Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLexAurum Advisors, LLC
Latest Disclosed Ownership13,205 shares
Latest Disclosed Value $ 1,588,372
LexAurum Advisors, LLC reports 5.45% increase in ownership of MRK / Merck & Co., Inc.

On April 13, 2026 - LexAurum Advisors, LLC filed a 13F-HR form disclosing ownership of 13,205 shares of Merck & Co., Inc. (MX:MRK) valued at $1,588,372 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 6, 2025 disclosing 12,522 shares of Merck & Co., Inc.. This represents a change in shares of 5.45% 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.

Upgrade to unlock premium data and export to Excel .

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 13,205 683 5.45 1,588 51.24 0.2060
2025-11-06 2025-09-30 13F MERCK COM 58933Y105 12,522 1,001 8.69 1,051 15.26 0.1491
2025-07-17 2025-06-30 13F MERCK COM 58933Y105 11,521 12 0.10 912 -11.81 0.1440
2025-04-14 2025-03-31 13F MERCK COM 58933Y105 11,509 9 0.08 1,033 -9.70 0.1979
2025-01-21 2024-12-31 13F MERCK COM 58933Y105 11,500 450 4.07 1,144 -8.77 0.2267
2024-10-17 2024-09-30 13F MERCK COM 58933Y105 11,050 62 0.56 1,255 -7.79 0.2758
2024-07-15 2024-06-30 13F MERCK COM 58933Y105 10,988 -454 -3.97 1,360 -9.87 0.3320
2024-04-10 2024-03-31 13F MERCK COM 58933Y105 11,442 41 0.36 1,510 21.50 0.3795
2024-01-10 2023-12-31 13F MERCK COM 58933Y105 11,401 -14 -0.12 1,243 5.70 0.3258
2023-10-16 2023-09-30 13F MERCK COM 58933Y105 11,415 604 5.59 1,175 -5.77 0.3435
2023-07-25 2023-06-30 13F MERCK COM 58933Y105 10,811 567 5.53 1,247 14.51 0.3756
2023-04-11 2023-03-31 13F MERCK COM 58933Y105 10,244 -57 -0.55 1,090 -4.64 0.3618
2023-01-23 2022-12-31 13F MERCK COM 58933Y105 10,301 -101 -0.97 1,143 27.46 0.4092
2022-10-17 2022-09-30 13F MERCK COM 58933Y105 10,402 -2 -0.02 896 -5.58 0.3463
2022-08-05 2022-06-30 13F MERCK COM 58933Y105 10,404 27 0.26 949 11.52 0.3549
2022-05-04 2022-03-31 13F MERCK COM 58933Y105 10,377 -1,544 -12.95 851 -6.89 0.2776
2022-01-24 2021-12-31 13F MERCK COM 58933Y105 11,921 1,128 10.45 914 12.70 0.2975
2021-11-03 2021-09-30 13F MERCK COM 58933Y105 10,793 78 0.73 811 -2.64 0.2395
2021-07-19 2021-06-30 13F MERCK COM 58933Y105 10,715 752 7.55 833 8.46 0.2467
2021-04-22 2021-03-31 13F MERCK COM 58933Y105 9,963 -15 -0.15 768 -5.88 0.2626
2021-01-20 2020-12-31 13F MERCK COM 58933Y105 9,978 -101 -1.00 816 -2.39 0.2925
2020-10-22 2020-09-30 13F MERCK COM 58933Y105 10,079 285 2.91 836 10.44 0.3432
2020-07-22 2020-06-30 13F MERCK COM 58933Y105 9,794 -3 -0.03 757 0.40 0.4137
2020-04-22 2020-03-31 13F MERCK COM 58933Y105 9,797 2,684 37.73 754 16.54 0.5226
2020-01-27 2019-12-31 13F MERCK COM 58933Y105 7,113 160 2.30 647 10.60 0.3194
2019-10-17 2019-09-30 13F MERCK COM 58933Y105 6,953 290 4.35 585 4.65 0.3462
2019-07-19 2019-06-30 13F MERCK COM 58933Y105 6,663 0 0.00 559 0.90 0.3452
2019-05-03 2019-03-31 13F MERCK COM 58933Y105 6,663 0 0.00 554 8.84 0.3667
2019-02-07 2018-12-31 13F MERCK COM 58933Y105 6,663 186 2.87 509 10.89 0.3939
2018-11-08 2018-09-30 13F MERCK COM 58933Y105 6,477 -300 -4.43 459 11.68 0.3217
2018-08-07 2018-06-30 13F MERCK COM 58933Y105 6,777 250 3.83 411 15.45 0.3648
2018-05-09 2018-03-31 13F/A-1 MERCK COM 58933Y105 6,527 -299 -4.38 356 -11.00 0.3012
2018-05-07 2018-03-31 13F MERCK COM 58933Y105 6,826 0 400 0.3864
2018-02-09 2017-12-31 13F MERCK COM 58933Y105 6,826 6,826 400 0.3745
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.