Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionFundamentun, Llc
Latest Disclosed Ownership144,783 shares
Latest Disclosed Value $ 17,416,001
Fundamentun, Llc reports 7.02% increase in ownership of 6MK / Merck & Co., Inc.

On April 28, 2026 - Fundamentun, Llc filed a 13F-HR form disclosing ownership of 144,783 shares of Merck & Co., Inc. (BG:6MK) valued at $17,416,001 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 135,281 shares of Merck & Co., Inc.. This represents a change in shares of 7.02% 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)
2026-04-28 2026-03-31 13F MERCK COM 58933Y105 144,783 9,502 7.02 17,416 22.31 0.6984
2026-01-20 2025-12-31 13F MERCK COM 58933Y105 135,281 6,952 5.42 14,240 32.21 0.5707
2025-11-06 2025-09-30 13F MERCK COM 58933Y105 128,329 8,090 6.73 10,771 13.15 0.4445
2025-07-29 2025-06-30 13F MERCK COM 58933Y105 120,239 8,237 7.35 9,518 -5.32 0.4359
2025-04-30 2025-03-31 13F MERCK COM 58933Y105 112,002 66,737 147.44 10,053 123.25 0.5357
2025-01-27 2024-12-31 13F MERCK COM 58933Y105 45,265 -35,216 -43.76 4,503 -50.73 0.2707
2024-10-17 2024-09-30 13F MERCK COM 58933Y105 80,481 25,362 46.01 9,139 33.94 0.6381
2024-07-24 2024-06-30 13F MERCK COM 58933Y105 55,119 16,999 44.59 6,824 35.65 0.5651
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 38,120 19,126 100.69 5,030 143.00 0.4909
2024-01-24 2023-12-31 13F MERCK COM 58933Y105 18,994 47 0.25 2,071 6.15 0.2451
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 18,947 1,100 6.16 1,951 -5.29 0.2916
2023-07-18 2023-06-30 13F MERCK COM 58933Y105 17,847 1,868 11.69 2,059 21.12 0.3161
2023-05-01 2023-03-31 13F MERCK COM 58933Y105 15,979 9,509 146.97 1,700 137.10 0.2860
2023-01-19 2022-12-31 13F MERCK COM 58933Y105 6,470 -186 -2.79 718 25.13 0.1282
2022-10-24 2022-09-30 13F MERCK COM 58933Y105 6,656 2,939 79.07 573 69.03 0.1158
2022-09-06 2022-06-30 13F MERCK COM 58933Y105 3,717 223 6.38 339 18.12 0.0642
2022-04-26 2022-03-31 13F MERCK COM 58933Y105 3,494 191 5.78 287 13.44 0.0477
2022-01-14 2021-12-31 13F MERCK COM 58933Y105 3,303 -4,797 -59.22 253 -58.39 0.0399
2021-10-19 2021-09-30 13F MERCK COM 58933Y105 8,100 -34,153 -80.83 608 -81.50 0.1057
2021-07-19 2021-06-30 13F MERCK COM 58933Y105 42,253 -2,717 -6.04 3,286 -5.22 0.9048
2021-04-27 2021-03-31 13F MERCK & CO. COM 58933Y105 44,970 -2,265 -4.80 3,467 -10.27 1.0963
2021-01-29 2020-12-31 13F MERCK & CO. COM 58933Y105 47,235 8,743 22.71 3,864 21.01 1.2154
2020-10-29 2020-09-30 13F MERCK & CO. COM 58933Y105 38,492 5,150 15.45 3,193 23.86 1.1593
2020-07-28 2020-06-30 13F MERCK & CO. COM 58933Y105 33,342 6,056 22.19 2,578 22.82 1.0899
2020-05-04 2020-03-31 13F MERCK & CO. COM 58933Y105 27,286 11,927 77.65 2,099 50.25 1.1174
2020-01-29 2019-12-31 13F MERCK COM 58933Y105 15,359 1,071 7.50 1,397 16.13 0.6479
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 14,288 1,390 10.78 1,203 11.29 0.6819
2019-08-06 2019-06-30 13F MERCK COM 58933Y105 12,898 1,799 16.21 1,081 17.12 0.6824
2019-05-07 2019-03-31 13F MERCK COM 58933Y105 11,099 11,099 923 0.7281
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.