Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership18,864 shares
Latest Disclosed Value $ 2,269,182
Altfest L J & Co Inc reports 32.51% decrease in ownership of MRK / Merck & Co., Inc.

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 18,864 shares of Merck & Co., Inc. (MX:MRK) valued at $2,269,182 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 27,949 shares of Merck & Co., Inc.. This represents a change in shares of -32.51% 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 18,864 -9,085 -32.51 2,269 -22.85 0.2412
2026-01-23 2025-12-31 13F MERCK COM 58933Y105 27,949 712 2.61 2,942 28.65 0.3220
2025-10-21 2025-09-30 13F MERCK COM 58933Y105 27,237 5,815 27.14 2,286 34.87 0.2551
2025-08-08 2025-06-30 13F MERCK COM 58933Y105 21,422 -3,621 -14.46 1,696 -24.57 0.2000
2025-05-09 2025-03-31 13F MERCK COM 58933Y105 25,043 358 1.45 2,248 -8.47 0.2819
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 24,685 968 4.08 2,456 122,650.00 0.3132
2024-11-05 2024-09-30 13F MERCK COM 58933Y105 23,717 1,509 6.79 3 0.00 0.3585
2024-08-07 2024-06-30 13F MERCK COM 58933Y105 22,208 -84 -0.38 3 0.00 0.3756
2024-04-22 2024-03-31 13F MERCK COM 58933Y105 22,292 4,133 22.76 3 100.00 0.4164
2024-01-18 2023-12-31 13F MERCK COM 58933Y105 18,159 -729 -3.86 2 0.00 0.2871
2023-10-26 2023-09-30 13F MERCK COM 58933Y105 18,888 -320 -1.67 2 -50.00 0.3068
2023-08-09 2023-06-30 13F MERCK COM 58933Y105 19,208 -424 -2.16 2 0.00 0.3330
2023-04-20 2023-03-31 13F MERCK COM 58933Y105 19,632 -420 -2.09 2 0.00 0.3273
2023-02-02 2022-12-31 13F MERCK COM 58933Y105 20,052 -472 -2.30 2 -99.89 0.3686
2022-11-15 2022-09-30 13F MERCK COM 58933Y105 20,524 63 0.31 1,768 -5.20 0.3315
2022-08-04 2022-06-30 13F MERCK COM 58933Y105 20,461 0 0.00 1,865 11.08 0.3350
2022-05-02 2022-03-31 13F MERCK COM 58933Y105 20,461 -605 -2.87 1,679 3.96 0.2995
2022-01-24 2021-12-31 13F MERCK COM 58933Y105 21,066 -13,441 -38.95 1,615 -37.69 0.3081
2021-10-12 2021-09-30 13F MERCK COM 58933Y105 34,507 375 1.10 2,592 -2.34 0.5431
2021-07-28 2021-06-30 13F MERCK COM 58933Y105 34,132 3,924 12.99 2,654 13.95 0.5721
2021-05-07 2021-03-31 13F MERCK & CO. COM 58933Y105 30,208 6,982 30.06 2,329 22.58 0.5504
2021-01-21 2020-12-31 13F MERCK & CO. COM 58933Y105 23,226 4,353 23.06 1,900 21.33 0.4656
2020-10-29 2020-09-30 13F MERCK & CO. COM 58933Y105 18,873 -6,507 -25.64 1,566 -20.22 0.4163
2020-07-21 2020-06-30 13F MERCK & CO. COM 58933Y105 25,380 4,878 23.79 1,963 24.48 0.5650
2020-04-13 2020-03-31 13F MERCK & CO. COM 58933Y105 20,502 2,068 11.22 1,577 -5.96 0.4939
2020-01-06 2019-12-31 13F MERCK COM 58933Y105 18,434 -478 -2.53 1,677 5.34 0.4226
2019-10-10 2019-09-30 13F MERCK COM 58933Y105 18,912 -3,028 -13.80 1,592 -13.48 0.4105
2019-07-15 2019-06-30 13F MERCK COM 58933Y105 21,940 -688 -3.04 1,840 -2.23 0.4896
2019-06-10 2019-03-31 13F/A-2 MERCK COM 58933Y105 22,628 -674 -2.89 1,882 5.67 0.4582
2019-05-24 2019-03-31 13F/A-1 MERCK COM 58933Y105 23,002 374 1,758 0.4731
2019-04-05 2019-03-31 13F MERCK COM 58933Y105 40,714 17,412 1,764
2019-01-15 2018-12-31 13F MERCK COM 58933Y105 23,302 -851 -3.52 1,781 3.97 0.4974
2018-10-10 2018-09-30 13F MERCK COM 58933Y105 24,153 -989 -3.93 1,713 12.25 0.4986
2018-08-07 2018-06-30 13F MERCK COM 58933Y105 25,142 -17,711 -41.33 1,526 -34.62 0.5682
2018-05-09 2018-03-31 13F MERCK COM 58933Y105 42,853 11,124 35.06 2,334 30.76 1.0069
2018-02-12 2017-12-31 13F Merck COM 58933Y105 31,729 -11,242 -26.16 1,785 -35.11 0.6778
2017-10-23 2017-09-30 13F Merck COM 58933Y105 42,971 -993 -2.26 2,751 -2.38 1.3373
2017-07-21 2017-06-30 13F Merck COM 58933Y105 43,964 12,766 40.92 2,818 42.18 1.7012
2017-05-03 2017-03-31 13F Merck COM 58933Y105 31,198 -4,256 -12.00 1,982 -5.03 0.7872
2017-01-09 2016-12-31 13F Merck COM 58933Y105 35,454 -990 -2.72 2,087 -8.22 1.0425
2016-11-16 2016-09-30 13F Merck COM 58933Y105 36,444 -117 -0.32 2,274 7.98 1.5146
2016-11-16 2016-06-30 13F Merck COM 58933Y105 36,561 733 2.05 2,106 11.08 1.4671
2016-05-13 2016-03-31 13F Merck COM 58933Y105 35,828 -214 -0.59 1,896 -0.42 1.9517
2016-02-19 2015-12-31 13F Merck COM 58933Y105 36,042 -1,124 -3.02 1,904 3.70 1.8635
2015-10-14 2015-09-30 13F Merck COM 58933Y105 37,166 -1,102 -2.88 1,836 -15.74 1.8132
2015-07-17 2015-06-30 13F Merck COM 58933Y105 38,268 38,268 0.00 2,179 1.9979
2015-04-20 2015-03-31 13F Merck COM 58933Y105 0 -38,431 -100.00 0 -100.00
2015-02-23 2014-12-31 13F/A-1 Merck COM 58933Y105 38,431 -2,765 -6.71 2,182 5.82 1.7846
2015-02-11 2014-12-31 13F Merck COM 58933Y105 38,431 2,182
2014-02-14 2013-12-31 13F MERCK & CO INC COM 58933Y105 41,196 41,196 2,062 1.7552
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.