Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionSteigerwald, Gordon & Koch Inc.
Latest Disclosed Ownership4,437 shares
Latest Disclosed Value $ 533,691
Steigerwald, Gordon & Koch Inc. reports 2.74% decrease in ownership of MRK / Merck & Co., Inc.

On April 28, 2026 - Steigerwald, Gordon & Koch Inc. filed a 13F-HR form disclosing ownership of 4,437 shares of Merck & Co., Inc. (MX:MRK) valued at $533,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,562 shares of Merck & Co., Inc.. This represents a change in shares of -2.74% 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 COMMON 58933Y105 4,437 -125 -2.74 534 11.04 0.0548
2026-01-23 2025-12-31 13F Merck COM 58933Y105 4,562 -281 -5.80 480 18.23 0.0461
2025-10-23 2025-09-30 13F Merck COMMON 58933Y105 4,843 6 0.12 406 6.28 0.0390
2025-07-14 2025-06-30 13F MERCK COM 58933Y105 4,837 -1,038 -17.67 383 -27.51 0.0404
2025-04-10 2025-03-31 13F MERCK COM 58933Y105 5,875 63 1.08 527 -8.82 0.0588
2025-01-16 2024-12-31 13F MERCK COM 58933Y105 5,812 -17 -0.29 578 -12.69 0.0653
2024-10-09 2024-09-30 13F MERCK COM 58933Y105 5,829 643 12.40 662 3.12 0.0722
2024-08-07 2024-06-30 13F MERCK COM 58933Y105 5,186 140 2.77 642 -3.46 0.0777
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 5,046 69 1.39 666 22.69 0.0828
2024-01-16 2023-12-31 13F MERCK COM 58933Y105 4,977 -1,117 -18.33 543 -13.56 0.0734
2023-10-11 2023-09-30 13F MERCK COM 58933Y105 6,094 283 4.87 627 -6.42 0.0957
2023-07-17 2023-06-30 13F MERCK COM 58933Y105 5,811 299 5.42 671 14.33 0.0984
2023-04-19 2023-03-31 13F MERCK COM 58933Y105 5,512 183 3.43 586 -0.85 0.0877
2023-01-17 2022-12-31 13F MERCK COM 58933Y105 5,329 323 6.45 591 37.12 0.0940
2022-10-12 2022-09-30 13F MERCK COM 58933Y105 5,006 17 0.34 431 -5.27 0.0789
2022-07-14 2022-06-30 13F MERCK COM 58933Y105 4,989 823 19.76 455 33.04 0.0793
2022-04-25 2022-03-31 13F MERCK COM 58933Y105 4,166 71 1.73 342 8.92 0.0522
2022-01-26 2021-12-31 13F MERCK COM 58933Y105 4,095 -227 -5.25 314 -3.38 0.0472
2021-10-18 2021-09-30 13F MERCK COM 58933Y105 4,322 76 1.79 325 -1.52 0.0531
2021-07-27 2021-06-30 13F MERCK COM 58933Y105 4,246 -47 -1.09 330 -0.30 0.0546
2021-04-27 2021-03-31 13F MERCK & CO. COM 58933Y105 4,293 150 3.62 331 -2.36 0.0615
2021-01-22 2020-12-31 13F MERCK & CO. COM 58933Y105 4,143 788 23.49 339 21.94 0.0688
2020-10-14 2020-09-30 13F MERCK & CO. COM 58933Y105 3,355 -49 -1.44 278 5.70 0.0658
2020-07-14 2020-06-30 13F MERCK & CO. COM 58933Y105 3,404 164 5.06 263 5.62 0.0697
2020-04-20 2020-03-31 13F MERCK & CO. COM 58933Y105 3,240 -74 -2.23 249 -17.28 0.0845
2020-01-27 2019-12-31 13F MERCK COM 58933Y105 3,314 649 24.35 301 34.38 0.0707
2019-10-30 2019-09-30 13F MERCK COM 58933Y105 2,665 1 0.04 224 0.45 0.0571
2019-07-15 2019-06-30 13F MERCK COM 58933Y105 2,664 2,664 223 0.0577
2018-09-13 2018-06-30 13F MERCK COM 58933Y105 0 0 0 0.0000
2018-09-13 2018-03-31 13F MERCK COM 58933Y105 0 0 0 0.0000
2018-09-13 2017-12-31 13F MERCK COM 58933Y105 0 0 0 0.0000
2018-09-13 2017-09-30 13F MERCK COM 58933Y105 0 -3,533 -100.00 0 -100.00
2018-09-13 2017-06-30 13F MERCK COM 58933Y105 3,533 3,533 226 0.0637
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.