Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership196,841 shares
Latest Disclosed Value $ 23,678,054
Merit Financial Group, LLC reports 24.55% increase in ownership of MRK / Merck & Co., Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 196,841 shares of Merck & Co., Inc. (MX:MRK) valued at $23,678,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 158,043 shares of Merck & Co., Inc.. This represents a change in shares of 24.55% 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)
2026-04-15 2026-03-31 13F MERCK COM 58933Y105 196,841 38,798 24.55 23,678 42.34 0.1361
2026-01-26 2025-12-31 13F MERCK COM 58933Y105 158,043 17,300 12.29 16,636 40.83 0.1334
2025-11-07 2025-09-30 13F/A-1 MERCK COM 58933Y105 140,743 16,545 13.32 11,813 20.15 0.1085
2025-10-20 2025-09-30 13F MERCK COM 58933Y105 140,743 16,545 11,813 0.1085
2025-07-22 2025-06-30 13F MERCK COM 58933Y105 124,198 34,438 38.37 9,831 22.03 0.1096
2025-04-09 2025-03-31 13F MERCK COM 58933Y105 89,760 21,038 30.61 8,057 17.85 0.1207
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 68,722 18,685 37.34 6,837 20.31 0.1228
2024-10-17 2024-09-30 13F MERCK COM 58933Y105 50,037 -4,763 -8.69 5,682 -16.24 0.1270
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 54,800 2,350 4.48 6,784 1.45 0.1496
2024-05-06 2024-03-31 13F MERCK COM 58933Y105 52,450 14,860 39.53 6,688 63.18 0.1593
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 37,590 -11,405 -23.28 4,098 -18.75 0.1247
2023-11-07 2023-09-30 13F MERCK COM 58933Y105 48,995 199 0.41 5,044 -10.41 0.1650
2023-08-01 2023-06-30 13F MERCK COM 58933Y105 48,796 3,557 7.86 5,631 17.00 0.1822
2023-04-24 2023-03-31 13F MERCK COM 58933Y105 45,239 -855 -1.85 4,813 -5.91 0.1750
2023-01-13 2022-12-31 13F MERCK COM 58933Y105 46,094 18,388 66.37 5,114 114.33 0.1850
2022-10-31 2022-09-30 13F MERCK COM 58933Y105 27,706 3,603 14.95 2,386 8.60 0.1035
2022-08-08 2022-06-30 13F MERCK COM 58933Y105 24,103 11,639 93.38 2,197 114.76 0.0680
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 12,464 1,964 18.70 1,023 27.08 0.0617
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 10,500 227 2.21 805 4.27 0.0790
2021-10-27 2021-09-30 13F MERCK COM 58933Y105 10,273 207 2.06 772 -1.40 0.0808
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 10,066 -144 -1.41 783 -0.51 0.0736
2021-05-18 2021-03-31 13F MERCK & CO. COM 58933Y105 10,210 -362 -3.42 787 -9.02 0.0823
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 10,572 7 0.07 865 -1.26 0.0836
2020-11-10 2020-09-30 13F MERCK & CO. COM 58933Y105 10,565 1,754 19.91 876 28.63 0.0800
2020-08-13 2020-06-30 13F MERCK & CO. COM 58933Y105 8,811 1,604 22.26 681 22.70 0.0678
2020-05-05 2020-03-31 13F MERCK & CO. COM 58933Y105 7,207 -42 -0.58 555 -15.78 0.0620
2020-01-16 2019-12-31 13F MERCK COM 58933Y105 7,249 4,522 165.82 659 186.52 0.0583
2019-11-25 2019-09-30 13F MERCK Common Stock 58933Y105 2,727 2,727 230 0.0251
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.