Merck & Co., Inc.
US ˙ NYSE ˙ US58933Y1055

SecurityMRK / Merck & Co., Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership80,052 shares
Latest Disclosed Value $ 9,629,460
Principle Wealth Partners Llc reports 2.69% decrease in ownership of MRK / Merck & Co., Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 80,052 shares of Merck & Co., Inc. (US:MRK) valued at $9,629,455 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 82,266 shares of Merck & Co., Inc.. This represents a change in shares of -2.69% during the quarter. The current value of the position is $9,181,964 USD.

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 80,052 -2,214 -2.69 9,629 11.20 0.5503
2026-02-06 2025-12-31 13F MERCK COM 58933Y105 82,266 6,354 8.37 8,659 35.91 0.4872
2025-11-03 2025-09-30 13F MERCK COM 58933Y105 75,912 -843 -1.10 6,371 4.87 0.3698
2025-07-30 2025-06-30 13F MERCK COM 58933Y105 76,755 2,697 3.64 6,076 -8.61 0.3795
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 74,058 1,915 2.65 6,647 -7.37 0.4751
2025-01-29 2024-12-31 13F MERCK COM 58933Y105 72,143 -275 -0.38 7,177 -12.73 0.5037
2024-11-13 2024-09-30 13F MERCK COM 58933Y105 72,418 1,750 2.48 8,224 -6.00 0.5825
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 70,668 -304 -0.43 8,749 -6.58 0.6659
2024-04-23 2024-03-31 13F/A-1 MERCK COM 58933Y105 70,972 777 1.11 9,365 22.37 0.7314
2024-04-23 2024-03-31 13F MERCK COM 58933Y105 70,972 777 9,365 0.7314
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 70,195 -79 -0.11 7,653 5.78 0.6588
2023-11-01 2023-09-30 13F MERCK COM 58933Y105 70,274 1,278 1.85 7,235 -9.13 0.7270
2023-07-31 2023-06-30 13F MERCK COM 58933Y105 68,996 -386 -0.56 7,961 7.86 0.8000
2023-05-10 2023-03-31 13F MERCK COM 58933Y105 69,382 47 0.07 7,382 -4.04 0.7891
2023-02-02 2022-12-31 13F MERCK & CO INC COM Stock 58933Y105 69,335 -1,868 -2.62 7,693 25.44 0.8718
2022-11-14 2022-09-30 13F MERCK & CO INC COM Stock 58933Y105 71,203 -758 -1.05 6,132 -6.54 0.5783
2022-08-02 2022-06-30 13F MERCK & CO INC COM Stock 58933Y105 71,961 -9,025 -11.14 6,561 -1.26 0.7896
2022-05-12 2022-03-31 13F MERCK & CO INC COM Stock 58933Y105 80,986 1,391 1.75 6,645 8.93 0.6987
2022-02-11 2021-12-31 13F MERCK & CO INC COM Stock 58933Y105 79,595 1,304 1.67 6,100 3.74 0.6405
2021-11-16 2021-09-30 13F MERCK & CO INC COM Stock 58933Y105 78,291 -4,460 -5.39 5,880 -8.64 0.6789
2021-08-13 2021-06-30 13F MERCK & CO INC COM Stock 58933Y105 82,751 -23 -0.03 6,436 0.86 0.7308
2021-05-18 2021-03-31 13F MERCK & CO. INC COM Stock 58933Y105 82,774 8,507 11.45 6,381 5.04 0.7462
2021-02-16 2020-12-31 13F MERCK & CO. INC COM Stock 58933Y105 74,267 65,830 780.25 6,075 767.86 0.8004
2020-11-16 2020-09-30 13F MERCK & CO. INC COM Stock 58933Y105 8,437 -3 -0.04 700 7.20 0.1951
2020-08-14 2020-06-30 13F MERCK & CO. INC COM Stock 58933Y105 8,440 169 2.04 653 2.67 0.1917
2020-05-13 2020-03-31 13F MERCK & CO. INC COM Stock 58933Y105 8,271 -317 -3.69 636 -18.57 0.2387
2020-02-04 2019-12-31 13F MERCK & CO INC COM Stock 58933Y105 8,588 -576 -6.29 781 1.30 0.2494
2019-11-05 2019-09-30 13F MERCK & CO INC COM Stock 58933Y105 9,164 1,456 18.89 771 19.35 0.2665
2019-11-05 2019-06-30 13F MERCK & CO INC COM Stock 58933Y105 7,708 1,032 15.46 646 16.40 0.3323
2019-10-30 2019-03-31 13F MERCK & CO INC COM Stock 58933Y105 6,676 850 14.59 555 24.72 0.3174
2019-10-10 2018-12-31 13F MERCK & CO INC NEW COM Com 58933Y105 5,826 5,826 445 0.3734
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.