Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionFortis Advisors, LLC
Latest Disclosed Ownership2,083 shares
Latest Disclosed Value $ 250,564
Fortis Advisors, LLC ownership in MRK / Merck & Co., Inc.

On May 14, 2026 - Fortis Advisors, LLC filed a 13F-HR form disclosing ownership of 2,083 shares of Merck & Co., Inc. (MX:MRK) valued at $250,564 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,083 shares of Merck & Co., Inc.. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F MERCK COM 58933Y105 2,083 0 0.00 251 14.16 0.1255
2026-02-10 2025-12-31 13F MERCK COM 58933Y105 2,083 2,083 219 0.1189
2025-04-17 2025-03-31 13F MERCK COM 58933Y105 0 -2,083 -100.00 0 -100.00
2025-01-14 2024-12-31 13F MERCK COM 58933Y105 2,083 0 0.00 207 -12.29 0.1360
2024-11-07 2024-09-30 13F MERCK COM 58933Y105 2,083 0 0.00 237 -8.17 0.1534
2024-12-05 2024-06-30 13F/A-1 MERCK & CO INC COM Stock 58933Y105 2,083 0 0.00 258 -6.20 0.1817
2024-08-08 2024-06-30 13F MERCK & CO INC COM Stock 58933Y105 2,083 0 258 0.1713
2024-12-05 2024-03-31 13F/A-1 MERCK & CO INC COM Stock 58933Y105 2,083 -1,217 -36.88 275 -23.68 0.1840
2024-05-13 2024-03-31 13F MERCK & CO INC COM Stock 58933Y105 2,083 -1,217 275 0.1741
2024-12-05 2023-12-31 13F/A-1 MERCK & CO INC COM Stock 58933Y105 3,300 0 0.00 360 5.90 0.2566
2024-02-13 2023-12-31 13F MERCK & CO INC COM Stock 58933Y105 3,300 0 360 0.2441
2024-12-05 2023-09-30 13F/A-1 MERCK & CO INC COM Stock 58933Y105 3,300 0 0.00 340 -10.79 0.2555
2023-11-13 2023-09-30 13F MERCK & CO INC COM Stock 58933Y105 3,300 0 340 0.2405
2024-12-04 2023-06-30 13F/A-1 MERCK & CO INC COM Stock 58933Y105 3,300 -700 -17.50 381 -10.59 0.2724
2023-08-14 2023-06-30 13F MERCK & CO INC COM Stock 58933Y105 3,300 -700 381 0.2558
2023-05-09 2023-03-31 13F MERCK & CO INC COM Stock 58933Y105 4,000 0 0.00 426 -4.06 0.2781
2023-02-14 2022-12-31 13F MERCK & CO INC COM Stock 58933Y105 4,000 0 0.00 444 28.78 0.3380
2022-11-10 2022-09-30 13F MERCK & CO INC COM Stock 58933Y105 4,000 -412 -9.34 344 -14.43 0.2456
2022-08-15 2022-06-30 13F MERCK & CO INC COM Stock 58933Y105 4,412 93 2.15 402 13.56 0.2664
2022-05-16 2022-03-31 13F MERCK & CO INC COM Stock 58933Y105 4,319 0 0.00 354 6.95 0.1942
2022-02-14 2021-12-31 13F MERCK & CO INC COM Stock 58933Y105 4,319 0 0.00 331 2.16 0.1921
2021-11-23 2021-09-30 13F/A-1 MERCK & CO INC COM Stock 58933Y105 4,319 236 5.78 324 1.89 0.1980
2021-11-12 2021-09-30 13F MERCK & CO INC COM Stock 58933Y105 148,263 144,180 468 0.2571
2021-08-16 2021-06-30 13F MERCK & CO INC COM Stock 58933Y105 4,083 -740 -15.34 318 -14.52 0.1837
2021-05-13 2021-03-31 13F MERCK & CO. INC COM Stock 58933Y105 4,823 1,823 60.77 372 51.84 0.2645
2021-02-11 2020-12-31 13F MERCK & CO. INC COM Stock 58933Y105 3,000 0 0.00 245 -1.61 0.2161
2020-11-13 2020-09-30 13F MERCK & CO. INC COM Stock 58933Y105 3,000 -1,800 -37.50 249 -32.88 0.2324
2020-08-13 2020-06-30 13F MERCK & CO. INC COM Stock 58933Y105 4,800 -459 -8.73 371 -8.40 0.3676
2020-05-14 2020-03-31 13F MERCK & CO. INC COM Stock 58933Y105 5,259 23 0.44 405 -14.92 0.2713
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 5,236 0 0.00 476 7.69 0.2878
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 5,236 236 4.72 442 5.49 0.2077
2019-08-12 2019-06-30 13F MERCK COM 58933Y105 5,000 0 0.00 419 0.72 0.2034
2019-05-15 2019-03-31 13F MERCK COM 58933Y105 5,000 0 0.00 416 8.90 0.2182
2019-02-13 2018-12-31 13F MERCK COM 58933Y105 5,000 0 0.00 382 7.61 0.2314
2018-11-14 2018-09-30 13F MERCK COM 58933Y105 5,000 -100 -1.96 355 14.15 0.1994
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 5,100 0 0.00 311 11.47 0.1786
2018-05-11 2018-03-31 13F MERCK COM 58933Y105 5,100 0 0.00 279 -2.79 0.1538
2018-02-14 2017-12-31 13F MERCK COM 58933Y105 5,100 -100 -1.92 287 -13.81 0.1760
2017-11-14 2017-09-30 13F MERCK COM 58933Y105 5,200 0 0.00 333 -0.30 0.2307
2017-08-14 2017-06-30 13F MERCK COM 58933Y105 5,200 0 0.00 334 1.21 0.2595
2017-05-12 2017-03-31 13F MERCK COM 58933Y105 5,200 -189 -3.51 330 3.77 0.2992
2017-02-15 2016-12-31 13F MERCK COM 58933Y105 5,389 5,389 318 0.3397
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.