머크 앤 컴퍼니(Merck & Co., Inc.)
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBIP Wealth, LLC
Latest Disclosed Ownership5,129 shares
Latest Disclosed Value $ 616,923
BIP Wealth, LLC reports 0.33% decrease in ownership of MRK / Merck & Co., Inc.

On April 27, 2026 - BIP Wealth, LLC filed a 13F-HR form disclosing ownership of 5,129 shares of Merck & Co., Inc. (MX:MRK) valued at $616,923 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 5,146 shares of Merck & Co., Inc.. This represents a change in shares of -0.33% 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)
2026-04-27 2026-03-31 13F MERCK COM 58933Y105 5,129 -17 -0.33 617 13.86 0.0251
2026-01-21 2025-12-31 13F MERCK COM 58933Y105 5,146 572 12.51 542 41.25 0.0191
2025-10-30 2025-09-30 13F MERCK COM 58933Y105 4,574 408 9.79 384 16.41 0.0190
2025-07-31 2025-06-30 13F MERCK COM 58933Y105 4,166 -1,077 -20.54 330 -30.00 0.0203
2025-05-02 2025-03-31 13F MERCK COM 58933Y105 5,243 -263 -4.78 471 -14.08 0.0307
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 5,506 462 9.16 548 -4.37 0.0366
2024-11-07 2024-09-30 13F MERCK COM 58933Y105 5,044 970 23.81 573 13.49 0.0390
2024-08-08 2024-06-30 13F MERCK COM 58933Y105 4,074 -278 -6.39 504 -12.20 0.0413
2024-05-08 2024-03-31 13F MERCK COM 58933Y105 4,352 273 6.69 574 29.28 0.0420
2024-02-02 2023-12-31 13F MERCK COM 58933Y105 4,079 629 18.23 445 25.07 0.0350
2023-11-09 2023-09-30 13F MERCK COM 58933Y105 3,450 -201 -5.51 355 -15.68 0.0327
2023-07-27 2023-06-30 13F MERCK & CO INC COM COM 58933Y105 3,651 -899 -19.76 421 -13.02 0.0345
2023-05-10 2023-03-31 13F MERCK &CO INC COM COM 58933Y105 4,550 4,550 484 0.0533
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.