머크 앤 컴퍼니(Merck & Co., Inc.)
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership10,363 shares
Latest Disclosed Value $ 1,246,526
CRA Financial Services, LLC reports 3.13% decrease in ownership of MRK / Merck & Co., Inc.

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 10,363 shares of Merck & Co., Inc. (MX:MRK) valued at $1,246,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 10,698 shares of Merck & Co., Inc.. This represents a change in shares of -3.13% 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)
2026-04-09 2026-03-31 13F MERCK COM 58933Y105 10,363 -335 -3.13 1,247 10.66 0.1619
2026-01-16 2025-12-31 13F MERCK COM 58933Y105 10,698 -730 -6.39 1,126 17.41 0.1474
2025-10-16 2025-09-30 13F MERCK COM 58933Y105 11,428 -2,048 -15.20 959 -10.04 0.1312
2025-07-14 2025-06-30 13F MERCK COM 58933Y105 13,476 1,461 12.16 1,067 -1.11 0.1631
2025-04-16 2025-03-31 13F MERCK COM 58933Y105 12,015 -221 -1.81 1,078 -11.42 0.1845
2025-01-31 2024-12-31 13F MERCK COM 58933Y105 12,236 -1,455 -10.63 1,217 -21.69 0.2089
2024-10-10 2024-09-30 13F MERCK COM 58933Y105 13,691 -96 -0.70 1,555 -8.91 0.2853
2024-07-12 2024-06-30 13F MERCK COM 58933Y105 13,787 -285 -2.03 1,707 -8.08 0.3444
2024-04-17 2024-03-31 13F MERCK COM 58933Y105 14,072 -152 -1.07 1,857 19.74 0.4033
2024-02-01 2023-12-31 13F MERCK COM 58933Y105 14,224 -75 -0.52 1,551 5.30 0.3794
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 14,299 -232 -1.60 1,472 -12.17 0.4052
2023-07-11 2023-06-30 13F MERCK COM 58933Y105 14,531 -1,325 -8.36 1,677 -0.59 0.4532
2023-04-06 2023-03-31 13F MERCK COM 58933Y105 15,856 1,519 10.59 1,687 6.04 0.5009
2023-01-24 2022-12-31 13F MERCK COM 58933Y105 14,337 460 3.31 1,591 33.05 0.5206
2022-10-24 2022-09-30 13F MERCK COM 58933Y105 13,877 -511 -3.55 1,195 -8.92 0.4300
2022-07-21 2022-06-30 13F MERCK COM 58933Y105 14,388 -118 -0.81 1,312 10.25 0.4496
2022-04-15 2022-03-31 13F MERCK & CO. COM 58933Y105 14,506 37 0.26 1,190 7.30 0.3580
2022-01-20 2021-12-31 13F MERCK COM 58933Y105 14,469 356 2.52 1,109 4.62 0.3297
2021-10-12 2021-09-30 13F MERCK COM 58933Y105 14,113 228 1.64 1,060 -1.85 0.3587
2021-07-23 2021-06-30 13F MERCK COM 58933Y105 13,885 293 2.16 1,080 3.05 0.3756
2021-04-16 2021-03-31 13F MERCK & CO. COM 58933Y105 13,592 1,482 12.24 1,048 5.75 0.4055
2021-01-27 2020-12-31 13F MERCK & CO. COM 58933Y105 12,110 1,191 10.91 991 9.38 0.4165
2020-10-14 2020-09-30 13F MERCK & CO. COM 58933Y105 10,919 2,776 34.09 906 43.81 0.4330
2020-07-22 2020-06-30 13F MERCK & CO. COM 58933Y105 8,143 1,121 15.96 630 16.67 0.3327
2020-04-14 2020-03-31 13F MERCK & CO. COM 58933Y105 7,022 721 11.44 540 -5.76 0.3456
2020-01-28 2019-12-31 13F MERCK COM 58933Y105 6,301 515 8.90 573 17.66 0.3127
2019-11-07 2019-09-30 13F MERCK COM 58933Y105 5,786 -1,120 -16.22 487 -15.89 0.2946
2019-07-24 2019-06-30 13F MERCK COM 58933Y105 6,906 -145 -2.06 579 -1.36 0.3478
2019-04-15 2019-03-31 13F MERCK COM 58933Y105 7,051 -116 -1.62 587 7.31 0.3825
2019-02-08 2018-12-31 13F MERCK COM 58933Y105 7,167 7,167 547 0.3948
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.