默克公司
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionJupiter Wealth Management LLC
Latest Disclosed Ownership13,800 shares
Latest Disclosed Value $ 1,565,610
Jupiter Wealth Management LLC ownership in MRK / Merck & Co., Inc.

On May 14, 2026 - Jupiter Wealth Management LLC filed a 13F-HR form disclosing ownership of 13,800 shares of Merck & Co., Inc. (MX:MRK) valued at $1,565,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,800 shares of Merck & Co., Inc.. This represents a change in shares of 0.00% 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 & Co Inc COM 58933Y105 13,800 0 0.00 1,566 -4.86 0.6188
2026-02-13 2025-12-31 13F Merck & Co Inc COM 58933Y105 13,800 0 0.00 1,646 42.06 0.7327
2025-11-14 2025-09-30 13F Merck & Co Inc COM 58933Y105 13,800 0 0.00 1,158 1.49 0.5473
2025-08-14 2025-06-30 13F Merck & Co Inc COM 58933Y105 13,800 0 0.00 1,141 7.14 0.5764
2025-05-20 2025-03-31 13F Merck & Co Inc COM 58933Y105 13,800 -3,500 -20.23 1,066 -38.12 0.6456
2025-02-20 2024-12-31 13F Merck & Co Inc COM 58933Y105 17,300 0 0.00 1,721 -12.37 0.8624
2024-11-04 2024-09-30 13F Merck & Co Inc COM 58933Y105 17,300 -200 -1.14 1,965 -0.76 1.0052
2024-08-12 2024-06-30 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 1,980 -12.70 1.0494
2024-05-09 2024-03-31 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 2,267 18.88 1.2000
2024-02-07 2023-12-31 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 1,908 7.50 1.1221
2023-11-13 2023-09-30 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 1,774 -12.13 1.1502
2023-08-15 2023-06-30 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 2,019 8.49 1.7340
2023-04-13 2023-03-31 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 1,862 186,000.00 1.7138
2023-02-14 2022-12-31 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 2 -99.93 1.8778
2022-11-14 2022-09-30 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 1,507 -5.52 1.5120
2022-08-15 2022-06-30 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 1,595 11.15 1.4534
2022-05-10 2022-03-31 13F Merck & Co Inc COM 58933Y105 17,500 0 0.00 1,435 7.01 0.8980
2022-02-09 2021-12-31 13F Merck & Co Inc COM 58933Y105 17,500 -3,500 -16.67 1,341 -23.98 0.6957
2021-11-17 2021-09-30 13F Merck & Co Inc COM 58933Y105 21,000 -9,500 -31.15 1,764 -23.30 0.8318
2021-08-09 2021-06-30 13F Merck & Co Inc COM 58933Y105 30,500 15,400 101.99 2,300 106.83 1.1012
2021-04-30 2021-03-31 13F Merck & Co Inc COM 58933Y105 15,100 13,500 843.75 1,112 748.85 0.5617
2021-02-12 2020-12-31 13F Merck & Co Inc COM 58933Y105 1,600 0 0.00 131 -1.50 0.0802
2020-11-19 2020-09-30 13F Merck & Co Inc COM 58933Y105 1,600 -5,000 -75.76 133 -74.62 0.0938
2020-08-17 2020-06-30 13F MERCK & CO. COM 58933Y105 6,600 0 0.00 524 2.14 0.2622
2020-05-04 2020-03-31 13F MERCK & CO. COM 58933Y105 6,600 0 0.00 513 -13.64 0.2987
2020-01-17 2019-12-31 13F MERCK COM 58933Y105 6,600 0 0.00 594 6.83 0.2873
2019-10-31 2019-09-30 13F MERCK COM 58933Y105 6,600 0 0.00 556 2.77 0.2970
2019-08-02 2019-06-30 13F MERCK COM 58933Y105 6,600 0 0.00 541 12.01 0.2680
2019-04-22 2019-03-31 13F MERCK COM 58933Y105 6,600 6,600 483 0.2326
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.