Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership194,446 shares
Latest Disclosed Value $ 23,389,906
EP Wealth Advisors, Inc. reports 0.66% decrease in ownership of MRK / Merck & Co., Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 194,446 shares of Merck & Co., Inc. (MX:MRK) valued at $23,389,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 195,734 shares of Merck & Co., Inc.. This represents a change in shares of -0.66% 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)
2026-05-14 2026-03-31 13F MERCK COM 58933Y105 194,446 -1,288 -0.66 23,390 13.53 0.1149
2026-02-18 2025-12-31 13F MERCK COM 58933Y105 195,734 -6,578 -3.25 20,603 28.64 0.1070
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 202,312 52,137 34.72 16,015 18.81 0.1053
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 150,175 -49,038 -24.62 13,480 -31.98 0.1077
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 199,213 -17,910 -8.25 19,818 -19.63 0.1617
2024-11-15 2024-09-30 13F MERCK COM 58933Y105 217,123 27,461 14.48 24,656 5.01 0.2119
2024-08-19 2024-06-30 13F MERCK COM 58933Y105 189,662 7,968 4.39 23,480 -2.06 0.2495
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 181,694 6,040 3.44 23,975 25.20 0.2802
2024-02-28 2023-12-31 13F MERCK COM 58933Y105 175,654 -12,234 -6.51 19,150 -1.00 0.2442
2023-11-24 2023-09-30 13F MERCK COM 58933Y105 187,888 167,206 808.46 19,343 -7.14 0.3000
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 20,682 6,731 48.25 20,831 1,007.39 0.3003
2023-06-05 2023-03-31 13F MERCK COM 58933Y105 13,951 -97,398 -87.47 1,881 -84.77 0.0324
2023-06-12 2022-12-31 13F MERCK COM 58933Y105 111,349 4,116 3.84 12,354 33.77 0.2226
2022-12-02 2022-09-30 13F MERCK COM 58933Y105 107,233 76,714 251.36 9,235 231.96 0.2094
2022-08-11 2022-06-30 13F MERCK COM 58933Y105 30,519 7,191 30.83 2,782 45.35 0.0627
2022-05-20 2022-03-31 13F MERCK COM 58933Y105 23,328 -657 -2.74 1,914 4.13 0.0420
2022-02-17 2021-12-31 13F MERCK COM 58933Y105 23,985 1,173 5.14 1,838 7.30 0.0434
2021-11-23 2021-09-30 13F/A-1 MERCK COM 58933Y105 22,812 -11,583 -33.68 1,713 -35.96 0.0470
2021-11-16 2021-09-30 13F MERCK COM 58933Y105 60,551 26,156 1,713 0.0470
2021-08-24 2021-06-30 13F MERCK COM 58933Y105 34,395 -13,103 -27.59 2,675 -26.95 0.0742
2021-05-17 2021-03-31 13F MERCK & CO. COM 58933Y105 47,498 -164,887 -77.64 3,662 -78.92 0.1164
2021-02-18 2020-12-31 13F MERCK & CO. COM 58933Y105 212,385 23,278 12.31 17,373 10.75 0.6108
2020-11-17 2020-09-30 13F MERCK & CO. COM 58933Y105 189,107 14,885 8.54 15,686 16.43 0.6749
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 174,222 154,455 781.38 13,473 785.80 0.5753
2020-05-18 2020-03-31 13F MERCK & CO. COM 58933Y105 19,767 833 4.40 1,521 -11.67 0.0744
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 18,934 947 5.26 1,722 13.74 0.0709
2019-11-18 2019-09-30 13F MERCK COM 58933Y105 17,987 1,588 9.68 1,514 10.11 0.0751
2019-08-27 2019-06-30 13F MERCK COM 58933Y105 16,399 5,053 44.54 1,375 45.66 0.0859
2019-05-20 2019-03-31 13F MERCK COM 58933Y105 11,346 342 3.11 944 12.25 0.0908
2019-02-15 2018-12-31 13F MERCK COM 58933Y105 11,004 -1,645 -13.00 841 -6.24 0.0649
2018-11-15 2018-09-30 13F MERCK COM 58933Y105 12,649 7,012 124.39 897 162.28 0.0701
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 5,637 -420 -6.93 342 3.64 0.0323
2018-05-15 2018-03-31 13F MERCK COM 58933Y105 6,057 -3,172 -34.37 330 -36.42 0.0319
2018-02-15 2017-12-31 13F MERCK COM 58933Y105 9,229 66 0.72 519 -11.58 0.0548
2017-11-15 2017-09-30 13F MERCK COM 58933Y105 9,163 4,331 89.63 587 89.35 0.0678
2017-08-17 2017-06-30 13F MERCK COM 58933Y105 4,832 -66 -1.35 310 -0.32 0.0380
2017-05-15 2017-03-31 13F MERCK COM 58933Y105 4,898 -817 -14.30 311 -7.44 0.0429
2017-02-15 2016-12-31 13F MERCK COM 58933Y105 5,715 981 20.72 336 13.90 0.0491
2016-11-14 2016-09-30 13F MERCK COM 58933Y105 4,734 -130 -2.67 295 5.36 0.0461
2016-08-15 2016-06-30 13F MERCK COM 58933Y105 4,864 -1,831 -27.35 280 -20.90 0.0446
2016-05-16 2016-03-31 13F MERCK & CO INC COM 58933Y105 6,695 -781 -10.45 354 -10.38 0.0543
2016-02-16 2015-12-31 13F MERCK & CO INC COM 58933Y105 7,476 1,293 20.91 395 29.51 0.0664
2015-11-17 2015-09-30 13F MERCK & CO INC COM 58933Y105 6,183 -211 -3.30 305 -16.21 0.0581
2015-08-14 2015-06-30 13F Merck Common 58933Y105 6,394 418 6.99 364 6.12 0.0682
2015-05-15 2015-03-31 13F Merck Common 58933Y105 5,976 -196 -3.18 343 -2.28 0.0646
2015-02-17 2014-12-31 13F Merck Common 58933Y105 6,172 333 5.70 351 1.45 0.0578
2014-11-12 2014-09-30 13F Merck Common 58933Y105 5,839 575 10.92 346 13.82 0.0560
2014-07-25 2014-06-30 13F Merck Common 58933Y105 5,264 348 7.08 304 8.96 0.0706
2014-05-15 2014-03-31 13F Merck&Co Common 58933Y105 4,916 4,916 -6.61 279 -8.22 0.0763
2013-11-14 2013-09-30 13F Merck Common 58933Y105 0 -4,307 -100.00 0 -100.00
2013-08-14 2013-06-30 13F Merck Common 58933Y105 4,307 4,307 200 0.0722
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.