머크 앤 컴퍼니(Merck & Co., Inc.)
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionChannel Wealth Llc
Latest Disclosed Ownership8,353 shares
Latest Disclosed Value $ 1,004,804
Channel Wealth Llc reports 41.99% increase in ownership of MRK / Merck & Co., Inc.

On May 12, 2026 - Channel Wealth Llc filed a 13F-HR form disclosing ownership of 8,353 shares of Merck & Co., Inc. (MX:MRK) valued at $1,004,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 5,883 shares of Merck & Co., Inc.. This represents a change in shares of 41.99% 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)
2026-05-12 2026-03-31 13F MERCK COM 58933Y105 8,353 2,470 41.99 1,005 62.20 0.2434
2026-02-03 2025-12-31 13F MERCK COM 58933Y105 5,883 -241 -3.94 619 20.66 0.1568
2025-10-07 2025-09-30 13F MERCK COM 58933Y105 6,124 18 0.29 514 6.21 0.1375
2025-07-09 2025-06-30 13F MERCK COM 58933Y105 6,106 -121 -1.94 483 -13.44 0.1367
2025-04-10 2025-03-31 13F MERCK COM 58933Y105 6,227 -205 -3.19 559 -12.68 0.1737
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 6,432 -70 -1.08 640 -13.41 0.2084
2024-10-31 2024-09-30 13F MERCK COM 58933Y105 6,502 -378 -5.49 738 -13.28 0.2432
2024-08-05 2024-06-30 13F MERCK COM 58933Y105 6,880 6 0.09 852 -6.17 0.3087
2024-04-12 2024-03-31 13F MERCK COM 58933Y105 6,874 196 2.94 907 24.59 0.3646
2024-01-08 2023-12-31 13F MERCK COM 58933Y105 6,678 110 1.67 728 7.69 0.3437
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 6,568 -221 -3.26 676 -13.67 0.3786
2023-07-26 2023-06-30 13F MERCK COM 58933Y105 6,789 1,831 36.93 783 48.58 0.4504
2023-04-27 2023-03-31 13F MERCK COM 58933Y105 4,958 4,958 527 0.3397
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.