Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership13,335 shares
Latest Disclosed Value $ 1,619,107
Plancorp, LLC reports 5.25% increase in ownership of 6MK / Merck & Co., Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 13,335 shares of Merck & Co., Inc. (BG:6MK) valued at $1,619,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 12,670 shares of Merck & Co., Inc.. This represents a change in shares of 5.25% 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)
2026-04-14 2026-03-31 13F MERCK COM 58933Y105 13,335 665 5.25 1,619 21.46 0.0460
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 12,670 -253 -1.96 1,334 22.97 0.0403
2025-10-15 2025-09-30 13F MERCK COM 58933Y105 12,923 -1,321 -9.27 1,085 -3.82 0.0340
2025-07-16 2025-06-30 13F MERCK COM 58933Y105 14,244 -13,510 -48.68 1,128 -54.76 0.0391
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 27,754 5 0.02 2,491 -9.75 0.0987
2025-02-11 2024-12-31 13F MERCK COM 58933Y105 27,749 5,951 27.30 2,760 11.52 0.1134
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 21,798 -134 -0.61 2,475 -8.84 0.1010
2024-08-09 2024-06-30 13F MERCK COM 58933Y105 21,932 1,226 5.92 2,715 -0.62 0.1177
2024-05-15 2024-03-31 13F MERCK COM 58933Y105 20,706 115 0.56 2,732 21.75 0.1186
2024-02-09 2023-12-31 13F MERCK COM 58933Y105 20,591 72 0.35 2,245 6.25 0.1076
2023-11-08 2023-09-30 13F MERCK COM 58933Y105 20,519 273 1.35 2,112 -9.59 0.1130
2023-07-26 2023-06-30 13F MERCK COM 58933Y105 20,246 102 0.51 2,336 9.01 0.1260
2023-05-11 2023-03-31 13F MERCK COM 58933Y105 20,144 61 0.30 2,143 -3.82 0.1205
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 20,083 -666 -3.21 2,228 24.68 0.1314
2022-11-10 2022-09-30 13F MERCK COM 58933Y105 20,749 -480 -2.26 1,787 -7.65 0.1192
2022-08-04 2022-06-30 13F MERCK COM 58933Y105 21,229 -97 -0.45 1,935 10.57 0.1219
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 21,326 8,272 63.37 1,750 75.00 0.1138
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 13,054 209 1.63 1,000 3.63 0.0634
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 12,845 165 1.30 965 -2.13 0.0667
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 12,680 -171 -1.33 986 -0.50 0.0774
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 12,851 -657 -4.86 991 -10.32 0.2183
2021-02-09 2020-12-31 13F MERCK & CO. COM 58933Y105 13,508 985 7.87 1,105 6.35 0.2723
2020-11-16 2020-09-30 13F MERCK & CO. COM 58933Y105 12,523 -547 -4.19 1,039 2.77 0.3154
2020-08-11 2020-06-30 13F MERCK & CO. COM 58933Y105 13,070 339 2.66 1,011 3.16 0.3046
2020-05-14 2020-03-31 13F MERCK & CO. COM 58933Y105 12,731 212 1.69 980 -13.96 0.3793
2020-02-03 2019-12-31 13F MERCK COM 58933Y105 12,519 841 7.20 1,139 15.87 0.3490
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 11,678 -17 -0.15 983 0.20 0.3751
2019-08-13 2019-06-30 13F MERCK COM 58933Y105 11,695 -7,023 -37.52 981 -36.99 0.3885
2019-05-14 2019-03-31 13F MERCK COM 58933Y105 18,718 936 5.26 1,557 14.57 0.5897
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 17,782 -317 -1.75 1,359 5.84 0.6167
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 18,099 -1,831 -9.19 1,284 6.12 0.5054
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 19,930 -700 -3.39 1,210 7.84 0.4834
2018-04-16 2018-03-31 13F MERCK COM 58933Y105 20,630 -530 -2.50 1,122 -5.71 0.3587
2018-01-19 2017-12-31 13F MERCK COM 58933Y105 21,160 -678 -3.10 1,190 -15.00 0.3882
2017-10-11 2017-09-30 13F MERCK COM 58933Y105 21,838 -1,997 -8.38 1,400 -8.44 0.4136
2017-07-25 2017-06-30 13F MERCK COM 58933Y105 23,835 -757 -3.08 1,529 -2.24 0.4542
2017-05-12 2017-03-31 13F MERCK COM 58933Y105 24,592 837 3.52 1,564 11.79 0.4564
2017-02-14 2016-12-31 13F MERCK COM 58933Y105 23,755 -680 -2.78 1,399 -8.26 0.3984
2016-11-08 2016-09-30 13F MERCK COM 58933Y105 24,435 24,435 0.00 1,525 0.9695
2016-05-16 2016-03-31 13F MERCK & CO INC COM 58933Y105 0 -7,000 -100.00 0 -100.00
2016-02-09 2015-12-31 13F MERCK & CO INC COM 58933Y105 7,000 0 0.00 370 6.94 0.4420
2015-11-13 2015-09-30 13F MERCK & CO INC COM 58933Y105 7,000 7,000 0.00 346 0.3136
2015-08-14 2015-06-30 13F MERCK & CO INC COM 58933Y105 0 -7,640 -100.00 0 -100.00
2015-05-14 2015-03-31 13F MERCK & CO INC COM 58933Y105 7,640 7,640 0.00 439 0.4369
2015-02-06 2014-12-31 13F MERCK & CO INC COM 58933Y105 0 -15,297 -100.00 0 -100.00
2014-11-12 2014-09-30 13F MERCK & CO INC COM 58933Y105 15,297 -2,060 -11.87 909 -7.81 0.9555
2014-05-08 2014-03-31 13F MERCK & CO INC COM 58933Y105 17,357 2,472 16.61 986 32.35 0.6693
2014-02-11 2013-12-31 13F MERCK & CO INC COM 58933Y105 14,885 14,885 745 0.6535
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.