Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership30,754 shares
Latest Disclosed Value $ 3,699,388
Avidian Wealth Solutions, LLC reports 94.29% increase in ownership of MRK / Merck & Co., Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 30,754 shares of Merck & Co., Inc. (MX:MRK) valued at $3,699,388 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 15,829 shares of Merck & Co., Inc.. This represents a change in shares of 94.29% 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)
2026-05-07 2026-03-31 13F MERCK COM 58933Y105 30,754 14,925 94.29 3,699 122.03 0.1170
2026-02-02 2025-12-31 13F MERCK COM 58933Y105 15,829 411 2.67 1,666 28.75 0.0606
2025-10-30 2025-09-30 13F MERCK COM 58933Y105 15,418 1,699 12.38 1,294 19.26 0.0487
2025-07-30 2025-06-30 13F MERCK COM 58933Y105 13,719 -3,039 -18.13 1,086 -27.86 0.0441
2025-04-25 2025-03-31 13F MERCK COM 58933Y105 16,758 -272 -1.60 1,504 -11.22 0.0670
2025-01-29 2024-12-31 13F MERCK COM 58933Y105 17,030 -670 -3.79 1,694 -15.72 0.0761
2024-10-30 2024-09-30 13F MERCK COM 58933Y105 17,700 770 4.55 2,010 -4.06 0.0913
2024-08-06 2024-06-30 13F MERCK COM 58933Y105 16,930 1,727 11.36 2,096 4.44 0.0870
2024-05-03 2024-03-31 13F MERCK COM 58933Y105 15,203 1,633 12.03 2,006 35.63 0.0973
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 13,570 2,258 19.96 1,479 27.06 0.0910
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 11,312 -881 -7.23 1,165 -17.21 0.0820
2023-08-03 2023-06-30 13F MERCK COM 58933Y105 12,193 -11,462 -48.45 1,407 -44.12 0.0921
2023-05-08 2023-03-31 13F MERCK COM 58933Y105 23,655 2,165 10.07 2,517 5.54 0.1381
2023-02-06 2022-12-31 13F MERCK COM 58933Y105 21,490 2,299 11.98 2,384 44.22 0.1553
2022-11-03 2022-09-30 13F MERCK COM 58933Y105 19,191 85 0.44 1,653 -5.11 0.1194
2022-07-29 2022-06-30 13F MERCK COM 58933Y105 19,106 1,506 8.56 1,742 20.64 0.1233
2022-05-10 2022-03-31 13F MERCK COM 58933Y105 17,600 80 0.46 1,444 7.52 0.0885
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 17,520 3,353 23.67 1,343 26.22 0.0836
2021-11-10 2021-09-30 13F MERCK COM 58933Y105 14,167 2,282 19.20 1,064 15.15 0.0811
2021-08-09 2021-06-30 13F MERCK COM 58933Y105 11,885 2,878 31.95 924 33.14 0.0709
2021-05-05 2021-03-31 13F MERCK & CO. COM 58933Y105 9,007 959 11.92 694 5.47 0.0591
2021-02-09 2020-12-31 13F MERCK & CO. COM 58933Y105 8,048 -401 -4.75 658 -6.13 0.0624
2021-02-03 2020-09-30 13F/A-1 MERCK & CO. COM 58933Y105 8,449 -2,053 -19.55 701 -13.67 0.0794
2020-11-06 2020-09-30 13F MERCK & CO. COM 58933Y105 8,449 -2,053 701 162,368.4954
2020-08-10 2020-06-30 13F MERCK & CO. COM 58933Y105 10,502 -2,705 -20.48 812 -20.08 0.1095
2020-04-22 2020-03-31 13F MERCK & CO. COM 58933Y105 13,207 461 3.62 1,016 -12.34 0.1630
2020-02-13 2019-12-31 13F MERCK COM 58933Y105 12,746 -46 -0.36 1,159 7.61 0.1647
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 12,792 -2,573 -16.75 1,077 -16.38 0.1774
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 15,365 15,365 1,288 0.3045
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.