Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership13,278 shares
Latest Disclosed Value $ 1,597,198
Triangle Securities Wealth Management reports 0.04% increase in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 13,278 shares of Merck & Co., Inc. (MX:MRK) valued at $1,597,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 13,273 shares of Merck & Co., Inc.. This represents a change in shares of 0.04% 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 13,278 5 0.04 1,597 14.32 0.3625
2026-01-13 2025-12-31 13F MERCK COM 58933Y105 13,273 -203 -1.51 1,397 23.52 0.2946
2025-10-15 2025-09-30 13F MERCK COM 58933Y105 13,476 2,660 24.59 1,131 32.13 0.2560
2025-07-10 2025-06-30 13F MERCK COM 58933Y105 10,816 -3,522 -24.56 856 -33.44 0.2107
2025-04-10 2025-03-31 13F MERCK COM 58933Y105 14,338 759 5.59 1,287 -4.74 0.3310
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 13,579 -238 -1.72 1,351 -13.96 0.3465
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 13,817 -2,473 -15.18 1,569 -22.17 0.4055
2024-07-10 2024-06-30 13F MERCK COM 58933Y105 16,290 186 1.15 2,017 -5.08 0.5695
2024-04-10 2024-03-31 13F MERCK COM 58933Y105 16,104 408 2.60 2,125 24.14 0.6057
2024-01-10 2023-12-31 13F MERCK COM 58933Y105 15,696 -258 -1.62 1,711 4.20 0.5320
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 15,954 -793 -4.74 1,642 -15.01 0.5841
2023-07-13 2023-06-30 13F MERCK COM 58933Y105 16,747 -590 -3.40 1,932 4.77 0.6648
2023-04-20 2023-03-31 13F MERCK COM 58933Y105 17,337 -201 -1.15 1,845 -5.19 0.6596
2023-01-11 2022-12-31 13F MERCK COM 58933Y105 17,538 -546 -3.02 1,946 24.92 0.7134
2022-10-19 2022-09-30 13F MERCK COM 58933Y105 18,084 -448 -2.42 1,557 -7.87 0.6363
2022-07-11 2022-06-30 13F MERCK COM 58933Y105 18,532 130 0.71 1,690 11.92 0.6584
2022-04-13 2022-03-31 13F MERCK COM 58933Y105 18,402 -471 -2.50 1,510 4.43 0.5055
2022-01-14 2021-12-31 13F MERCK COM 58933Y105 18,873 567 3.10 1,446 5.16 0.4525
2021-10-14 2021-09-30 13F MERCK COM 58933Y105 18,306 109 0.60 1,375 -2.83 0.4667
2021-07-12 2021-06-30 13F MERCK COM 58933Y105 18,197 161 0.89 1,415 1.80 0.4785
2021-04-12 2021-03-31 13F MERCK & CO. COM 58933Y105 18,036 1,507 9.12 1,390 2.81 0.5025
2021-01-11 2020-12-31 13F MERCK & CO. COM 58933Y105 16,529 777 4.93 1,352 3.44 0.5354
2020-10-09 2020-09-30 13F MERCK & CO. COM 58933Y105 15,752 667 4.42 1,307 12.09 0.5909
2020-07-08 2020-06-30 13F MERCK & CO. COM 58933Y105 15,085 401 2.73 1,166 3.19 0.5579
2020-04-06 2020-03-31 13F MERCK & CO. COM 58933Y105 14,684 203 1.40 1,130 -14.20 0.6513
2020-01-09 2019-12-31 13F MERCK COM 58933Y105 14,481 -658 -4.35 1,317 3.38 0.5707
2019-10-15 2019-09-30 13F MERCK COM 58933Y105 15,139 988 6.98 1,274 7.15 0.6229
2019-07-10 2019-06-30 13F MERCK COM 58933Y105 14,151 389 2.83 1,189 3.84 0.6040
2019-04-10 2019-03-31 13F/A-1 MERCK COM 58933Y105 13,762 -1,021 -6.91 1,145 1.33 0.6001
2019-04-08 2019-03-31 13F MERCK COM 58933Y105 13,762 1,145
2019-01-17 2018-12-31 13F MERCK COM 58933Y105 14,783 -211 -1.41 1,130 6.20 0.6672
2018-10-04 2018-09-30 13F MERCK COM 58933Y105 14,994 -160 -1.06 1,064 15.65 0.5652
2018-07-12 2018-06-30 13F MERCK COM 58933Y105 15,154 -280 -1.81 920 9.39 0.5141
2018-04-11 2018-03-31 13F MERCK COM 58933Y105 15,434 692 4.69 841 1.33 0.4831
2018-01-10 2017-12-31 13F MERCK COM 58933Y105 14,742 -194 -1.30 830 -13.18 0.4739
2017-10-11 2017-09-30 13F MERCK COM 58933Y105 14,936 -173 -1.15 956 -1.24 0.5687
2017-07-06 2017-06-30 13F MERCK COM 58933Y105 15,109 -93 -0.61 968 0.21 0.6397
2017-04-05 2017-03-31 13F MERCK COM 58933Y105 15,202 367 2.47 966 10.65 0.6164
2017-01-19 2016-12-31 13F MERCK COM 58933Y105 14,835 -11,755 -44.21 873 -47.38 0.5832
2016-10-06 2016-09-30 13F MERCK COM 58933Y105 26,590 -1,915 -6.72 1,659 1.04 1.1474
2016-07-07 2016-06-30 13F MERCK COM 58933Y105 28,505 -975 -3.31 1,642 5.26 1.2252
2016-04-08 2016-03-31 13F MERCK & CO INC COM 58933Y105 29,480 465 1.60 1,560 1.76 1.0176
2016-01-28 2015-12-31 13F MERCK & CO INC COM 58933Y105 29,015 690 2.44 1,533 9.58 1.0273
2015-10-08 2015-09-30 13F MERCK & CO INC COM 58933Y105 28,325 2,105 8.03 1,399 -6.30 1.0579
2015-07-15 2015-06-30 13F MERCK & CO INC COM 58933Y105 26,220 4,207 19.11 1,493 18.02 1.0550
2015-04-13 2015-03-31 13F MERCK & CO INC COM 58933Y105 22,013 13,525 159.34 1,265 162.45 0.8759
2015-01-08 2014-12-31 13F MERCK & CO INC COM 58933Y105 8,488 100 1.19 482 -3.02 0.3430
2014-10-16 2014-09-30 13F MERCK & CO INC COM 58933Y105 8,388 0 0.00 497 2.47 0.3819
2014-07-16 2014-06-30 13F MERCK & CO INC COM 58933Y105 8,388 -4 -0.05 485 30.73 0.3716
2014-04-14 2014-03-31 13F MERCK & CO INC COM 58933Y105 8,392 -253 -2.93 371 -14.32 0.3335
2014-01-13 2013-12-31 13F MERCK & CO INC COM 58933Y105 8,645 204 2.42 433 7.71 0.3514
2013-10-08 2013-09-30 13F MERCK & CO INC COM 58933Y105 8,441 49 0.58 402 3.08 0.3503
2013-07-10 2013-06-30 13F MERCK & CO INC COM 58933Y105 8,392 8,392 390 0.2884
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.