Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership3,771 shares
Latest Disclosed Value $ 453,586
Gradient Investments LLC reports 0.48% decrease in ownership of MRK / Merck & Co., Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 3,771 shares of Merck & Co., Inc. (MX:MRK) valued at $453,586 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 3,789 shares of Merck & Co., Inc.. This represents a change in shares of -0.48% 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)
2026-04-13 2026-03-31 13F MERCK COM 58933Y105 3,771 -18 -0.48 454 13.82 0.0070
2026-01-08 2025-12-31 13F MERCK COM 58933Y105 3,789 -371 -8.92 399 14.04 0.0063
2025-10-06 2025-09-30 13F MERCK COM 58933Y105 4,160 -474 -10.23 349 -4.64 0.0058
2025-07-08 2025-06-30 13F MERCK COM 58933Y105 4,634 403 9.52 367 -3.43 0.0067
2025-04-09 2025-03-31 13F MERCK COM 58933Y105 4,231 100 2.42 380 -7.56 0.0077
2025-01-21 2024-12-31 13F MERCK COM 58933Y105 4,131 -289 -6.54 411 -18.16 0.0083
2024-10-15 2024-09-30 13F MERCK COM 58933Y105 4,420 -1,191 -21.23 502 -27.81 0.0105
2024-07-18 2024-06-30 13F MERCK COM 58933Y105 5,611 1,634 41.09 695 32.44 0.0156
2024-04-23 2024-03-31 13F MERCK COM 58933Y105 3,977 -3,539 -47.09 525 -36.02 0.0122
2024-01-18 2023-12-31 13F MERCK COM 58933Y105 7,516 -85 -1.12 819 4.73 0.0198
2023-10-27 2023-09-30 13F MERCK COM 58933Y105 7,601 -1,023 -11.86 782 -21.41 0.0207
2023-07-11 2023-06-30 13F MERCK COM 58933Y105 8,624 303 3.64 995 12.43 0.0256
2023-04-17 2023-03-31 13F MERCK COM 58933Y105 8,321 -241 -2.81 885 -6.74 0.0241
2023-01-10 2022-12-31 13F MERCK COM 58933Y105 8,562 -1,540 -15.24 950 9.08 0.0299
2022-10-14 2022-09-30 13F MERCK COM 58933Y105 10,102 177 1.78 870 -3.87 0.0266
2022-07-11 2022-06-30 13F MERCK COM 58933Y105 9,925 123 1.25 905 12.56 0.0264
2022-05-26 2022-03-31 13F MERCK COM 58933Y105 9,802 -27,315 -73.59 804 -71.74 0.0207
2022-01-12 2021-12-31 13F MERCK COM 58933Y105 37,117 -122,083 -76.69 2,845 -76.21 0.0721
2021-10-18 2021-09-30 13F MERCK COM 58933Y105 159,200 7,624 5.03 11,958 1.44 0.3350
2021-07-12 2021-06-30 13F MERCK COM 58933Y105 151,576 8,762 6.14 11,788 7.07 0.3449
2021-04-21 2021-03-31 13F MERCK & CO. COM 58933Y105 142,814 -22,730 -13.73 11,010 -19.82 0.3580
2021-01-08 2020-12-31 13F MERCK & CO. COM 58933Y105 165,544 -1,786 -1.07 13,732 -1.07 0.5828
2020-10-06 2020-09-30 13F MERCK & CO. COM 58933Y105 167,330 16,452 10.90 13,880 18.97 0.5830
2020-07-10 2020-06-30 13F MERCK & CO. COM 58933Y105 150,878 505 0.34 11,667 0.84 0.5320
2020-04-07 2020-03-31 13F MERCK & CO. COM 58933Y105 150,373 12,429 9.01 11,570 -7.78 0.6234
2020-01-15 2019-12-31 13F MERCK COM 58933Y105 137,944 6,247 4.74 12,546 13.17 0.5587
2019-10-10 2019-09-30 13F MERCK COM 58933Y105 131,697 109,280 487.49 11,086 489.68 0.5430
2019-07-16 2019-06-30 13F MERCK COM 58933Y105 22,417 14,572 185.75 1,880 188.34 0.0965
2019-04-11 2019-03-31 13F MERCK COM 58933Y105 7,845 -119,382 -93.83 652 -93.29 0.0422
2019-01-18 2018-12-31 13F MERCK COM 58933Y105 127,227 -26,797 -17.40 9,721 -11.03 0.5833
2018-10-11 2018-09-30 13F MERCK COM 58933Y105 154,024 -2,364 -1.51 10,926 15.10 0.5603
2018-08-09 2018-06-30 13F MERCK COM 58933Y105 156,388 5,878 3.91 9,493 15.80 0.5070
2018-04-10 2018-03-31 13F MERCK COM 58933Y105 150,510 146,540 3,691.18 8,198 3,576.23 0.4438
2018-02-07 2017-12-31 13F MERCK COM 58933Y105 3,970 3,970 223 0.0129
2017-10-16 2017-09-30 13F MERCK COM 58933Y105 0 -2,710 -100.00 0 -100.00
2017-07-19 2017-06-30 13F MERCK COM 58933Y105 2,710 404 17.52 174 18.37 0.0122
2017-04-11 2017-03-31 13F MERCK COM 58933Y105 2,306 674 41.30 147 53.13 0.0112
2017-01-17 2016-12-31 13F MERCK COM 58933Y105 1,632 -441 -21.27 96 -25.58 0.0084
2016-10-11 2016-09-30 13F MERCK COM 58933Y105 2,073 -73,624 -97.26 129 -97.04 0.0127
2016-07-14 2016-06-30 13F MERCK COM 58933Y105 75,697 7,673 11.28 4,361 21.17 0.4721
2016-04-13 2016-03-31 13F MERCK & CO INC COM 58933Y105 68,024 2,411 3.67 3,599 3.84 0.4442
2016-01-19 2015-12-31 13F MERCK & CO INC COM 58933Y105 65,613 3,782 6.12 3,466 13.49 0.4622
2015-10-14 2015-09-30 13F MERCK & CO INC COM 58933Y105 61,831 -3,374 -5.17 3,054 -17.73 0.4334
2015-08-25 2015-06-30 13F MERCK & CO INC COM 58933Y105 65,205 3,604 5.85 3,712 4.83 0.5083
2015-04-10 2015-03-31 13F MERCK & CO INC COM 58933Y105 61,601 4,767 8.39 3,541 9.70 0.5292
2015-01-15 2014-12-31 13F MERCK & CO INC COM 58933Y105 56,834 6,618 13.18 3,228 8.43 0.5316
2014-10-14 2014-09-30 13F MERCK & CO INC COM 58933Y105 50,216 8,310 19.83 2,977 25.14 0.5382
2014-04-11 2014-03-31 13F MERCK & CO INC COM 58933Y105 41,906 3,621 9.46 2,379 24.16 0.5506
2014-01-13 2013-12-31 13F MERCK & CO INC COM 58933Y105 38,285 5,591 17.10 1,916 23.06 0.5096
2013-10-15 2013-09-30 13F MERCK & CO INC COM 58933Y105 32,694 5,262 19.18 1,557 22.21 0.4906
2013-07-19 2013-06-30 13F MERCK & CO INC COM 58933Y105 27,432 27,432 1,274 0.4784
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.