Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership10,962 shares
Latest Disclosed Value $ 1,324,633
Wbh Advisory Inc reports 3.10% decrease in ownership of MRK / Merck & Co., Inc.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 10,962 shares of Merck & Co., Inc. (MX:MRK) valued at $1,324,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,313 shares of Merck & Co., Inc.. This represents a change in shares of -3.10% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-27 2026-03-31 13F MERCK COM 58933Y105 10,962 -351 -3.10 1,325 11.26 0.0992
2026-01-26 2025-12-31 13F MERCK COM 58933Y105 11,313 1,123 11.02 1,191 39.18 0.0882
2025-10-30 2025-09-30 13F MERCK COM 58933Y105 10,190 -408 -3.85 855 2.03 0.0653
2025-07-30 2025-06-30 13F MERCK COM 58933Y105 10,598 -656 -5.83 839 -17.03 0.0715
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 11,254 -3,248 -22.40 1,010 -29.96 0.0942
2025-01-31 2024-12-31 13F MERCK COM 58933Y105 14,502 -251 -1.70 1,443 -13.91 0.1339
2024-10-15 2024-09-30 13F MERCK COM 58933Y105 14,753 -541 -3.54 1,675 -11.52 0.1586
2024-07-11 2024-06-30 13F MERCK COM 58933Y105 15,294 -641 -4.02 1,893 -9.94 0.1916
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 15,935 -2,298 -12.60 2,103 5.79 0.2164
2024-01-09 2023-12-31 13F MERCK COM 58933Y105 18,233 -501 -2.67 1,988 3.06 0.2211
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 18,734 -331 -1.74 1,929 -12.32 0.2367
2023-07-12 2023-06-30 13F MERCK COM 58933Y105 19,065 -738 -3.73 2,200 4.42 0.2607
2023-04-20 2023-03-31 13F MERCK COM 58933Y105 19,803 -655 -3.20 2,107 19.52 0.2631
2022-10-18 2022-09-30 13F MERCK COM 58933Y105 20,458 -216 -1.04 1,762 -9.64 0.2542
2022-07-12 2022-06-30 13F MERCK COM 58933Y105 20,674 185 0.90 1,950 7.44 0.2602
2022-04-29 2022-03-31 13F MERCK COM 58933Y105 20,489 -592 -2.81 1,815 12.31 0.2228
2022-01-28 2021-12-31 13F MERCK COM 58933Y105 21,081 324 1.56 1,616 3.66 0.1844
2021-10-25 2021-09-30 13F MERCK COM 58933Y105 20,757 1,027 5.21 1,559 2.30 0.2097
2021-07-27 2021-06-30 13F MERCK COM 58933Y105 19,730 -797 -3.88 1,524 -3.67 0.2233
2021-04-19 2021-03-31 13F MERCK & CO. COM 58933Y105 20,527 -124 -0.60 1,582 -7.11 0.2560
2021-01-21 2020-12-31 13F MERCK & CO. COM 58933Y105 20,651 -2,129 -9.35 1,703 -9.89 0.2930
2020-10-27 2020-09-30 13F MERCK & CO. COM 58933Y105 22,780 -390 -1.68 1,890 5.53 0.3815
2020-08-05 2020-06-30 13F Merck COM 58933Y105 23,170 -106 -0.46 1,791 0.06 0.4335
2020-05-07 2020-03-31 13F Merck COM 58933Y105 23,276 -61 -0.26 1,790 -15.65 0.4198
2020-01-27 2019-12-31 13F Merck COM 58933Y105 23,337 -327 -1.38 2,122 6.53 0.4339
2019-10-25 2019-09-30 13F Merck COM 58933Y105 23,664 1,746 7.97 1,992 8.44 0.4473
2019-08-02 2019-06-30 13F Merck COM 58933Y105 21,918 -820 -3.61 1,837 691.81 0.4259
2019-04-22 2019-03-31 13F Merck COM 58933Y105 22,738 170 0.75 232 -86.54 0.0552
2019-01-29 2018-12-31 13F Merck COM 58933Y105 22,568 -378 -1.65 1,724 5.96 0.4185
2018-10-29 2018-09-30 13F Merck COM 58933Y105 22,946 101 0.44 1,627 17.39 0.3944
2018-07-31 2018-06-30 13F Merck COM 58933Y105 22,845 -299 -1.29 1,386 10.00 0.3593
2018-04-30 2018-03-31 13F Merck COM 58933Y105 23,144 -551 -2.33 1,260 -5.48 0.3426
2018-01-31 2017-12-31 13F Merck COM 58933Y105 23,695 -687 -2.82 1,333 -14.61 0.3555
2017-11-29 2017-09-30 13F Merck COM 58933Y105 24,382 -4 -0.02 1,561 -0.06 0.4356
2017-07-21 2017-06-30 13F Merck COM 58933Y105 24,386 141 0.58 1,562 1.43 0.4382
2017-04-21 2017-03-31 13F Merck COM 58933Y105 24,245 -162 -0.66 1,540 7.24 0.4613
2017-01-20 2016-12-31 13F Merck COM 58933Y105 24,407 -122 -0.50 1,436 -6.14 0.4786
2016-10-24 2016-09-30 13F Merck COM 58933Y105 24,529 861 3.64 1,530 12.25 0.5236
2016-07-25 2016-06-30 13F Merck COM 58933Y105 23,668 228 0.97 1,363 9.92 0.5306
2016-04-15 2016-03-31 13F Merck COM 58933Y105 23,440 5 0.02 1,240 0.24 0.4150
2016-01-19 2015-12-31 13F Merck COM 58933Y105 23,435 -70 -0.30 1,237 6.64 0.4323
2015-10-15 2015-09-30 13F Merck COM 58933Y105 23,505 213 0.91 1,160 -12.52 0.4819
2015-07-20 2015-06-30 13F Merck COM 58933Y105 23,292 -126 -0.54 1,326 -1.49 0.5211
2015-04-22 2015-03-31 13F Merck COM 58933Y105 23,418 -437 -1.83 1,346 -0.59 0.3777
2015-01-23 2014-12-31 13F Merck COM 58933Y105 23,855 -1,086 -4.35 1,354 -8.39 0.5105
2014-10-17 2014-09-30 13F Merck COM 58933Y105 24,941 -805 -3.13 1,478 -0.74 0.5193
2014-07-21 2014-06-30 13F Merck COM 58933Y105 25,746 921 3.71 1,489 5.68 0.5629
2014-04-29 2014-03-31 13F Merck COM 58933Y105 24,825 -862 -3.36 1,409 9.65 0.5605
2014-02-19 2013-12-31 13F/A-1 Merck COM 58933Y105 25,687 136 0.53 1,285 5.67 0.5176
2014-01-27 2013-12-31 13F Merck COM 58933Y105 25,687 1,285
2013-11-05 2013-09-30 13F Merck COM 58933Y105 25,551 8 0.03 1,216 2.62 0.5443
2013-07-19 2013-06-30 13F Merck COM 58933Y105 25,543 25,543 1,185 0.5481
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.