Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership4,584 shares
Latest Disclosed Value $ 551,409
Paulson Wealth Management Inc. reports 51.56% decrease in ownership of MRK / Merck & Co., Inc.

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 4,584 shares of Merck & Co., Inc. (MX:MRK) valued at $551,409 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,464 shares of Merck & Co., Inc.. This represents a change in shares of -51.56% 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)
2026-05-08 2026-03-31 13F MERCK COM 58933Y105 4,584 -4,880 -51.56 551 -44.68 0.1292
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 9,464 -261 -2.68 996 22.06 0.2301
2025-11-03 2025-09-30 13F MERCK COM 58933Y105 9,725 -967 -9.04 816 -3.55 0.1930
2025-08-06 2025-06-30 13F MERCK COM 58933Y105 10,692 5,725 115.26 846 90.11 0.2191
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 4,967 -142 -2.78 446 -12.40 0.1255
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 5,109 -1,214 -19.20 508 -29.25 0.1387
2024-11-05 2024-09-30 13F MERCK COM 58933Y105 6,323 -79 -1.23 718 -9.34 0.1921
2024-07-25 2024-06-30 13F MERCK COM 58933Y105 6,402 -175 -2.66 793 -8.65 0.2313
2024-05-03 2024-03-31 13F MERCK COM 58933Y105 6,577 -88 -1.32 868 19.42 0.2552
2024-02-13 2023-12-31 13F MERCK COM 58933Y105 6,665 -929 -12.23 727 -7.04 0.2328
2023-11-01 2023-09-30 13F MERCK COM 58933Y105 7,594 -146 -1.89 782 -12.54 0.2734
2023-08-01 2023-06-30 13F MERCK COM 58933Y105 7,740 1,398 22.04 893 32.49 0.3050
2023-05-09 2023-03-31 13F MERCK COM 58933Y105 6,342 222 3.63 675 -0.74 0.3000
2023-01-26 2022-12-31 13F MERCK COM 58933Y105 6,120 -156 -2.49 679 25.51 0.3314
2022-11-03 2022-09-30 13F MERCK COM 58933Y105 6,276 -236 -3.62 541 -8.92 0.2913
2022-08-05 2022-06-30 13F MERCK COM 58933Y105 6,512 368 5.99 594 17.86 0.3129
2022-05-02 2022-03-31 13F MERCK COM 58933Y105 6,144 115 1.91 504 9.09 0.2299
2022-01-28 2021-12-31 13F MERCK COM 58933Y105 6,029 -312 -4.92 462 -2.94 0.2064
2021-10-22 2021-09-30 13F MERCK COM 58933Y105 6,341 -154 -2.37 476 -5.74 0.2261
2021-07-26 2021-06-30 13F MERCK COM 58933Y105 6,495 -22 -0.34 505 1.00 0.2443
2021-04-30 2021-03-31 13F MERCK & CO. COM 58933Y105 6,517 783 13.66 500 6.61 0.2484
2021-02-05 2020-12-31 13F MERCK & CO. COM 58933Y105 5,734 653 12.85 469 11.40 0.2732
2020-10-14 2020-09-30 13F MERCK & CO. COM 58933Y105 5,081 281 5.85 421 13.48 0.2719
2020-07-17 2020-06-30 13F MERCK & CO. COM 58933Y105 4,800 1,024 27.12 371 19.68 0.2598
2020-04-29 2020-03-31 13F MERCK & CO. COM 58933Y105 3,776 866 29.76 310 16.98 0.2377
2020-01-21 2019-12-31 13F MERCK COM 58933Y105 2,910 -1,031 -26.16 265 -20.18 0.1872
2019-10-30 2019-09-30 13F MERCK COM 58933Y105 3,941 -397 -9.15 332 -6.74 0.2501
2019-07-30 2019-06-30 13F MERCK COM 58933Y105 4,338 -647 -12.98 356 -14.22 0.2653
2019-04-24 2019-03-31 13F MERCK COM 58933Y105 4,985 0 0.00 415 9.79 0.3147
2019-01-23 2018-12-31 13F MERCK COM 58933Y105 4,985 815 19.54 378 26.00 0.3120
2018-10-26 2018-09-30 13F MERCK COM 58933Y105 4,170 -41 -0.97 300 17.19 0.2691
2018-08-01 2018-06-30 13F MERCK COM 58933Y105 4,211 32 0.77 256 12.28 0.2528
2018-05-02 2018-03-31 13F MERCK COM 58933Y105 4,179 175 4.37 228 1.33 0.2269
2018-02-28 2017-12-31 13F MERCK COM 58933Y105 4,004 4,004 225 0.1975
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.