Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership5,954 shares
Latest Disclosed Value $ 716,189
WealthPLAN Partners, LLC reports 44.36% decrease in ownership of MRK / Merck & Co., Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 5,954 shares of Merck & Co., Inc. (MX:MRK) valued at $716,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 10,701 shares of Merck & Co., Inc.. This represents a change in shares of -44.36% 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)
2026-04-29 2026-03-31 13F MERCK COM 58933Y105 5,954 -4,747 -44.36 716 -36.41 0.1167
2026-02-12 2025-12-31 13F MERCK COM 58933Y105 10,701 894 9.12 1,126 36.82 0.1683
2025-10-27 2025-09-30 13F MERCK COM 58933Y105 9,807 680 7.45 823 13.99 0.1234
2025-07-28 2025-06-30 13F MERCK COM 58933Y105 9,127 -67 -0.73 723 -12.48 0.1163
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 9,194 80 0.88 825 -8.94 0.1163
2025-01-30 2024-12-31 13F MERCK COM 58933Y105 9,114 -167 -1.80 907 -13.96 0.1286
2024-11-05 2024-09-30 13F MERCK COM 58933Y105 9,281 -644 -6.49 1,054 -14.25 0.1415
2024-08-09 2024-06-30 13F MERCK COM 58933Y105 9,925 -206 -2.03 1,229 -8.08 0.1319
2024-05-07 2024-03-31 13F MERCK COM 58933Y105 10,131 -105 -1.03 1,337 19.82 0.1384
2024-01-05 2023-12-31 13F MERCK COM 58933Y105 10,236 4 0.04 1,116 5.89 0.1147
2023-11-02 2023-09-30 13F MERCK COM 58933Y105 10,232 1,126 12.37 1,053 0.29 0.1224
2023-07-31 2023-06-30 13F Merck Stock/ETF 58933Y105 9,106 -662 -6.78 1,051 1.06 0.1486
2023-05-10 2023-03-31 13F Merck Stock/ETF 58933Y105 9,768 -2,457 -20.10 1,039 -21.82 0.1182
2023-02-16 2022-12-31 13F MERCK COM 58933Y105 12,225 690 5.98 1,329 30.04 0.0929
2022-05-03 2022-03-31 13F MERCK COM 58933Y105 11,535 -183 -1.56 1,022 7.02 0.0709
2022-02-01 2021-12-31 13F MERCK COM 58933Y105 11,718 191 1.66 955 14.65 0.0629
2021-12-09 2021-09-30 13F MERCK COM 58933Y105 11,527 3,948 52.09 833 46.14 0.0554
2021-08-19 2021-06-30 13F MERCK COM 58933Y105 7,579 -619 -7.55 570 -8.51 0.0401
2021-05-11 2021-03-31 13F MERCK & CO. COM 58933Y105 8,198 -222 -2.64 623 -2.66 0.0483
2021-02-09 2020-12-31 13F MERCK & CO. COM 58933Y105 8,420 74 0.89 640 -3.90 0.0544
2020-12-18 2020-09-30 13F MERCK & CO. COM 58933Y105 8,346 -234 -2.73 666 -7.11 0.0649
2020-08-19 2020-06-30 13F MERCK & CO. COM 58933Y105 8,580 491 6.07 717 10.65 0.0742
2020-05-15 2020-03-31 13F MERCK & CO. COM 58933Y105 8,089 -1,328 -14.10 648 -17.35 0.0841
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 9,417 1,085 13.02 784 10.89 0.0926
2019-11-15 2019-09-30 13F MERCK COM 58933Y105 8,332 1,218 17.12 707 15.52 0.0966
2019-08-19 2019-06-30 13F MERCK COM 58933Y105 7,114 -1,155 -13.97 612 -4.67 0.0921
2019-05-16 2019-03-31 13F MERCK COM 58933Y105 8,269 -7 -0.08 642 -2.73 0.1002
2019-02-20 2018-12-31 13F MERCK COM 58933Y105 8,276 -101 -1.21 660 5.43 0.1062
2018-11-21 2018-09-30 13F MERCK COM 58933Y105 8,377 135 1.64 626 25.20 0.1143
2018-08-16 2018-06-30 13F MERCK COM 58933Y105 8,242 57 0.70 500 12.11 0.1025
2018-05-15 2018-03-31 13F MERCK COM 58933Y105 8,185 3,534 75.98 446 70.23 0.0979
2018-02-16 2017-12-31 13F MERCK COM 58933Y105 4,651 -1,035 -18.20 262 -28.02 0.0701
2017-11-14 2017-09-30 13F MERCK COM 58933Y105 5,686 1,177 26.10 364 25.95 0.1021
2017-08-11 2017-06-30 13F MERCK COM 58933Y105 4,509 4,078 946.17 289 970.37 0.0830
2017-04-19 2017-03-31 13F MERCK Common Stock 58933Y105 431 -13,143 -96.82 27 -96.81 0.0953
2016-12-09 2016-09-30 13F MERCK Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 58933Y105 13,574 -12,476 -47.89 848 8.73 0.2761
2016-08-08 2016-06-30 13F Merck and Common Stock 58933Y105 26,050 -10,840 -29.38 779 24.84 0.1000
2016-03-24 2015-12-31 13F MERCK & CO INC COM 58933Y105 36,890 26,939 270.72 624 10.05 0.1015
2015-08-10 2015-06-30 13F MERCK & CO INC COM 58933Y105 9,951 -3,202 -24.34 567 -25.10 0.2481
2015-05-04 2015-03-31 13F Merck and Common Stock 58933Y105 13,153 13,153 757 0.3524
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.