -3.44 9,782 -9.00 0.1938
2021-02-16 2020-12-31 13F MERCK & CO. COM 58933Y105 131,397 910 0.70 10,749 -0.68 0.2316
2020-11-16 2020-09-30 13F MERCK & CO. COM 58933Y105 130,487 -3,809 -2.84 10,823 4.22 0.2648
2020-08-13 2020-06-30 13F MERCK & CO. COM 58933Y105 134,296 -394 -0.29 10,385 0.21 0.2774
2020-05-14 2020-03-31 13F MERCK & CO. COM 58933Y105 134,690 3,531 2.69 10,363 -13.12 0.3417
2020-02-13 2019-12-31 13F MERCK COM 58933Y105 131,159 -4,529 -3.34 11,928 4.43 0.3213
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 135,688 -1,412 -1.03 11,422 -0.64 0.3351
2019-08-13 2019-06-30 13F MERCK COM 58933Y105 137,100 3,835 2.88 11,496 3.73 0.3492
2019-05-14 2019-03-31 13F MERCK COM 58933Y105 133,265 6,903 5.46 11,083 14.79 0.3570
2019-02-13 2018-12-31 13F MERCK COM 58933Y105 126,362 -4,768 -3.64 9,655 3.78 0.3647
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 131,130 -10,994 -7.74 9,303 7.84 0.2975
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 142,124 11,324 8.66 8,627 21.10 0.2948
2018-05-14 2018-03-31 13F MERCK COM 58933Y105 130,800 -6,792 -4.94 7,124 -7.99 0.2721
2018-02-13 2017-12-31 13F MERCK COM 58933Y105 137,592 -772 -0.56 7,743 -12.60 0.2879
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 138,364 -708 -0.51 8,859 -0.59 0.3450
2017-08-11 2017-06-30 13F MERCK COM 58933Y105 139,072 -10,801 -7.21 8,912 -6.42 0.3442
2017-05-12 2017-03-31 13F MERCK COM 58933Y105 149,873 3,168 2.16 9,523 10.26 0.3727
2017-02-08 2016-12-31 13F MERCK COM 58933Y105 146,705 20,759 16.48 8,637 9.90 0.3579
2016-11-10 2016-09-30 13F MERCK COM 58933Y105 125,946 7,707 6.52 7,859 15.39 0.3252
2016-09-20 2016-06-30 13F/A-1 MERCK COM 58933Y105 118,239 -6,257 -5.03 6,811 3.42 0.3010
2016-08-01 2016-06-30 13F MERCK COM 58933Y105 117,210 6,752
2016-05-02 2016-03-31 13F MERCK & CO INC COM 58933Y105 124,496 93 0.07 6,586 0.23 0.2910
2016-02-16 2015-12-31 13F MERCK & CO INC COM 58933Y105 124,403 -16,590 -11.77 6,571 -5.63 0.3050
2015-11-16 2015-09-30 13F MERCK & CO INC COM 58933Y105 140,993 31,709 29.02 6,963 11.96 0.3326
2015-08-06 2015-06-30 13F MERCK & CO INC COM 58933Y105 109,284 14,289 15.04 6,219 14.01 0.2807
2015-05-06 2015-03-31 13F MERCK & CO INC COM 58933Y105 94,995 -758 -0.79 5,455 0.37 0.2504
2015-02-13 2014-12-31 13F MERCK & CO INC COM 58933Y105 95,753 -3,312 -3.34 5,435 -7.52 0.2709
2014-11-13 2014-09-30 13F MERCK & CO INC COM 58933Y105 99,065 10,885 12.34 5,877 15.21 0.2944
2014-08-14 2014-06-30 13F MERCK & CO INC COM 58933Y105 88,180 23,322 35.96 5,101 38.58 0.2630
2014-05-15 2014-03-31 13F MERCK & CO INC COM 58933Y105 64,858 -2,353 -3.50 3,681 9.46 0.2064
2014-02-11 2013-12-31 13F MERCK & CO INC COM 58933Y105 67,211 -19,969 -22.91 3,363 -19.00 0.1848
2013-11-13 2013-09-30 13F MERCK & CO INC COM 58933Y105 87,180 -6,924 -7.36 4,152 -4.99 0.2378
2013-08-14 2013-06-30 13F MERCK & CO INC COM 58933Y105 94,104 94,104 4,370 0.2473
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.