Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionSummit Financial, LLC
Latest Disclosed Ownership148,433 shares
Latest Disclosed Value $ 17,978,583
Summit Financial, LLC reports 7.76% increase in ownership of 6MK / Merck & Co., Inc.

On May 15, 2026 - Summit Financial, LLC filed a 13F-HR form disclosing ownership of 148,433 shares of Merck & Co., Inc. (BG:6MK) valued at $17,978,583 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 137,745 shares of Merck & Co., Inc.. This represents a change in shares of 7.76% 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)
2026-05-15 2026-03-31 13F MERCK COM 58933Y105 148,433 10,688 7.76 17,979 23.01 0.2290
2026-02-12 2025-12-31 13F MERCK COM 58933Y105 137,745 17,528 14.58 14,615 44.86 0.2147
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 120,217 1,688 1.42 10,090 6.45 0.1540
2025-08-13 2025-06-30 13F MERCK Common stock 58933Y105 118,529 18,356 18.32 9,478 5.42 0.2142
2025-05-14 2025-03-31 13F MERCK Common stock 58933Y105 100,173 -1,926 -1.89 8,992 -12.10 0.2520
2025-02-12 2024-12-31 13F MERCK Common Stock 58933Y105 102,099 25,997 34.16 10,229 17.60 0.3586
2024-11-12 2024-09-30 13F MERCK Common Stock 58933Y105 76,102 34,986 85.09 8,698 69.88 0.3407
2024-07-31 2024-06-30 13F MERCK & CO INCCOM Common Stock 58933Y105 41,116 15,722 61.91 5,120 51.97 0.2339
2024-04-24 2024-03-31 13F MERCK & CO INCCOM Common Stock 58933Y105 25,394 3,012 13.46 3,370 37.23 0.1996
2024-02-06 2023-12-31 13F MERCK & CO INCCOM Common Stock 58933Y105 22,382 2,898 14.87 2,456 21.59 0.1605
2023-11-07 2023-09-30 13F MERCK & CO INCCOM Common Stock 58933Y105 19,484 10,702 121.86 2,020 98.53 0.1492
2023-08-11 2023-06-30 13F MERCK & CO INCCOM Common Stock 58933Y105 8,782 3,155 56.07 1,018 68.94 0.0742
2023-05-03 2023-03-31 13F MERCK & CO INCCOM Common Stock 58933Y105 5,627 -247 -4.20 603 -7.53 0.0527
2023-02-07 2022-12-31 13F MERCK & CO INCCOM Common Stock 58933Y105 5,874 -85 -1.43 652 25.92 0.0613
2022-11-15 2022-09-30 13F MERCK & CO INCCOM Common Stock 58933Y105 5,959 2,880 93.54 517 83.33 0.0490
2022-08-12 2022-06-30 13F MERCK & CO INCCOM Common Stock 58933Y105 3,079 -11,393 -78.72 283 -76.44 0.0265
2022-05-10 2022-03-31 13F MERCK & CO INCCOM Common Stock 58933Y105 14,472 2,227 18.19 1,197 26.40 0.0934
2022-02-07 2021-12-31 13F MERCK & CO INCCOM Common Stock 58933Y105 12,245 96 0.79 947 2.93 0.0722
2021-11-08 2021-09-30 13F MERCK & CO INCCOM Common Stock 58933Y105 12,149 -1,226 -9.17 920 -12.30 0.0790
2021-08-06 2021-06-30 13F MERCK & CO INCCOM Common Stock 58933Y105 13,375 13,375 1,050 0.1040
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.