머크 앤 컴퍼니(Merck & Co., Inc.)
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership26,668 shares
Latest Disclosed Value $ 3,208,106
Belpointe Asset Management LLC reports 90.39% increase in ownership of MRK / Merck & Co., Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 26,668 shares of Merck & Co., Inc. (MX:MRK) valued at $3,208,106 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 14,007 shares of Merck & Co., Inc.. This represents a change in shares of 90.39% 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 COM 58933Y105 26,668 12,661 90.39 3,208 117.64 0.1171
2026-01-27 2025-12-31 13F MERCK COM 58933Y105 14,007 -980 -6.54 1,475 17.26 0.0533
2025-11-03 2025-09-30 13F MERCK COM 58933Y105 14,987 1,557 11.59 1,258 18.25 0.0481
2025-07-22 2025-06-30 13F MERCK COM 58933Y105 13,430 -806 -5.66 1,063 -16.76 0.0443
2025-05-20 2025-03-31 13F MERCK COM 58933Y105 14,236 1,476 11.57 1,278 -15.49 0.0665
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 12,760 158 1.25 1,511 5.59 0.0910
2024-11-13 2024-09-30 13F MERCK COM 58933Y105 12,602 -2,498 -16.54 1,431 -23.43 0.0858
2024-08-02 2024-06-30 13F MERCK COM 58933Y105 15,100 1,137 8.14 1,869 1.47 0.1304
2024-05-08 2024-03-31 13F MERCK COM 58933Y105 13,963 462 3.42 1,843 25.22 0.1380
2024-02-13 2023-12-31 13F MERCK COM 58933Y105 13,501 -1,829 -11.93 1,472 -6.78 0.1293
2023-11-15 2023-09-30 13F MERCK COM 58933Y105 15,330 -906 -5.58 1,578 -15.75 0.1634
2023-08-15 2023-06-30 13F MERCK COM 58933Y105 16,236 -29,359 -64.39 1,874 -61.38 0.1982
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 45,595 -5,983 -11.60 4,851 -15.24 0.2620
2023-02-08 2022-12-31 13F MERCK COM 58933Y105 51,578 10,847 26.63 5,723 63.16 0.3458
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 40,731 3,923 10.66 3,507 4.50 0.2370
2022-08-02 2022-06-30 13F MERCK COM 58933Y105 36,808 -7,382 -16.71 3,356 -7.40 0.2250
2022-04-28 2022-03-31 13F MERCK COM 58933Y105 44,190 9,534 27.51 3,624 36.39 0.2196
2022-02-15 2021-12-31 13F MERCK COM 58933Y105 34,656 121 0.35 2,657 2.43 0.1656
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 34,535 2,224 6.88 2,594 3.22 0.1769
2021-08-09 2021-06-30 13F MERCK COM 58933Y105 32,311 2,732 9.24 2,513 10.22 0.1808
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 29,579 -720 -2.38 2,280 -7.99 0.1952
2021-02-16 2020-12-31 13F MERCK & CO. COM 58933Y105 30,299 9,266 44.05 2,478 42.01 0.2224
2020-11-13 2020-09-30 13F/A-1 MERCK & CO. COM 58933Y105 21,033 -1 -0.00 1,745 7.32 0.1942
2020-11-13 2020-09-30 13F MERCK & CO. COM 58933Y105 27,365 2,105
2020-07-20 2020-06-30 13F MERCK & CO. COM 58933Y105 21,034 -6,331 -23.14 1,626 -22.76 0.2105
2020-07-20 2020-03-31 13F MERCK & CO. COM 58933Y105 27,365 -861 -3.05 2,105 -18.00 0.3687
2020-02-18 2019-12-31 13F MERCK COM 58933Y105 28,226 6,910 32.42 2,567 43.09 0.3258
2020-01-16 2019-09-30 13F MERCK COM 58933Y105 21,316 1,987 10.28 1,794 10.67 0.2902
2019-11-22 2019-06-30 13F MERCK COM 58933Y105 19,329 2,861 17.37 1,621 18.41 0.3189
2019-06-11 2019-03-31 13F MERCK COM 58933Y105 16,468 5,524 50.48 1,369 63.76 0.2674
2019-03-06 2018-12-31 13F MERCK COM 58933Y105 10,944 -3,586 -24.68 836 -18.91 0.2119
2018-11-23 2018-09-30 13F MERCK COM 58933Y105 14,530 6,447 79.76 1,031 109.98 0.1631
2018-08-06 2018-06-30 13F MERCK COM 58933Y105 8,083 -74 -0.91 491 10.59 0.1372
2018-08-06 2018-03-31 13F MERCK COM 58933Y105 8,157 1,427 21.20 444 17.15 0.1294
2018-02-14 2017-12-31 13F MERCK COM 58933Y105 6,730 -1,233 -15.48 379 -25.69 0.0830
2017-11-16 2017-09-30 13F MERCK COM 58933Y105 7,963 7,963 510 0.1193
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.