Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionValmark Advisers, Inc.
Latest Disclosed Ownership28,341 shares
Latest Disclosed Value $ 3,409,091
Valmark Advisers, Inc. reports 4.12% increase in ownership of 6MK / Merck & Co., Inc.

On May 1, 2026 - Valmark Advisers, Inc. filed a 13F-HR form disclosing ownership of 28,341 shares of Merck & Co., Inc. (BG:6MK) valued at $3,409,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 27,219 shares of Merck & Co., Inc.. This represents a change in shares of 4.12% 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)
2026-05-01 2026-03-31 13F MERCK COM 58933Y105 28,341 1,122 4.12 3,409 18.99 0.0405
2026-01-26 2025-12-31 13F MERCK COM 58933Y105 27,219 -453 -1.64 2,865 23.39 0.0353
2025-10-24 2025-09-30 13F MERCK COM 58933Y105 27,672 1,002 3.76 2,322 10.00 0.0300
2025-07-23 2025-06-30 13F MERCK COM 58933Y105 26,670 -305 -1.13 2,111 -12.80 0.0294
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 26,975 -356 -1.30 2,421 -10.93 0.0365
2025-01-30 2024-12-31 13F MERCK COM 58933Y105 27,331 2,760 11.23 2,719 -2.58 0.0421
2024-10-25 2024-09-30 13F MERCK COM 58933Y105 24,571 425 1.76 2,790 -6.66 0.0436
2024-08-01 2024-06-30 13F MERCK COM 58933Y105 24,146 518 2.19 2,989 -4.11 0.0507
2024-05-06 2024-03-31 13F MERCK COM 58933Y105 23,628 986 4.35 3,118 26.30 0.0542
2024-02-02 2023-12-31 13F MERCK COM 58933Y105 22,642 26 0.11 2,468 6.01 0.0462
2023-11-08 2023-09-30 13F MERCK COM 58933Y105 22,616 -397 -1.73 2,328 -12.32 0.0483
2023-08-03 2023-06-30 13F MERCK COM 58933Y105 23,013 151 0.66 2,655 9.17 0.0540
2023-05-02 2023-03-31 13F MERCK COM 58933Y105 22,862 250 1.11 2,432 -3.03 0.0524
2023-02-07 2022-12-31 13F MERCK COM 58933Y105 22,612 1,248 5.84 2,509 36.30 0.0579
2022-11-03 2022-09-30 13F MERCK COM 58933Y105 21,364 -100 -0.47 1,840 -5.98 0.0370
2022-08-01 2022-06-30 13F MERCK COM 58933Y105 21,464 1,749 8.87 1,957 20.95 0.0380
2022-05-10 2022-03-31 13F MERCK COM 58933Y105 19,715 -875 -4.25 1,618 2.53 0.0285
2022-02-02 2021-12-31 13F MERCK COM 58933Y105 20,590 1,012 5.17 1,578 7.35 0.0272
2021-11-09 2021-09-30 13F MERCK COM 58933Y105 19,578 -399 -2.00 1,470 -5.41 0.0269
2021-08-06 2021-06-30 13F MERCK COM 58933Y105 19,977 305 1.55 1,554 2.44 0.0285
2021-05-04 2021-03-31 13F MERCK & CO. COM 58933Y105 19,672 1,774 9.91 1,517 3.62 0.0292
2021-02-03 2020-12-31 13F MERCK & CO. COM 58933Y105 17,898 9,497 113.05 1,464 110.04 0.0298
2020-11-09 2020-09-30 13F MERCK & CO. COM 58933Y105 8,401 204 2.49 697 9.94 0.0158
2020-07-31 2020-06-30 13F MERCK & CO. COM 58933Y105 8,197 -440 -5.09 634 -4.66 0.0149
2020-05-01 2020-03-31 13F MERCK & CO. COM 58933Y105 8,637 152 1.79 665 -13.86 0.0174
2020-01-31 2019-12-31 13F MERCK COM 58933Y105 8,485 -303 -3.45 772 4.32 0.0168
2019-11-06 2019-09-30 13F MERCK COM 58933Y105 8,788 161 1.87 740 2.35 0.0164
2019-08-07 2019-06-30 13F MERCK COM 58933Y105 8,627 -270 -3.03 723 -2.30 0.0159
2019-05-10 2019-03-31 13F MERCK COM 58933Y105 8,897 -290 -3.16 740 5.41 0.0165
2019-02-07 2018-12-31 13F MERCK COM 58933Y105 9,187 33 0.36 702 8.17 0.0168
2018-11-02 2018-09-30 13F MERCK COM 58933Y105 9,154 3 0.03 649 16.94 0.0142
2018-08-07 2018-06-30 13F MERCK COM 58933Y105 9,151 -163 -1.75 555 9.47 0.0123
2018-05-07 2018-03-31 13F MERCK COM 58933Y105 9,314 -559 -5.66 507 -8.81 0.0111
2018-02-09 2017-12-31 13F MERCK COM 58933Y105 9,873 9,873 556 0.0119
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.